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 %
JWCA
976
J.W. Coons Advisors
Ohio
$279K
CTC
977
Cetera Trust Company
Minnesota
$278K -$33.5K -500 -11%
Credit Agricole
978
Credit Agricole
France
$277K
EWA
979
Evolution Wealth Advisors
Florida
$276K
DSC
980
Duncker Streett & Co
Missouri
$276K +$54.2K +808 +24%
SC
981
Sepio Capital
Utah
$276K -$25K -373 -8%
FCBT
982
First Citizens Bank & Trust
North Carolina
$276K +$22.5K +336 +9%
SWM
983
Silverlake Wealth Management
Vermont
$276K
SGCA
984
Steel Grove Capital Advisors
Tennessee
$276K
CBA
985
Coastal Bridge Advisors
Connecticut
$272K +$469 +7 +0.2%
AA
986
Argent Advisors
Louisiana
$272K +$25.3K +378 +10%
EWM
987
Empirical Wealth Management
Washington
$272K -$17.2K -256 -6%
SFO
988
Stokes Family Office
Louisiana
$271K -$4.63K -69 -2%
LSIA
989
LaSalle St. Investment Advisors
Illinois
$271K +$271K +4,063 New
MBTD
990
Mechanics Bank - Trust Department
California
$271K -$3.35K -50 -1%
RFN
991
RDA Financial Network
Iowa
$270K
WPW
992
Waldron Private Wealth
Pennsylvania
$268K -$67 -1 -0%
TW
993
TritonPoint Wealth
Maryland
$267K -$6.58K -100 -2%
HVIA
994
Hudson Valley Investment Advisors
New York
$267K
JGGDR
995
JGP Global Gestao de Recursos
Brazil
$266K
TW
996
Traveka Wealth
California
$266K +$31K +463 +13%
GI
997
GAMMA Investing
California
$266K +$47.6K +710 +22%
NAM
998
NorthCrest Asset Manangement
Minnesota
$265K -$1.54K -23 -0.6%
TPM
999
Triasima Portfolio Management
Quebec, Canada
$264K -$119K -1,780 -31%
EDRH
1000
Edmond de Rothschild Holding
Switzerland
$263K