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 %
CIAS
876
CFS Investment Advisory Services
New Jersey
$404K +$404K +5,596 New
AIM
877
Anchor Investment Management
South Carolina
$404K
AWAU
878
Alliance Wealth Advisors (Utah)
Utah
$402K -$51.2K -710 -11%
IBOK
879
Independence Bank of Kentucky
Kentucky
$399K +$65.1K +902 +19%
BIM
880
Bridges Investment Management
Nebraska
$398K +$20.4K +282 +5%
MGIA
881
Matthew Goff Investment Advisor
Texas
$398K -$66.8K -925 -14%
HCM
882
Howard Capital Management
Georgia
$397K +$397K +5,505 New
LNB
883
Ledyard National Bank
$394K -$31.8K -440 -7%
TSMHT
884
Thurston Springer Miller Herd & Titak
Indiana
$393K +$393K +5,437 New
PSP
885
Principal Street Partners
Tennessee
$391K
CAI
886
Capital Advisors Inc
Oklahoma
$391K +$47.1K +652 +14%
CWM
887
Cordatus Wealth Management
Pennsylvania
$386K +$386K +5,344 New
FCG
888
Fielder Capital Group
Tennessee
$386K +$386K +5,347 New
IAIM
889
International Assets Investment Management
Florida
$385K +$19.6K +272 +5%
PCMK
890
Paragon Capital Management (Kansas)
Kansas
$382K
WA
891
Wealthstream Advisors
New York
$381K -$6.57K -91 -2%
SL
892
Summitry LLC
California
$380K +$58.9K +816 +18%
FFG
893
Fiduciary Financial Group
California
$380K +$380K +5,223 New
Walleye Capital
894
Walleye Capital
New York
$379K -$8.5M -117,785 -96%
GC
895
Gratus Capital
Georgia
$375K
KOCAA
896
Knights of Columbus Asset Advisors
Connecticut
$374K
ACP
897
Aveo Capital Partners
Colorado
$373K -$66.6K -923 -15%
FDCDDQ
898
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$87.6K -1,213 -19%
LCM
899
Lunt Capital Management
Utah
$368K
ACA
900
Atlas Capital Advisors
Wyoming
$365K +$22.6K +313 +7%