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 %
DJSG
951
D.J. St. Germain
Massachusetts
$296K -$18.2K -272 -6%
SDAM
952
Shulman DeMeo Asset Management
New York
$295K
TGAM
953
TBH Global Asset Management
Tennessee
$295K -$12.8K -191 -4%
IAP
954
Indie Asset Partners
Indiana
$293K
AWAP
955
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$292K +$134 +2 +0%
QWP
956
Quotient Wealth Partners
Texas
$291K -$15.1K -225 -5%
WT
957
Washington Trust
Rhode Island
$290K
CCFCSB
958
Cape Cod Five Cents Savings Bank
Massachusetts
$288K -$40.2K -600 -12%
RBFC
959
Roman Butler Fullerton & Co
Missouri
$288K -$20.1K -278 -7%
LW
960
Linscomb Wealth
Texas
$288K +$12.8K +191 +5%
TP
961
Tranquility Partners
Tennessee
$286K +$4.49K +67 +2%
SPI
962
Sutton Place Investors
New York
$286K -$2.68K -40 -0.9%
PA
963
PFG Advisors
Arizona
$285K +$35.1K +524 +14%
CFS
964
CRA Financial Services
New Jersey
$285K
PWP
965
Phillips Wealth Planners
Mississippi
$285K -$3.84K -54 -1%
CWS
966
Confluence Wealth Services
Pennsylvania
$285K -$53.9K -804 -16%
BBA
967
BLB&B Advisors
Pennsylvania
$285K -$20.2K -302 -7%
WIA
968
World Investment Advisors
California
$284K +$284K +4,238 New
FFN
969
Focus Financial Network
Minnesota
$284K +$284K +3,994 New
MW
970
Marcum Wealth
Ohio
$283K +$10.1K +150 +4%
BCV
971
Banque Cantonale Vaudoise
Switzerland
$282K
KA
972
Kozak & Associates
Colorado
$281K +$2.8K +39 +1%
SMC
973
Smith, Moore & Co
Missouri
$281K -$14.1K -210 -5%
SWMP
974
Signature Wealth Management Partners
New Jersey
$279K
KWM
975
Keating Wealth Management
Colorado
$279K -$11.9K -177 -4%