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 %
LTAS
1051
Linden Thomas Advisory Services
North Carolina
$233K +$233K +3,477 New
TAM
1052
Titleist Asset Management
Texas
$233K +$233K +3,472 New
TLP
1053
Trinity Legacy Partners
Texas
$231K -$26.8K -400 -10%
SWA
1054
Stratos Wealth Advisors
Ohio
$229K -$136K -2,027 -37%
DA
1055
Doliver Advisors
Texas
$228K -$20.1K -300 -8%
GBT
1056
Grove Bank & Trust
Florida
$228K
HPC
1057
HM Payson & Co
Maine
$227K
GWM
1058
Geneos Wealth Management
Colorado
$226K
CWP
1059
CFM Wealth Partners
Texas
$226K -$8.78K -131 -4%
TF
1060
Trek Financial
Arizona
$225K +$7.24K +108 +3%
LA
1061
LM Advisors
California
$224K -$23.1K -345 -9%
OFS
1062
OneAscent Financial Services
Alabama
$224K +$13.9K +207 +7%
CHC
1063
City Holding Co
West Virginia
$224K -$7.17K -107 -3%
MMPW
1064
Mitchell McLeod Pugh & Williams
Alabama
$223K
UCB
1065
United Community Bank
South Carolina
$222K +$9.31K +139 +4%
FG
1066
Foster Group
Iowa
$221K +$221K +3,303 New
BCM
1067
Bayesian Capital Management
New York
$221K +$221K +3,300 New
FG
1068
Fiduciary Group
Georgia
$220K -$2.28K -34 -1%
BG
1069
Bollard Group
Massachusetts
$219K +$87.7K +1,311 +67%
GFG
1070
Goldstone Financial Group
Illinois
$218K +$218K +3,251 New
SW
1071
SkyOak Wealth
Michigan
$218K
TLA
1072
Tanglewood Legacy Advisors
Texas
$218K +$218K +3,248 New
APP
1073
Avantax Planning Partners
Iowa
$217K +$217K +3,237 New
MSAM
1074
Moloney Securities Asset Management
Missouri
$217K -$18.6K -277 -8%
TF
1075
Tompkins Financial
New York
$217K