1,331 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 496 increasing their positions, 457 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,331
Holders Change
+30
Holders Change %
+2.31%
% of All Funds
19.29%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.38%
New
120
Increased
496
Reduced
457
Closed
73
Calls
$706M
Puts
$373M
Net Calls
+$333M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
776
Jones Financial Companies
Missouri
$475K +$280K +4,183 +144%
TCA
777
Transcend Capital Advisors
New Jersey
$475K -$19.2K -286 -4%
SAMT
778
Select Asset Management & Trust
Pennsylvania
$474K -$117K -1,750 -20%
DWM
779
Drive Wealth Management
Utah
$473K -$19.6K -292 -4%
Janus Henderson Group
780
Janus Henderson Group
United Kingdom
$471K -$168K -2,500 -26%
FC
781
FORA Capital
Florida
$467K +$467K +6,959 New
CC
782
Courier Capital
New York
$464K -$417K -6,215 -47%
SFG
783
Summit Financial Group
West Virginia
$463K -$3.35K -50 -0.7%
Allspring Global Investments
784
Allspring Global Investments
North Carolina
$462K +$429K +6,403 +1,294%
RIL
785
Rothschild Investment LLC
Illinois
$462K -$5.1K -76 -1%
WP
786
Westmount Partners
California
$461K +$14.1K +210 +3%
AG
787
AlTi Global
New York
$461K +$21.6K +322 +5%
HL
788
HeadInvest LLC
Maine
$459K
BJL
789
Brighton Jones LLC
Washington
$457K +$130K +1,946 +40%
SW
790
SteelPeak Wealth
California
$457K +$11.2K +167 +3%
FFA
791
Farther Finance Advisors
California
$454K -$55.7K -820 -11%
IIM
792
InTrack Investment Management
Vermont
$453K +$7.04K +105 +2%
NAM
793
NTV Asset Management
West Virginia
$453K
RPC
794
Rossmore Private Capital
Connecticut
$453K -$15.3K -228 -3%
RMAM
795
Raab & Moskowitz Asset Management
New Jersey
$453K -$939 -14 -0.2%
AF
796
Apexium Financial
Texas
$452K
EWA
797
EverSource Wealth Advisors
Alabama
$451K +$143 +2 +0%
SIMG
798
Sonora Investment Management Group
Arizona
$448K -$82.2K -1,226 -16%
Mitsubishi UFJ Asset Management
799
Mitsubishi UFJ Asset Management
Japan
$446K +$32K +478 +8%
HC
800
Hara Capital
Washington
$446K +$134K +2,000 +43%