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 %
JPWM
1076
Jamison Private Wealth Management
Georgia
$234K -$49.1K -680 -17%
TF
1077
Tompkins Financial
New York
$233K
EBSAM
1078
Eubel Brady & Suttman Asset Management
Ohio
$233K
BWP
1079
Barlow Wealth Partners
Kentucky
$233K
GLLW
1080
Graves Light Lenhart Wealth
Virginia
$233K
TFP
1081
Triune Financial Partners
Kansas
$233K +$2.24K +31 +1%
AIM
1082
Avity Investment Management
Connecticut
$233K
FDCP
1083
Foster Dykema Cabot & Partners
Massachusetts
$233K
APP
1084
Avantax Planning Partners
Iowa
$232K -$2.09K -29 -0.9%
MSAM
1085
Moloney Securities Asset Management
Missouri
$231K -$2.17K -30 -0.9%
CC
1086
Cadinha & Co
Hawaii
$231K -$28.9K -400 -11%
SIA
1087
SeaBridge Investment Advisors
New Jersey
$231K
BPWM
1088
Badgley Phelps Wealth Managers
Washington
$230K +$230K +3,187 New
ECM
1089
Elgethun Capital Management
South Dakota
$230K
BCG
1090
Breakwater Capital Group
New Jersey
$230K +$1.44K +20 +0.6%
TIM
1091
Thompson Investment Management
Wisconsin
$229K
CV
1092
Counterweight Ventures
North Carolina
$229K
PFSC
1093
Peoples Financial Services Corp
Pennsylvania
$227K
FWM
1094
FMB Wealth Management
California
$227K
RC
1095
Roundview Capital
New Jersey
$227K
AA
1096
Ancora Advisors
Ohio
$226K +$217 +3 +0.1%
LW
1097
Linscomb Wealth
Texas
$226K -$84.1K -1,165 -27%
RIA
1098
Retirement Investment Advisors
Oklahoma
$226K +$226K +3,130 New
CCP
1099
Clifford Capital Partners
Utah
$225K
CIC
1100
Carnegie Investment Counsel
Ohio
$224K