1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
776
NTV Asset Management
West Virginia
$467K
Janus Henderson Group
777
Janus Henderson Group
United Kingdom
$464K
GQG Partners
778
GQG Partners
Florida
$463K -$205M -3,111,492 -100%
WCA
779
Westover Capital Advisors
Delaware
$462K
LC
780
Lindbrook Capital
California
$456K -$38.8K -589 -8%
BHBT
781
Burke & Herbert Bank & Trust
Virginia
$456K
CBOR
782
Community Bank of Raymore
Missouri
$455K -$16.5K -250 -3%
PWP
783
Principle Wealth Partners
Connecticut
$453K +$13.2K +200 +3%
RWP
784
RWA Wealth Partners
Massachusetts
$450K +$66 +1 +0%
PAA
785
Peregrine Asset Advisers
Oregon
$450K +$74.2K +1,125 +20%
BCMLT
786
Beacon Capital Management LLC (Tennessee)
Tennessee
$449K +$43.5K +660 +11%
AWM
787
Aries Wealth Management
Maine
$449K +$11.5K +175 +3%
DWM
788
Drive Wealth Management
Utah
$448K -$12.7K -192 -3%
LSIA
789
LaSalle St. Investment Advisors
Illinois
$447K
BWM
790
BigSur Wealth Management
Florida
$446K +$15.2K +230 +4%
BAM
791
Berkshire Asset Management
Pennsylvania
$446K
CC
792
Courier Capital
New York
$443K
WP
793
Westmount Partners
California
$443K -$11.3K -172 -2%
FWP
794
FAS Wealth Partners
Kansas
$442K +$1.91K +29 +0.4%
GCM
795
Gables Capital Management
Florida
$441K -$66K -1,000 -13%
LCWP
796
Legacy Capital Wealth Partners
Arkansas
$440K -$44.6K -676 -9%
EI
797
Ethic Inc
New York
$440K +$3.55K +53 +0.8%
RPC
798
Rossmore Private Capital
Connecticut
$440K -$198 -3 -0%
CC
799
Chicago Capital
Illinois
$439K
HL
800
HeadInvest LLC
Maine
$439K -$7.91K -120 -2%