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 %
SIMG
826
Sonora Investment Management Group
Arizona
$448K
PA
827
Probity Advisors
Texas
$446K -$13.5K -187 -3%
PP
828
Patten & Patten
Tennessee
$446K -$9.82K -136 -2%
SN
829
Sittner & Nelson
Oregon
$446K +$144 +2 +0%
MFG
830
Merit Financial Group
Georgia
$446K +$88.6K +1,228 +25%
BAM
831
Berkshire Asset Management
Pennsylvania
$446K +$32.5K +450 +8%
TAM
832
Tucker Asset Management
Colorado
$445K +$8.66K +120 +2%
BCMLT
833
Beacon Capital Management LLC (Tennessee)
Tennessee
$444K
ACM
834
Advisors Capital Management
New Jersey
$442K +$11.3K +156 +3%
RMDI
835
R.M. Davis Inc
Maine
$442K +$119K +1,652 +37%
TW
836
Transform Wealth
Colorado
$440K -$22.2K -308 -5%
AOWM
837
Alpha Omega Wealth Management
Virginia
$440K
AWS
838
Arkfeld Wealth Strategies
Nebraska
$440K +$2.69K +37 +0.6%
LKIM
839
Lawson Kroeker Investment Management
Nebraska
$440K +$108K +1,500 +33%
IWM
840
IHT Wealth Management
Illinois
$437K -$3.25K -45 -0.7%
HA
841
Hamel Associates
New Jersey
$437K
BCP
842
Berkeley Capital Partners
Georgia
$436K -$28.9K -400 -6%
PCS
843
Personal CFO Solutions
New Jersey
$436K +$31K +429 +8%
KP
844
Keel Point
Alabama
$436K +$89.9K +1,243 +26%
CWM
845
Congress Wealth Management
Massachusetts
$435K +$435K +6,030 New
HDIM
846
Hanson & Doremus Investment Management
Vermont
$434K -$6.85K -95 -2%
AAIM
847
Asset Advisors Investment Management
Georgia
$433K
RSWM
848
Robertson Stephens Wealth Management
California
$433K -$16K -221 -4%
BBI
849
Baxter Bros Inc
Connecticut
$433K -$14.4K -200 -3%
APWM
850
Argonautica Private Wealth Management
Massachusetts
$432K -$217 -3 -0.1%