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 %
SP
1026
Successful Portfolios
Florida
$249K +$31.9K +476 +15%
SGI
1027
Summit Global Investments
Utah
$249K -$719K -10,725 -74%
CD
1028
Chapin Davis
Maryland
$249K +$335 +5 +0.1%
PHS
1029
Pekin Hardy Strauss
Illinois
$249K
HS
1030
Horan Securities
United States
$249K +$5.77K +86 +2%
FIA
1031
Foundations Investment Advisors
Arizona
$247K +$15K +224 +6%
MWM
1032
MBE Wealth Management
Wisconsin
$247K
PMA
1033
Prudent Man Advisors
Illinois
$246K -$60.7K -905 -20%
SGA
1034
Strategic Global Advisors
California
$245K -$670 -10 -0.3%
HWA
1035
HCR Wealth Advisors
California
$245K
GF
1036
Goodman Financial
Texas
$243K
Fiera Capital (Canada)
1037
Fiera Capital (Canada)
Quebec, Canada
$243K +$243K +3,624 New
PA
1038
Procyon Advisors
Connecticut
$242K -$8.51K -127 -3%
AW
1039
Avion Wealth
Texas
$242K +$81.7K +1,217 +51%
CC
1040
Cadinha & Co
Hawaii
$242K -$29.5K -440 -11%
KCM
1041
Kathmere Capital Management
Pennsylvania
$242K +$22.8K +340 +10%
MBT
1042
Montecito Bank & Trust
California
$240K +$13.9K +207 +6%
DAM
1043
Delta Asset Management
Tennessee
$238K
TCM
1044
Tufton Capital Management
Maryland
$238K
IW
1045
Imprint Wealth
South Carolina
$237K +$237K +3,495 New
SC
1046
Sawyer & Company
Massachusetts
$237K -$3.69K -55 -2%
BWP
1047
Barlow Wealth Partners
Kentucky
$237K
WAM
1048
Weinberger Asset Management
California
$236K
CCG
1049
Catalina Capital Group
California
$236K +$236K +3,517 New
SMG
1050
Smart Money Group
Texas
$236K -$215 -3 -0.1%