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 %
PI
976
PEAK6 Investments
Illinois
$274K +$274K +4,158 New
FFN
977
Focus Financial Network
Minnesota
$274K +$4.16K +63 +2%
CTC
978
Cetera Trust Company
Minnesota
$274K
FIA
979
Foundations Investment Advisors
Arizona
$273K +$42.3K +641 +18%
DSC
980
Duncker Streett & Co
Missouri
$273K +$528 +8 +0.2%
EWA
981
Evolution Wealth Advisors
Florida
$272K
TP
982
Tranquility Partners
Tennessee
$270K -$12K -182 -4%
TW
983
TritonPoint Wealth
Maryland
$268K
AA
984
Argent Advisors
Louisiana
$268K
AIM
985
Avity Investment Management
Connecticut
$266K +$53.6K +813 +25%
EHWM
986
Eads & Heald Wealth Management
Georgia
$266K -$13.8K -210 -5%
CBA
987
Coastal Bridge Advisors
Connecticut
$265K -$2.24K -34 -0.8%
AIA
988
Alera Investment Advisors
Illinois
$265K +$9.17K +139 +4%
SA
989
Strategic Advisors
New York
$264K
HCP
990
Hexagon Capital Partners
Arkansas
$264K +$2.9K +44 +1%
BBA
991
BLB&B Advisors
Pennsylvania
$263K
SFG
992
SevenBridge Financial Group
Pennsylvania
$263K -$2.87K -43 -1%
PA
993
PFG Advisors
Arizona
$262K -$18.7K -283 -7%
FM
994
Family Management
New York
$262K -$4.33M -65,653 -94%
UPS
995
UHLMANN PRICE SECURITIES
Illinois
$262K +$262K +3,969 New
AWM
996
Aprio Wealth Management
Georgia
$261K +$32.3K +489 +14%
LCGC
997
Legacy Capital Group California
California
$261K +$261K +3,953 New
KA
998
Kozak & Associates
Colorado
$261K +$67 +1 +0%
MBTD
999
Mechanics Bank - Trust Department
California
$260K
SRL
1000
Scientech Research LLC
New Jersey
$259K +$259K +3,932 New