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 %
AP
1001
Advisors Preferred
Maryland
$287K +$287K +3,939 New
WLG
1002
Williamson Legacy Group
Indiana
$287K -$528K -7,319 -65%
HCP
1003
Hexagon Capital Partners
Arkansas
$285K +$4.33K +60 +2%
KA
1004
Kozak & Associates
Colorado
$285K -$1.02K -14 -0.4%
MBTD
1005
Mechanics Bank - Trust Department
California
$285K -$6.5K -90 -2%
BFA
1006
Beacon Financial Advisory
Ohio
$284K +$10.5K +146 +4%
EDRH
1007
Edmond de Rothschild Holding
Switzerland
$283K
SIG
1008
Sargent Investment Group
Maryland
$283K +$283K +3,924 New
PAM
1009
Palisade Asset Management
Minnesota
$283K
GLA
1010
Good Life Advisors
Pennsylvania
$282K +$9.96K +138 +4%
Credit Agricole
1011
Credit Agricole
France
$282K
BCP
1012
Blue Chip Partners
Michigan
$281K +$866 +12 +0.3%
CWS
1013
Confluence Wealth Services
Pennsylvania
$280K -$26.6K -369 -9%
GWM
1014
Geneos Wealth Management
Colorado
$280K +$35.9K +498 +15%
AIA
1015
Alera Investment Advisors
Illinois
$280K +$280K +3,873 New
SAM
1016
Smartleaf Asset Management
Massachusetts
$279K +$73.7K +1,032 +36%
KWA
1017
Kingswood Wealth Advisors
California
$279K -$3.97K -55 -1%
SEIA
1018
Signature Estate & Investment Advisors
California
$278K +$278K +3,854 New
ATS
1019
Ashton Thomas Securities
New York
$278K +$278K +3,825 New
SFG
1020
SevenBridge Financial Group
Pennsylvania
$277K -$15.3K -220 -5%
FMP
1021
Financial Management Professionals
Texas
$275K -$72 -1 -0%
HIC
1022
Holderness Investments Company
North Carolina
$274K
Capstone Investment Advisors
1023
Capstone Investment Advisors
New York
$271K +$271K +3,757 New
TWP
1024
Tyche Wealth Partners
Texas
$271K
BTW
1025
Boston Trust Walden
Massachusetts
$271K