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 %
SF
1101
Symphony Financial
Texas
$206K +$206K +3,075 New
AWM
1102
Aprio Wealth Management
Georgia
$206K +$206K +3,073 New
BIG
1103
Builder Investment Group
Georgia
$205K
JWA
1104
JFS Wealth Advisors
Pennsylvania
$204K +$67 +1 +0%
WTA
1105
Washington Trust Advisors
Massachusetts
$203K
OPWM
1106
Oxinas Partners Wealth Management
Indiana
$202K +$202K +3,013 New
AWM
1107
Angeles Wealth Management
California
$202K -$40.2K -600 -17%
Bank of Nova Scotia
1108
Bank of Nova Scotia
Ontario, Canada
$201K +$201K +3,000 New
CIA
1109
Cascade Investment Advisors
Oregon
$201K +$201K +3,000 New
TA
1110
Teramo Advisors
Florida
$201K +$201K +3,000 New
AWM
1111
Ameliora Wealth Management
Switzerland
$201K +$201K +3,000 New
EFS
1112
Essex Financial Services
Connecticut
$200K +$200K +2,990 New
MP
1113
McDonald Partners
Ohio
$200K +$200K +2,987 New
WG
1114
Welch Group
Alabama
$200K +$200K +2,986 New
PPWM
1115
PFG Private Wealth Management
Florida
$199K +$2.88K +43 +1%
OP
1116
ORG Partners
Indiana
$195K +$195K +2,872 New
SAM
1117
Smartleaf Asset Management
Massachusetts
$192K +$192K +2,872 New
ME
1118
McIlrath & Eck
Washington
$185K +$15.2K +227 +9%
TRCT
1119
Tower Research Capital (TRC)
New York
$178K -$111K -1,650 -38%
RTC
1120
Riverview Trust Company
Washington
$176K +$176K +2,629 New
SIC
1121
Salem Investment Counselors
North Carolina
$169K -$26.8K -400 -14%
FPB
1122
First PREMIER Bank
South Dakota
$168K
OPTFSNA
1123
Old Point Trust & Financial Services N A
Virginia
$167K +$32.5K +485 +24%
AA
1124
Addison Advisors
Vermont
$162K +$5.03K +75 +3%
AWM
1125
Avior Wealth Management
Nebraska
$147K +$72.2K +1,077 +97%