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 %
EDRH
1001
Edmond de Rothschild Holding
Switzerland
$259K
PAM
1002
Palisade Asset Management
Minnesota
$259K
BCP
1003
Blue Chip Partners
Michigan
$258K +$857 +13 +0.3%
PGF
1004
Plan Group Financial
Oklahoma
$257K +$65.9K +1,000 +34%
Credit Agricole
1005
Credit Agricole
France
$257K
BFA
1006
Beacon Financial Advisory
Ohio
$257K -$2.57K -39 -1%
PWP
1007
Phillips Wealth Planners
Mississippi
$256K -$8.33K -125 -3%
AWA
1008
Arete Wealth Advisors
Illinois
$256K -$655K -9,952 -72%
FMP
1009
Financial Management Professionals
Texas
$256K +$5.27K +80 +2%
SEIA
1010
Signature Estate & Investment Advisors
California
$255K +$462 +7 +0.2%
MW
1011
Marcum Wealth
Ohio
$254K -$15.4K -234 -6%
CWS
1012
Confluence Wealth Services
Pennsylvania
$253K -$2.7K -41 -1%
CCMG
1013
Clark Capital Management Group
Pennsylvania
$252K +$26.4K +400 +12%
OPA
1014
Old Port Advisors
Maine
$252K +$25.9K +393 +11%
SC
1015
Saturna Capital
Washington
$251K -$69.2K -1,049 -22%
MNBTD
1016
Moody National Bank Trust Division
Texas
$250K -$122K -1,856 -33%
QWP
1017
Quotient Wealth Partners
Texas
$247K -$47K -712 -16%
BTW
1018
Boston Trust Walden
Massachusetts
$247K
NAM
1019
NorthCrest Asset Manangement
Minnesota
$247K +$14.8K +225 +6%
WDC
1020
Woodward Diversified Capital
California
$247K +$1.19K +18 +0.5%
BCG
1021
Breakwater Capital Group
New Jersey
$247K +$36.7K +557 +18%
SIA
1022
Soltis Investment Advisors
Utah
$245K -$3.88M -58,839 -94%
SP
1023
Successful Portfolios
Florida
$245K
AWM
1024
Avior Wealth Management
Nebraska
$245K +$167K +2,536 +214%
CD
1025
Chapin Davis
Maryland
$245K +$198 +3 +0.1%