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 %
RFWA
1126
RPg Family Wealth Advisory
Massachusetts
$215K +$215K +2,978 New
MIC
1127
Meridian Investment Counsel
California
$215K +$215K +2,977 New
CWA
1128
Choice Wealth Advisors
Maine
$215K +$215K +2,976 New
FPAS
1129
Focus Partners Advisor Solutions
Missouri
$214K +$214K +2,968 New
CA
1130
Claro Advisors
Massachusetts
$214K +$214K +2,967 New
SBWIC
1131
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K +$214K +2,965 New
NFG
1132
Nations Financial Group
Iowa
$214K +$214K +2,962 New
SWA
1133
Stratos Wealth Advisors
Ohio
$214K -$32.3K -448 -13%
NRWA
1134
North Ridge Wealth Advisors
Oregon
$213K +$213K +2,952 New
LJAC
1135
L.J. Altfest & Co
New York
$211K +$211K +2,929 New
MA
1136
MKT Advisors
California
$210K
SCA
1137
Stonebridge Capital Advisors
Minnesota
$210K -$16.8K -233 -7%
PGF
1138
Plan Group Financial
Oklahoma
$209K +$209K +2,901 New
CBFP
1139
Cedar Brook Financial Partners
Ohio
$208K -$185K -2,562 -47%
SCM
1140
Stonebridge Capital Management
California
$208K +$208K +2,876 New
VC
1141
Veery Capital
Delaware
$207K +$207K +2,873 New
FNFDCM
1142
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$206K +$206K +2,854 New
TFF
1143
The Family Firm
Maryland
$205K +$205K +2,843 New
ICP
1144
Interchange Capital Partners
Pennsylvania
$205K +$205K +2,843 New
MBT
1145
Montecito Bank & Trust
California
$205K -$53.9K -747 -21%
TF
1146
Trek Financial
Arizona
$204K -$38.4K -532 -16%
NB
1147
Northwest Bancshares
Pennsylvania
$204K +$204K +2,821 New
CGH
1148
CMG Global Holdings
Texas
$203K +$203K +2,818 New
NAS
1149
Nicolet Advisory Services
Wisconsin
$201K +$201K +2,760 New
PFA
1150
Petra Financial Advisors
Colorado
$200K +$200K +2,772 New