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 %
SWA
1001
Sax Wealth Advisors
New Jersey
$263K
JPWM
1002
Jamison Private Wealth Management
Georgia
$263K -$12.2K -182 -4%
PAM
1003
Palisade Asset Management
Minnesota
$263K -$28.4K -424 -10%
STA
1004
Summit Trail Advisors
New York
$263K +$11.1K +166 +4%
KWA
1005
Kingswood Wealth Advisors
California
$263K -$587K -8,755 -69%
FTWA
1006
Fifth Third Wealth Advisors
Ohio
$262K +$262K +3,915 New
HCP
1007
Hexagon Capital Partners
Arkansas
$261K +$49.1K +733 +23%
CC
1008
Callan Capital
California
$261K -$52.8K -788 -17%
BCP
1009
Blue Chip Partners
Michigan
$260K -$98.2K -1,465 -27%
Squarepoint
1010
Squarepoint
New York
$258K -$199K -2,972 -44%
CFG
1011
Cooper Financial Group
California
$257K +$1.14K +17 +0.4%
WDC
1012
Woodward Diversified Capital
California
$257K -$12.8K -191 -5%
ZB
1013
Zions Bancorporation
Utah
$256K -$3.08K -46 -1%
FM
1014
Family Management
New York
$256K
FMP
1015
Financial Management Professionals
Texas
$255K -$38.4K -573 -13%
HIC
1016
Holderness Investments Company
North Carolina
$254K -$670 -10 -0.3%
EMAM
1017
Encompass More Asset Management
California
$254K +$254K +3,784 New
BFA
1018
Beacon Financial Advisory
Ohio
$254K +$7.31K +109 +3%
GLA
1019
Good Life Advisors
Pennsylvania
$253K -$27.1K -404 -10%
TWP
1020
Tyche Wealth Partners
Texas
$251K
BTW
1021
Boston Trust Walden
Massachusetts
$251K
CHAM
1022
Clear Harbor Asset Management
Connecticut
$251K
MIM
1023
Marco Investment Management
Georgia
$251K
GQG Partners
1024
GQG Partners
Florida
$250K
WWM
1025
Western Wealth Management
Colorado
$249K +$23.5K +351 +10%