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 %
TT
901
TI-Trust
Illinois
$330K +$54.7K +816 +20%
NGA
902
Naples Global Advisors
Florida
$330K -$56.6K -845 -15%
MCM
903
Mengis Capital Management
Oregon
$329K +$329K +4,910 New
FCMC
904
Founders Capital Management (Connecticut)
Connecticut
$326K -$6.7K -100 -2%
SC
905
Saturna Capital
Washington
$325K -$265K -3,950 -45%
AB
906
Atlas Brown
Kentucky
$325K
RCA
907
Resonant Capital Advisors
Wisconsin
$324K +$49.5K +739 +18%
KMWM
908
Keudell/Morrison Wealth Management
Oregon
$324K +$50.5K +754 +18%
EGA
909
E&G Advisors
Texas
$324K -$26.8K -400 -8%
CAM
910
Concorde Asset Management
Michigan
$324K -$737 -11 -0.2%
JIC
911
Joel Isaacson & Co
New York
$323K +$90.2K +1,345 +39%
RDWM
912
Red Door Wealth Management
Tennessee
$322K +$37.6K +561 +13%
KCFA
913
Key Client Fiduciary Advisors
New Jersey
$322K +$1.14K +17 +0.4%
BAM
914
Brave Asset Management
New Jersey
$322K
LF
915
Lantz Financial
Illinois
$321K +$30.4K +453 +10%
KP
916
Keel Point
Alabama
$321K -$10.5K -157 -3%
CAI
917
Capital Advisors Inc
Oklahoma
$320K +$12.1K +180 +4%
ACA
918
Atlas Capital Advisors
Wyoming
$318K -$51K -761 -14%
CCIA
919
Campbell & Co Investment Adviser
Maryland
$317K +$317K +4,728 New
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$316K
Wolverine Trading
921
Wolverine Trading
Illinois
$316K +$316K +4,708 New
AWM
922
AllSquare Wealth Management
New York
$315K
IAMOG
923
Investors Asset Management of Georgia
Georgia
$314K -$42.9K -640 -12%
CC
924
Chicago Capital
Illinois
$313K -$35.3K -526 -10%
GWP
925
Gateway Wealth Partners
Wisconsin
$312K -$10.1K -151 -3%