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 %
LI
951
Lafayette Investments
Maryland
$321K
EWM
952
Empirical Wealth Management
Washington
$321K +$28.3K +392 +10%
TCB
953
Texas Capital Bancshares
Texas
$320K -$108K -1,494 -25%
RFA
954
Resurgent Financial Advisors
Georgia
$320K -$768K -10,643 -71%
DJSG
955
D.J. St. Germain
Massachusetts
$318K
SDAM
956
Shulman DeMeo Asset Management
New York
$318K
GI
957
GAMMA Investing
California
$316K +$29.7K +412 +10%
IAP
958
Indie Asset Partners
Indiana
$315K
WT
959
Washington Trust
Rhode Island
$315K +$2.17K +30 +0.7%
TGAM
960
TBH Global Asset Management
Tennessee
$314K -$3.46K -48 -1%
TW
961
Traveka Wealth
California
$314K +$27.6K +383 +10%
GWP
962
Gateway Wealth Partners
Wisconsin
$311K -$25.2K -349 -7%
AWAP
963
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$310K -$4.48K -62 -1%
TP
964
Tranquility Partners
Tennessee
$308K
PA
965
PFG Advisors
Arizona
$308K +$577 +8 +0.2%
FCMC
966
Founders Capital Management (Connecticut)
Connecticut
$308K -$43.3K -600 -12%
SFO
967
Stokes Family Office
Louisiana
$307K +$15.3K +212 +5%
EHWM
968
Eads & Heald Wealth Management
Georgia
$307K -$12.6K -175 -4%
CCFCSB
969
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$3.61K -50 -1%
SMC
970
Smith, Moore & Co
Missouri
$306K +$2.82K +39 +0.9%
BBA
971
Braun-Bostich & Associates
Pennsylvania
$305K +$305K +4,232 New
SBIA
972
Sheaff Brock Investment Advisors
Indiana
$305K -$114K -1,582 -27%
BA
973
Ballew Advisors
Mississippi
$304K +$3.65K +50 +1%
RFN
974
RDA Financial Network
Iowa
$304K +$13.1K +182 +5%
BCV
975
Banque Cantonale Vaudoise
Switzerland
$303K