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 %
DA
1051
Doliver Advisors
Texas
$228K +$3.63K +55 +2%
ZB
1052
Zions Bancorporation
Utah
$227K -$10.6K -161 -4%
CFG
1053
Cooper Financial Group
California
$226K -$528 -8 -0.2%
CIA
1054
Choate Investment Advisors
Massachusetts
$226K -$236K -3,577 -51%
MSAM
1055
Moloney Securities Asset Management
Missouri
$225K +$13.8K +210 +7%
WG
1056
Welch Group
Alabama
$225K
PMA
1057
Prudent Man Advisors
Illinois
$224K +$1.32K +20 +0.6%
HPC
1058
HM Payson & Co
Maine
$224K
RP
1059
Riverbridge Partners
Minnesota
$222K
SG
1060
StoneX Group
New York
$222K +$222K +3,360 New
TIM
1061
Tevis Investment Management
Texas
$220K -$24.3K -368 -10%
SWA
1062
SFMG Wealth Advisors
Texas
$219K +$3.3K +50 +2%
CCG
1063
Cypress Capital Group
Florida
$218K +$218K +3,311 New
Barclays
1064
Barclays
United Kingdom
$218K -$109K -1,650 -33%
FG
1065
Fiduciary Group
Georgia
$217K
MOS
1066
MGO One Seven
Ohio
$216K -$84.5K -1,281 -28%
CG
1067
Clarus Group
Texas
$216K +$594 +9 +0.3%
Acadian Asset Management
1068
Acadian Asset Management
Massachusetts
$216K -$2.3M -34,967 -91%
WWM
1069
Western Wealth Management
Colorado
$216K -$12.5K -190 -5%
TFP
1070
Triune Financial Partners
Kansas
$215K +$2.11K +32 +1%
KA
1071
Klingman & Associates
New York
$214K -$857 -13 -0.4%
SW
1072
SkyOak Wealth
Michigan
$214K
TLA
1073
Tanglewood Legacy Advisors
Texas
$214K
ACA
1074
Ascension Capital Advisors
Texas
$214K +$214K +3,242 New
FG
1075
Foster Group
Iowa
$213K -$9.17K -139 -4%