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 %
FFA
801
Founders Financial Alliance
North Carolina
$445K +$2.28K +34 +0.5%
JCM
802
Jacobi Capital Management
Pennsylvania
$442K +$4.56K +68 +1%
ACP
803
Aveo Capital Partners
Colorado
$441K +$51.7K +715 +13%
EI
804
Ethic Inc
New York
$440K +$47.2K +704 +12%
VVP
805
Venture Visionary Partners
Ohio
$440K -$39.9K -595 -8%
BWM
806
Baron Wealth Management
Michigan
$439K
AWS
807
Arkfeld Wealth Strategies
Nebraska
$437K +$2.91K +40 +0.7%
BHIA
808
Birch Hill Investment Advisors
Massachusetts
$436K
CG
809
Clarus Group
Texas
$435K +$1.68K +25 +0.4%
CT
810
Cambridge Trust
Massachusetts
$434K -$1.68K -25 -0.4%
BCP
811
Berkeley Capital Partners
Georgia
$432K +$62K +925 +17%
BMC
812
Beaton Management Company
Massachusetts
$432K
MGIA
813
Matthew Goff Investment Advisor
Texas
$431K
TW
814
Transform Wealth
Colorado
$430K -$38.5K -575 -8%
NRC
815
New Republic Capital
North Carolina
$428K -$86.5K -1,291 -17%
SMA
816
Sage Mountain Advisors
Georgia
$427K +$3.62K +54 +0.9%
FDCDDQ
817
Federation des caisses Desjardins du Quebec
Quebec, Canada
$427K -$54.1K -807 -11%
PA
818
Probity Advisors
Texas
$427K +$21.5K +321 +5%
RWP
819
RWA Wealth Partners
Massachusetts
$427K +$1.34K +20 +0.3%
PWP
820
Principle Wealth Partners
Connecticut
$425K
PP
821
Patten & Patten
Tennessee
$424K -$5.3K -79 -1%
Barclays
822
Barclays
United Kingdom
$423K +$271K +4,053 +179%
AGC
823
Aspen Grove Capital
Colorado
$423K +$1.07K +16 +0.3%
AWAU
824
Alliance Wealth Advisors (Utah)
Utah
$421K -$10.7K -159 -2%
I2I
825
Insight 2811 Inc
Illinois
$420K -$5.97K -89 -1%