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 %
TWP
1026
Tyche Wealth Partners
Texas
$244K -$2.84K -43 -1%
HWA
1027
HCR Wealth Advisors
California
$241K
HS
1028
Horan Securities
United States
$240K -$4.81K -73 -2%
FPAS
1029
Focus Partners Advisor Solutions
Missouri
$240K +$43.9K +666 +22%
NPPM
1030
North Point Portfolio Managers
Ohio
$240K +$240K +3,633 New
FDCP
1031
Foster Dykema Cabot & Partners
Massachusetts
$240K +$26.8K +407 +13%
GF
1032
Goodman Financial
Texas
$239K
AWM
1033
Angeles Wealth Management
California
$239K -$26.5K -402 -10%
PHS
1034
Pekin Hardy Strauss
Illinois
$238K
JPWM
1035
Jamison Private Wealth Management
Georgia
$238K +$24.3K +368 +11%
MIM
1036
Marco Investment Management
Georgia
$238K
CFS
1037
CRA Financial Services
New Jersey
$238K
JFGIW
1038
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K +$5.47K +83 +2%
RC
1039
Roundview Capital
New Jersey
$236K +$29.3K +445 +14%
TLP
1040
Trinity Legacy Partners
Texas
$235K -$7.8K -114 -3%
WRPWM
1041
Werba Rubin Papier Wealth Management
California
$235K +$9.17K +139 +4%
DAM
1042
Delta Asset Management
Tennessee
$234K -$132 -2 -0.1%
TCM
1043
Tufton Capital Management
Maryland
$234K
WAM
1044
Weinberger Asset Management
California
$232K
UCB
1045
United Community Bank
South Carolina
$232K +$31K +470 +15%
BPWM
1046
Badgley Phelps Wealth Managers
Washington
$232K +$21.8K +331 +10%
JF
1047
Jump Financial
Illinois
$231K +$231K +3,500 New
OA
1048
Oxbow Advisors
Texas
$230K -$564K -8,550 -71%
LJAC
1049
L.J. Altfest & Co
New York
$230K +$37.2K +566 +19%
BWP
1050
Barlow Wealth Partners
Kentucky
$230K