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 %
LNB
851
Ledyard National Bank
$395K
MOS
852
MGO One Seven
Ohio
$390K -$84K -1,253 -18%
SBIA
853
Sheaff Brock Investment Advisors
Indiana
$389K -$15.6K -233 -4%
1WM
854
1900 Wealth Management
Texas
$388K +$141K +2,110 +57%
SL
855
Sentry LLC
Tennessee
$386K
BFA
856
Bill Few Associates
Pennsylvania
$385K +$33.7K +503 +10%
CAG
857
Crestwood Advisors Group
Massachusetts
$384K +$11.2K +167 +3%
BAM
858
Berkshire Asset Management
Pennsylvania
$384K -$28.2K -421 -7%
KIA
859
KCM Investment Advisors
California
$383K +$383K +5,714 New
BMCM
860
Bryn Mawr Capital Management
Pennsylvania
$382K
PAA
861
Peregrine Asset Advisers
Oregon
$382K
SPIS
862
Steward Partners Investment Solutions
Oregon
$381K -$24.3K -362 -6%
AIA
863
AIMZ Investment Advisors
California
$380K -$33.5K -500 -8%
SXL
864
Summit X LLC
Missouri
$378K +$38.3K +571 +11%
AUB
865
Atlantic Union Bankshares
Virginia
$378K
KIA
866
KLR Investment Advisors
Rhode Island
$377K -$1.22M -16,892 -76%
LCS
867
Levin Capital Strategies
New York
$377K
PCS
868
Personal CFO Solutions
New Jersey
$376K -$16.8K -251 -4%
AIM
869
Anchor Investment Management
South Carolina
$375K -$30.2K -450 -7%
RCAG
870
Rehmann Capital Advisory Group
Michigan
$375K -$12.7K -190 -3%
SMA
871
Seven Mile Advisory
New Jersey
$370K -$15.2K -226 -4%
SA
872
Strategic Advisors
New York
$369K -$67K -1,000 -15%
CBFP
873
Cedar Brook Financial Partners
Ohio
$365K +$5.36K +80 +1%
AA
874
AlphaQ Advisors
Florida
$365K -$53.4K -797 -13%
ESB
875
Essex Savings Bank
Connecticut
$363K