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 %
EW
826
Element Wealth
Mississippi
$420K +$2.35K +35 +0.6%
DAS
827
Diversify Advisory Services
Utah
$418K +$418K +6,156 New
FWP
828
FAS Wealth Partners
Kansas
$418K +$2.08K +31 +0.5%
RSWM
829
Robertson Stephens Wealth Management
California
$417K -$44.1K -658 -10%
FTC
830
Farmers Trust Company
Ohio
$416K
BBI
831
Baxter Bros Inc
Connecticut
$415K -$43.6K -650 -9%
SN
832
Sittner & Nelson
Oregon
$414K +$134 +2 +0%
CAM
833
Cubic Asset Management
Massachusetts
$414K
MWM
834
Mattern Wealth Management
Kansas
$414K +$134 +2 +0%
BCMLT
835
Beacon Capital Management LLC (Tennessee)
Tennessee
$413K +$2.95K +44 +0.7%
FB
836
Fulton Bank
Pennsylvania
$411K -$242K -3,613 -37%
HDIM
837
Hanson & Doremus Investment Management
Vermont
$410K -$18.5K -275 -4%
IWM
838
IHT Wealth Management
Illinois
$409K -$41.8K -623 -9%
AOWM
839
Alpha Omega Wealth Management
Virginia
$409K
HA
840
Hamel Associates
New Jersey
$406K
TAM
841
Tucker Asset Management
Colorado
$405K +$69.5K +1,036 +21%
PWLP
842
Prio Wealth Limited Partnership
Massachusetts
$405K +$65.2K +973 +19%
AAIM
843
Asset Advisors Investment Management
Georgia
$402K
APWM
844
Argonautica Private Wealth Management
Massachusetts
$401K -$57K -850 -12%
PSP
845
Principal Street Partners
Tennessee
$401K +$10.4K +141 +3%
ACM
846
Advisors Capital Management
New Jersey
$400K -$31K -462 -7%
TCB
847
Texas Capital Bancshares
Texas
$398K -$1.88K -28 -0.5%
MNBTD
848
Moody National Bank Trust Division
Texas
$396K -$41.7K -622 -10%
MWM
849
Modera Wealth Management
New Jersey
$396K +$11.9K +177 +3%
PFBT
850
Parkside Financial Bank & Trust
Missouri
$395K +$24.3K +362 +7%