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 %
FVWA
976
Foster Victor Wealth Advisors
South Carolina
$302K -$2.11K -29 -0.7%
WPW
977
Waldron Private Wealth
Pennsylvania
$301K +$11.9K +165 +4%
SWMP
978
Signature Wealth Management Partners
New Jersey
$301K
LTAS
979
Linden Thomas Advisory Services
North Carolina
$301K +$49.7K +688 +20%
JWCA
980
J.W. Coons Advisors
Ohio
$301K
FFN
981
Focus Financial Network
Minnesota
$300K +$7.04K +96 +2%
CTC
982
Cetera Trust Company
Minnesota
$300K
JSW
983
Journey Strategic Wealth
New Jersey
$298K +$298K +4,130 New
DSC
984
Duncker Streett & Co
Missouri
$298K +$577 +8 +0.2%
SC
985
Sepio Capital
Utah
$297K
GFG
986
Goldstone Financial Group
Illinois
$295K +$60.8K +843 +26%
MW
987
Marcum Wealth
Ohio
$295K -$9.38K -130 -3%
SWA
988
Sax Wealth Advisors
New Jersey
$295K +$11.7K +162 +4%
EWA
989
Evolution Wealth Advisors
Florida
$295K
WIA
990
World Investment Advisors
California
$295K -$11.3K -156 -4%
AA
991
Argent Advisors
Louisiana
$293K
TW
992
TritonPoint Wealth
Maryland
$293K
TPM
993
Triasima Portfolio Management
Quebec, Canada
$293K +$8.3K +115 +3%
FTWA
994
Fifth Third Wealth Advisors
Ohio
$292K +$9.82K +136 +3%
CBA
995
Coastal Bridge Advisors
Connecticut
$292K -$1.01K -14 -0.3%
AWM
996
Angeles Wealth Management
California
$290K +$72.9K +1,010 +34%
EMAM
997
Encompass More Asset Management
California
$290K +$17.1K +237 +6%
PWP
998
Phillips Wealth Planners
Mississippi
$289K -$3.14K -43 -1%
SA
999
Strategic Advisors
New York
$289K -$108K -1,500 -27%
BBA
1000
BLB&B Advisors
Pennsylvania
$288K -$18K -250 -6%