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 %
CFG
1051
Cooper Financial Group
California
$248K -$28.5K -395 -10%
OPA
1052
Old Port Advisors
Maine
$248K +$248K +3,431 New
WRPWM
1053
Werba Rubin Papier Wealth Management
California
$247K +$247K +3,428 New
CCMG
1054
Clark Capital Management Group
Pennsylvania
$247K +$247K +3,427 New
SC
1055
Sawyer & Company
Massachusetts
$246K -$9.02K -125 -4%
WG
1056
Welch Group
Alabama
$246K +$30.4K +421 +14%
DA
1057
Doliver Advisors
Texas
$245K
HPC
1058
HM Payson & Co
Maine
$245K
GSEP
1059
Golden State Equity Partners
California
$244K +$244K +3,381 New
PMA
1060
Prudent Man Advisors
Illinois
$244K -$20.6K -285 -8%
FG
1061
Foster Group
Iowa
$243K +$4.84K +67 +2%
SFC
1062
Strategic Financial Concepts
Texas
$243K +$235K +148,213 +2,808%
RP
1063
Riverbridge Partners
Minnesota
$243K +$243K +3,365 New
SMG
1064
Smart Money Group
Texas
$242K +$1.1K +15 +0.5%
LA
1065
LM Advisors
California
$241K
MMPW
1066
Mitchell McLeod Pugh & Williams
Alabama
$240K
CHC
1067
City Holding Co
West Virginia
$240K -$361 -5 -0.1%
CF
1068
Clarity Financial
Texas
$238K +$238K +3,303 New
GBT
1069
Grove Bank & Trust
Florida
$237K -$7.72K -107 -3%
FG
1070
Fiduciary Group
Georgia
$237K
CG
1071
Clarus Group
Texas
$236K -$232K -3,219 -50%
SWA
1072
SFMG Wealth Advisors
Texas
$236K +$6.14K +85 +3%
KA
1073
Klingman & Associates
New York
$236K +$236K +3,264 New
SW
1074
SkyOak Wealth
Michigan
$235K
TLA
1075
Tanglewood Legacy Advisors
Texas
$234K