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 %
CAM
926
Concorde Asset Management
Michigan
$349K +$794 +11 +0.2%
EGA
927
E&G Advisors
Texas
$349K
NGA
928
Naples Global Advisors
Florida
$348K -$7.22K -100 -2%
KMWM
929
Keudell/Morrison Wealth Management
Oregon
$347K -$1.3K -18 -0.4%
BAM
930
Brave Asset Management
New Jersey
$346K
CWP
931
CFM Wealth Partners
Texas
$344K +$101K +1,402 +42%
AC
932
Avestar Capital
New York
$342K -$240K -3,325 -41%
AWM
933
AllSquare Wealth Management
New York
$339K
HP
934
Holistic Planning
Texas
$339K
KCFA
935
Key Client Fiduciary Advisors
New Jersey
$337K -$9.38K -130 -3%
IAMOG
936
Investors Asset Management of Georgia
Georgia
$337K -$722 -10 -0.2%
GIP
937
Granite Investment Partners
California
$336K
ML
938
McAdam LLC
Pennsylvania
$336K +$144 +2 +0%
FAT
939
First American Trust
California
$335K +$8.59K +119 +3%
WI
940
Wintrust Investments
Illinois
$335K +$335K +4,637 New
KCM
941
Kathmere Capital Management
Pennsylvania
$335K +$74.7K +1,035 +29%
GS
942
Gagnon Securities
New York
$332K -$2.53K -35 -0.8%
DAS
943
Diversify Advisory Services
Utah
$332K -$115K -1,588 -26%
MOS
944
MGO One Seven
Ohio
$329K -$90.2K -1,249 -21%
SAA
945
Southeast Asset Advisors
Georgia
$329K
CCG
946
Chatham Capital Group
Georgia
$328K
CAM
947
Carret Asset Management
New York
$327K
FFC
948
First Financial Corp
Indiana
$325K
CP
949
Canopy Partners
Ohio
$323K
QWP
950
Quotient Wealth Partners
Texas
$322K +$8.59K +119 +3%