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 %
FCG
876
Fielder Capital Group
Tennessee
$353K
CWM
877
Cordatus Wealth Management
Pennsylvania
$352K
RSWM
878
Robertson Stephens Wealth Management
California
$352K -$43.9K -666 -11%
GWM
879
Geneos Wealth Management
Colorado
$349K +$93.8K +1,423 +37%
BFA
880
Beaumont Financial Advisors
Massachusetts
$346K +$346K +5,248 New
LTAS
881
Linden Thomas Advisory Services
North Carolina
$346K +$71.1K +1,078 +26%
PCMK
882
Paragon Capital Management (Kansas)
Kansas
$345K -$4.16K -63 -1%
FDCDDQ
883
Federation des caisses Desjardins du Quebec
Quebec, Canada
$343K +$3.17K +48 +0.9%
EFS
884
Essex Financial Services
Connecticut
$337K -$158K -2,352 -32%
LCM
885
Lunt Capital Management
Utah
$336K
ACP
886
Aveo Capital Partners
Colorado
$335K -$5.8K -88 -2%
PA
887
Procyon Advisors
Connecticut
$335K +$10.5K +159 +3%
VIP
888
Vista Investment Partners
Oklahoma
$335K +$2.51K +38 +0.8%
GI
889
GAMMA Investing
California
$334K +$45.4K +688 +16%
PWLP
890
Prio Wealth Limited Partnership
Massachusetts
$332K
APG
891
Abacus Planning Group
South Carolina
$332K
JIC
892
Joel Isaacson & Co
New York
$332K
GSB
893
Greenfield Savings Bank
Massachusetts
$331K
PP
894
PFS Partners
New Jersey
$331K +$2.97K +45 +0.9%
W
895
WPWealth
Texas
$331K +$331K +5,013 New
CCC
896
Chelsea Counsel Company
California
$331K
LWL
897
Leo Wealth LLC
Texas
$330K -$55.1K -836 -14%
HJGA
898
Hardman Johnston Global Advisors
Connecticut
$330K
SDJVC
899
St. Denis J. Villere & Co
Louisiana
$330K
RC
900
RBF Capital
California
$330K