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 %
TF
1076
Tompkins Financial
New York
$213K
EBSAM
1077
Eubel Brady & Suttman Asset Management
Ohio
$212K
CHC
1078
City Holding Co
West Virginia
$212K -$7.91K -120 -4%
NFG
1079
Nations Financial Group
Iowa
$212K +$16.3K +247 +8%
SW
1080
Simplicity Wealth
New Jersey
$211K -$6.27M -94,989 -97%
SIA
1081
SeaBridge Investment Advisors
New Jersey
$211K
GLLW
1082
Graves Light Lenhart Wealth
Virginia
$211K
CCFM
1083
Clear Creek Financial Management
Washington
$211K +$211K +3,194 New
ACA
1084
Atlas Capital Advisors
Wyoming
$211K -$123K -1,864 -37%
LW
1085
Linscomb Wealth
Texas
$210K +$3.96K +60 +2%
TIM
1086
Thompson Investment Management
Wisconsin
$209K
CV
1087
Counterweight Ventures
North Carolina
$209K
NC
1088
NBW Capital
Massachusetts
$209K +$209K +3,174 New
RBFC
1089
Roman Butler Fullerton & Co
Missouri
$209K -$22K -333 -10%
SC
1090
Sawyer & Company
Massachusetts
$208K -$16.8K -255 -7%
PFSC
1091
Peoples Financial Services Corp
Pennsylvania
$208K
FWM
1092
FMB Wealth Management
California
$208K
FCBT
1093
First Citizens Bank & Trust
North Carolina
$207K +$207K +3,146 New
DWM
1094
Diversify Wealth Management
Utah
$207K -$32.8K -493 -14%
SCA
1095
Stonebridge Capital Advisors
Minnesota
$206K +$14.1K +214 +7%
BAM
1096
Belpointe Asset Management
Nevada
$206K +$206K +3,124 New
CCP
1097
Clifford Capital Partners
Utah
$206K
WPW
1098
Warther Private Wealth
Ohio
$204K
MBT
1099
Montecito Bank & Trust
California
$204K +$17.1K +260 +9%
WTA
1100
Washington Trust Advisors
Massachusetts
$204K +$3.89K +59 +2%