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 %
WDC
1026
Woodward Diversified Capital
California
$269K -$7.72K -107 -3%
SP
1027
Successful Portfolios
Florida
$269K +$72 +1 +0%
CD
1028
Chapin Davis
Maryland
$268K +$144 +2 +0.1%
HS
1029
Horan Securities
United States
$268K +$72 +1 +0%
TIM
1030
Tevis Investment Management
Texas
$267K -$115K -1,593 -30%
HWA
1031
HCR Wealth Advisors
California
$264K
GF
1032
Goodman Financial
Texas
$262K
PHS
1033
Pekin Hardy Strauss
Illinois
$261K -$7.22K -100 -3%
MIM
1034
Marco Investment Management
Georgia
$260K -$9.96K -138 -4%
CFS
1035
CRA Financial Services
New Jersey
$260K -$46.9K -650 -15%
ZB
1036
Zions Bancorporation
Utah
$260K -$15.6K -216 -6%
HVIA
1037
Hudson Valley Investment Advisors
New York
$257K
TLP
1038
Trinity Legacy Partners
Texas
$257K +$7.65K +106 +3%
DAM
1039
Delta Asset Management
Tennessee
$256K
TCM
1040
Tufton Capital Management
Maryland
$256K
RBFC
1041
Roman Butler Fullerton & Co
Missouri
$255K -$35.3K -484 -12%
WAM
1042
Weinberger Asset Management
California
$254K
NAM
1043
NorthCrest Asset Manangement
Minnesota
$254K -$31.6K -438 -11%
JFGIW
1044
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K +$137K +1,900 +118%
IWA
1045
Icon Wealth Advisors
Texas
$253K -$115K -1,564 -31%
FIA
1046
Foundations Investment Advisors
Arizona
$253K -$13.1K -182 -5%
DWM
1047
Diversify Wealth Management
Utah
$253K +$253K +3,610 New
AWM
1048
Aprio Wealth Management
Georgia
$251K +$29.1K +403 +13%
WWM
1049
Western Wealth Management
Colorado
$250K -$18.6K -257 -7%
CCG
1050
Catalina Capital Group
California
$250K -$4.04K -56 -2%