1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IAP
951
Indie Asset Partners
Indiana
$288K
GWP
952
Gateway Wealth Partners
Wisconsin
$288K +$3.36K +51 +1%
WT
953
Washington Trust
Rhode Island
$288K
TGAM
954
TBH Global Asset Management
Tennessee
$287K
DAS
955
Diversify Advisory Services
Utah
$286K -$20.2K -302 -7%
BA
956
Ballew Advisors
Mississippi
$285K +$341 +5 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
957
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$284K -$229K -3,465 -45%
SDAM
958
Shulman DeMeo Asset Management
New York
$284K -$6.86K -104 -2%
ST
959
Sabal Trust
Florida
$283K +$283K +4,298 New
AWAP
960
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$283K +$66 +1 +0%
SAA
961
Southeast Asset Advisors
Georgia
$281K -$19.3K -293 -6%
FCMC
962
Founders Capital Management (Connecticut)
Connecticut
$281K
SFO
963
Stokes Family Office
Louisiana
$281K
IC
964
Iconiq Capital
California
$280K +$280K +4,252 New
SMC
965
Smith, Moore & Co
Missouri
$279K +$132 +2 +0%
ANTB
966
AMG National Trust Bank
Colorado
$279K -$143K -2,171 -34%
CCFCSB
967
Cape Cod Five Cents Savings Bank
Massachusetts
$279K -$1.65K -25 -0.6%
SBIA
968
Sheaff Brock Investment Advisors
Indiana
$278K
RFN
969
RDA Financial Network
Iowa
$278K +$132 +2 +0%
BBA
970
Braun-Bostich & Associates
Pennsylvania
$277K -$1.78K -27 -0.6%
EAM
971
Everstar Asset Management
North Carolina
$277K +$277K +4,193 New
PP
972
Patten & Patten
Tennessee
$276K -$132K -2,000 -32%
SWA
973
Sax Wealth Advisors
New Jersey
$275K +$5.61K +85 +2%
SWMP
974
Signature Wealth Management Partners
New Jersey
$275K
JWCA
975
J.W. Coons Advisors
Ohio
$275K