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 %
RPC
801
Rossmore Private Capital
Connecticut
$482K -$5.77K -80 -1%
FWP
802
FAS Wealth Partners
Kansas
$482K +$31.8K +441 +7%
PWP
803
Principle Wealth Partners
Connecticut
$481K +$23.9K +331 +5%
CC
804
Chicago Capital
Illinois
$481K +$144K +2,000 +43%
HC
805
Hara Capital
Washington
$480K
EG
806
Ellerson Group
Maryland
$480K -$86.6K -1,200 -15%
AWM
807
Aries Wealth Management
Maine
$479K +$98.7K +1,367 +26%
ATC
808
Argent Trust Co
Tennessee
$476K -$42.8K -593 -8%
CH
809
Cromwell Holdings
Wyoming
$473K +$473K +6,552 New
JCM
810
Jacobi Capital Management
Pennsylvania
$473K -$3.03K -42 -0.6%
BWM
811
BigSur Wealth Management
Florida
$472K +$108K +1,500 +30%
IIM
812
InTrack Investment Management
Vermont
$472K -$16.4K -227 -3%
SWM
813
Silverlake Wealth Management
Vermont
$470K +$173K +2,400 +58%
EI
814
Ethic Inc
New York
$470K -$3.83K -53 -0.8%
BHIA
815
Birch Hill Investment Advisors
Massachusetts
$469K
E3F
816
Eight 31 Financial
Texas
$468K -$137K -1,897 -23%
BMC
817
Beaton Management Company
Massachusetts
$464K
SW
818
SteelPeak Wealth
California
$463K -$28.7K -397 -6%
AGC
819
Aspen Grove Capital
Colorado
$463K +$7.65K +106 +2%
ANTB
820
AMG National Trust Bank
Colorado
$462K +$462K +6,402 New
FWIA
821
Fort Washington Investment Advisors
Ohio
$457K -$18.6M -258,166 -98%
CC
822
Callan Capital
California
$457K +$176K +2,436 +63%
MWM
823
Mattern Wealth Management
Kansas
$452K +$6.28K +87 +1%
EWA
824
EverSource Wealth Advisors
Alabama
$452K -$9.44K -129 -2%
FTC
825
Farmers Trust Company
Ohio
$448K