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 %
AIM
1076
Avity Investment Management
Connecticut
$216K
FDCP
1077
Foster Dykema Cabot & Partners
Massachusetts
$216K
EBSAM
1078
Eubel Brady & Suttman Asset Management
Ohio
$216K
SIA
1079
SeaBridge Investment Advisors
New Jersey
$215K
GLLW
1080
Graves Light Lenhart Wealth
Virginia
$214K
TFP
1081
Triune Financial Partners
Kansas
$214K +$2.15K +32 +1%
SWA
1082
SFMG Wealth Advisors
Texas
$213K +$213K +3,183 New
ECM
1083
Elgethun Capital Management
South Dakota
$213K +$213K +3,183 New
TIM
1084
Thompson Investment Management
Wisconsin
$213K
CV
1085
Counterweight Ventures
North Carolina
$213K -$67 -1 -0%
BCG
1086
Breakwater Capital Group
New Jersey
$212K +$212K +3,161 New
BBWA
1087
Bell & Brown Wealth Advisors
California
$211K -$6.97K -104 -3%
PFSC
1088
Peoples Financial Services Corp
Pennsylvania
$211K
FWM
1089
FMB Wealth Management
California
$211K -$67 -1 -0%
SCA
1090
Stonebridge Capital Advisors
Minnesota
$211K +$211K +3,148 New
MA
1091
MKT Advisors
California
$211K -$16.3K -225 -7%
RC
1092
Roundview Capital
New Jersey
$210K -$1.07K -16 -0.5%
AA
1093
Ancora Advisors
Ohio
$210K +$134 +2 +0.1%
CCP
1094
Clifford Capital Partners
Utah
$209K
DWP
1095
Daymark Wealth Partners
Ohio
$209K -$13.4K -200 -6%
CIC
1096
Carnegie Investment Counsel
Ohio
$208K +$208K +3,108 New
SI
1097
Sprott Inc
Ontario, Canada
$208K -$3.35K -50 -2%
TTWM
1098
TCV Trust & Wealth Management
Virginia
$208K -$26.8K -400 -11%
RI
1099
Redwood Investments
Massachusetts
$208K +$3.69K +55 +2%
RFG
1100
RFP Financial Group
Georgia
$207K +$737 +11 +0.4%