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 %
KIA
851
KCM Investment Advisors
California
$381K
EW
852
Element Wealth
Mississippi
$381K -$1.25K -19 -0.3%
PCS
853
Personal CFO Solutions
New Jersey
$380K -$18.2K -276 -5%
SL
854
Sentry LLC
Tennessee
$380K
RCAG
855
Rehmann Capital Advisory Group
Michigan
$377K -$15.3K -230 -4%
KOCAA
856
Knights of Columbus Asset Advisors
Connecticut
$377K +$35.2K +534 +10%
BMCM
857
Bryn Mawr Capital Management
Pennsylvania
$376K
AOWM
858
Alpha Omega Wealth Management
Virginia
$375K -$27.7K -420 -7%
I2I
859
Insight 2811 Inc
Illinois
$374K
AUB
860
Atlantic Union Bankshares
Virginia
$372K
KCM
861
Kathmere Capital Management
Pennsylvania
$372K +$65.7K +996 +21%
CIAS
862
Capital Investment Advisory Services
North Carolina
$371K -$9.1K -138 -2%
EWM
863
Empirical Wealth Management
Washington
$371K +$77.4K +1,174 +26%
AIM
864
Anchor Investment Management
South Carolina
$369K
WIA
865
World Investment Advisors
California
$369K +$99.7K +1,512 +37%
AWAU
866
Alliance Wealth Advisors (Utah)
Utah
$369K +$857 +13 +0.2%
AIA
867
AIMZ Investment Advisors
California
$368K -$6.6K -100 -2%
LCS
868
Levin Capital Strategies
New York
$368K -$2.9K -44 -0.8%
QT
869
Quantbot Technologies
New York
$364K -$558K -8,465 -61%
BIM
870
Bridges Investment Management
Nebraska
$364K
MGIA
871
Matthew Goff Investment Advisor
Texas
$363K
RF
872
RHS Financial
California
$362K +$362K +5,494 New
PFBT
873
Parkside Financial Bank & Trust
Missouri
$361K -$17.1K -260 -5%
EWA
874
EverSource Wealth Advisors
Alabama
$355K -$51.4K -780 -13%
TAM
875
Titleist Asset Management
Texas
$354K -$34.2K -519 -9%