1,369 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 497 increasing their positions, 454 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.91%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
123
Increased
497
Reduced
454
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
751
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$561K -$11M -152,663 -95%
CAM
752
Councilmark Asset Management
Tennessee
$558K
ADMI
753
Albert D. Mason Inc
Massachusetts
$556K
OIA
754
OneDigital Investment Advisors
Kansas
$555K +$555K +7,693 New
GCM
755
Gables Capital Management
Florida
$555K
FMWA
756
Forvis Mazars Wealth Advisors
Missouri
$554K +$6.71K +93 +1%
SWM
757
Spire Wealth Management
Virginia
$550K -$140K -1,934 -20%
WAP
758
Wealthcare Advisory Partners
Pennsylvania
$550K -$10.3K -142 -2%
Empower Advisory Group
759
Empower Advisory Group
Colorado
$546K -$174K -2,412 -24%
LC
760
Lindbrook Capital
California
$542K +$11.4K +158 +2%
BCWM
761
Bartlett & Co Wealth Management
Ohio
$542K -$31.5K -436 -5%
PIM
762
Pullen Investment Management
Florida
$541K +$22.4K +310 +4%
PL
763
Plancorp LLC
Missouri
$540K -$72 -1 -0%
GG
764
Greenwood Gearhart
Arkansas
$537K -$97.8K -1,355 -15%
LCWP
765
Legacy Capital Wealth Partners
Arkansas
$531K +$531K +7,352 New
WOC
766
West Oak Capital
California
$527K
CGA
767
Crescent Grove Advisors
Illinois
$527K -$37.5K -520 -7%
EH
768
Equitable Holdings
New York
$527K +$4.04K +56 +0.8%
SIM
769
Seaview Investment Managers
Florida
$527K -$8.68M -120,190 -94%
EFS
770
Essex Financial Services
Connecticut
$526K +$313K +4,387 +147%
VDI
771
Vaughan David Investments
Illinois
$525K -$176K -2,440 -25%
MA
772
MONECO Advisors
Connecticut
$525K +$2.67K +37 +0.5%
CA
773
Cullinan Associates
Kentucky
$520K
PCM
774
Parsons Capital Management
Rhode Island
$519K -$14.4K -200 -3%
FLPIM
775
F.L. Putnam Investment Management
Massachusetts
$518K -$19.6K -272 -4%