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 %
GIP
926
Granite Investment Partners
California
$312K
ML
927
McAdam LLC
Pennsylvania
$312K
GS
928
Gagnon Securities
New York
$310K -$8.31K -124 -3%
IBOK
929
Independence Bank of Kentucky
Kentucky
$310K -$97.5K -1,455 -24%
WSTAM
930
Wilbanks Smith & Thomas Asset Management
Virginia
$309K -$6.91K -103 -2%
KIC
931
Keating Investment Counselors
Florida
$308K +$19.4K +290 +7%
LKIM
932
Lawson Kroeker Investment Management
Nebraska
$308K -$25.5K -380 -8%
SAA
933
Southeast Asset Advisors
Georgia
$306K
CCG
934
Chatham Capital Group
Georgia
$305K
CAM
935
Carret Asset Management
New York
$304K
FA
936
FDx Advisors
Illinois
$304K -$1.3M -19,399 -81%
FVWA
937
Foster Victor Wealth Advisors
South Carolina
$304K
AHL
938
Abel Hall LLC
Louisiana
$303K +$12.2K +182 +4%
SFG
939
SevenBridge Financial Group
Pennsylvania
$303K -$64.6K -892 -18%
FAT
940
First American Trust
California
$303K +$303K +4,524 New
FFC
941
First Financial Corp
Indiana
$302K +$1.88K +28 +0.6%
CIAS
942
Capital Investment Advisory Services
North Carolina
$302K +$3.75K +56 +1%
SG Americas Securities
943
SG Americas Securities
New York
$300K -$448K -6,671 -60%
CP
944
Canopy Partners
Ohio
$300K +$75.2K +1,121 +33%
RMDI
945
R.M. Davis Inc
Maine
$300K +$61K +910 +26%
BA
946
Ballew Advisors
Mississippi
$299K -$14.2K -195 -5%
SL
947
Summitry LLC
California
$299K +$299K +4,454 New
LI
948
Lafayette Investments
Maryland
$298K -$26.5K -395 -8%
FNBOH
949
First National Bank of Hutchinson
Kansas
$298K +$1.41K +21 +0.5%
EHWM
950
Eads & Heald Wealth Management
Georgia
$297K -$7.05K -105 -2%