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 %
SXL
826
Summit X LLC
Missouri
$405K -$204K -2,833 -34%
LNB
827
Ledyard National Bank
$405K +$45.2K +686 +13%
MWM
828
Modera Wealth Management
New Jersey
$404K +$31.8K +482 +9%
MWM
829
Modern Wealth Management
Kansas
$401K +$401K +6,082 New
TW
830
Transform Wealth
Colorado
$399K -$2.97K -45 -0.7%
AWM
831
Axxcess Wealth Management
California
$399K -$149K -2,252 -27%
HA
832
Hamel Associates
New Jersey
$399K
BCP
833
Berkeley Capital Partners
Georgia
$399K
KP
834
Keel Point
Alabama
$398K +$857 +13 +0.2%
FFA
835
First Foundation Advisors
California
$398K -$55.1K -836 -12%
SMA
836
Seven Mile Advisory
New Jersey
$398K +$7.39K +112 +2%
SIM
837
Seaview Investment Managers
Florida
$397K -$84.2K -1,276 -17%
APWM
838
Argonautica Private Wealth Management
Massachusetts
$397K +$2.11K +32 +0.5%
AAIM
839
Asset Advisors Investment Management
Georgia
$396K
Mitsubishi UFJ Asset Management
840
Mitsubishi UFJ Asset Management
Japan
$395K +$18.9K +287 +5%
FB
841
Fulton Bank
Pennsylvania
$393K -$362K -5,485 -48%
IBOK
842
Independence Bank of Kentucky
Kentucky
$393K +$28K +425 +8%
ESB
843
Essex Savings Bank
Connecticut
$391K +$66.7K +1,011 +21%
SW
844
SteelPeak Wealth
California
$389K -$34.3K -520 -8%
LKIM
845
Lawson Kroeker Investment Management
Nebraska
$388K -$14.2K -215 -4%
1WM
846
1900 Wealth Management
Texas
$387K +$3.03K +46 +0.8%
BFA
847
Bill Few Associates
Pennsylvania
$387K +$7.72K +117 +2%
FNBOH
848
First National Bank of Hutchinson
Kansas
$386K
KIC
849
Keating Investment Counselors
Florida
$383K
FFG
850
Fiduciary Financial Group
California
$382K +$25.6K +375 +7%