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 %
ECM
1101
Elgethun Capital Management
South Dakota
$203K -$6.6K -100 -3%
AP
1102
Adero Partners
California
$202K +$202K +3,069 New
DC
1103
Diametric Capital
Massachusetts
$202K +$202K +3,069 New
ZIM
1104
Zacks Investment Management
Illinois
$202K +$202K +3,066 New
BIG
1105
Builder Investment Group
Georgia
$202K
ZF
1106
Zega Financial
Florida
$201K +$660 +10 +0.3%
GIA
1107
Gladstone Institutional Advisory
Florida
$201K +$593 +9 +0.3%
RA
1108
Riversedge Advisors
Delaware
$201K +$3.63K +55 +2%
HI
1109
Hudock Inc
Pennsylvania
$201K +$923 +14 +0.5%
JWA
1110
JFS Wealth Advisors
Pennsylvania
$200K
GBT
1111
Grove Bank & Trust
Florida
$199K -$17.8K -270 -8%
AWM
1112
Ameliora Wealth Management
Switzerland
$198K
SOAMC
1113
Spirit of America Management Corp
New York
$198K +$66K +1,000 +50%
OC
1114
Oakworth Capital
Alabama
$190K +$79.1K +1,200 +72%
GSEP
1115
Golden State Equity Partners
California
$188K -$35.2K -534 -16%
AA
1116
Addison Advisors
Vermont
$180K -$2.9K -44 -2%
RTC
1117
Riverview Trust Company
Washington
$173K
SIC
1118
Salem Investment Counselors
North Carolina
$169K +$3.43K +52 +2%
PS
1119
Planned Solutions
California
$169K +$169K +2,565 New
FPB
1120
First PREMIER Bank
South Dakota
$165K
FCA
1121
FinTrust Capital Advisors
South Carolina
$165K +$85.3K +1,294 +108%
BFPW
1122
BOK Financial Private Wealth
Colorado
$162K +$77.6K +1,176 +92%
OWP
1123
ORG Wealth Partners
Texas
$161K +$161K +2,445 New
ME
1124
McIlrath & Eck
Washington
$161K -$20.8K -315 -11%
PPWM
1125
PFG Private Wealth Management
Florida
$158K -$2.18K -33 -1%