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 %
IP
876
Isthmus Partners
Wisconsin
$362K +$362K +5,407 New
WA
877
Wealthstream Advisors
New York
$360K -$122K -1,817 -25%
MFG
878
Merit Financial Group
Georgia
$358K +$358K +4,953 New
GSB
879
Greenfield Savings Bank
Massachusetts
$355K
PCMK
880
Paragon Capital Management (Kansas)
Kansas
$355K +$4.22K +63 +1%
TIM
881
Tevis Investment Management
Texas
$355K -$34.5K -514 -9%
SFC
882
Strategic Financial Concepts
Texas
$354K +$117K +1,739 +49%
AWM
883
Aries Wealth Management
Maine
$353K
BIM
884
Bridges Investment Management
Nebraska
$351K
GC
885
Gratus Capital
Georgia
$348K +$348K +5,192 New
KOCAA
886
Knights of Columbus Asset Advisors
Connecticut
$347K +$195K +2,911 +129%
IAIM
887
International Assets Investment Management
Florida
$344K +$16.2K +239 +5%
LCM
888
Lunt Capital Management
Utah
$342K -$21.7K -323 -6%
APG
889
Abacus Planning Group
South Carolina
$341K +$5.97K +89 +2%
HP
890
Holistic Planning
Texas
$339K -$2.28K -34 -0.7%
BWM
891
BigSur Wealth Management
Florida
$338K +$101K +1,500 +42%
IWA
892
Icon Wealth Advisors
Texas
$337K +$14.4K +215 +4%
CCC
893
Chelsea Counsel Company
California
$336K -$1.47M -21,900 -81%
SDJVC
894
St. Denis J. Villere & Co
Louisiana
$335K -$67K -1,000 -17%
HJGA
895
Hardman Johnston Global Advisors
Connecticut
$335K
RC
896
RBF Capital
California
$335K
VIP
897
Vista Investment Partners
Oklahoma
$335K
SAIG
898
Semper Augustus Investments Group
Colorado
$333K
GRP
899
Global Retirement Partners
California
$331K +$94.1K +1,404 +40%
PP
900
PFS Partners
New Jersey
$330K +$3.08K +46 +0.9%