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 %
HWP
1126
Highline Wealth Partners
California
$148K +$2.84K +43 +2%
OC
1127
Oarsman Capital
Wisconsin
$147K +$147K +2,236 New
FAM
1128
Flaharty Asset Management
Florida
$147K +$147K +2,223 New
BWP
1129
Baldwin Wealth Partners
Massachusetts
$139K +$13.1K +199 +10%
WSC
1130
Wellington Shields & Co
New York
$137K
BCFD
1131
Boit C.F. David
$136K
AF
1132
Advisornet Financial
Minnesota
$131K
WI
1133
Wintrust Investments
Illinois
$130K -$176K -2,664 -57%
BCA
1134
Bray Capital Advisors
Florida
$129K
Nisa Investment Advisors
1135
Nisa Investment Advisors
Missouri
$128K
PGAM
1136
Princeton Global Asset Management
New Jersey
$126K
FPF
1137
First Pacific Financial
Washington
$125K +$989 +15 +0.8%
WCM
1138
Westend Capital Management
California
$123K
SFCL
1139
Strengthening Families & Communities LLC
Massachusetts
$122K +$132 +2 +0.1%
APF
1140
Alaska Permanent Fund
Alaska
$121K
SG Americas Securities
1141
SG Americas Securities
New York
$121K +$121K +1,834 New
PB
1142
Pinnacle Bancorp
Nebraska
$120K +$7.45K +113 +7%
CA
1143
CoreCap Advisors
Michigan
$116K +$116K +1,754 New
SWM
1144
Sugarloaf Wealth Management
Georgia
$114K +$132 +2 +0.1%
CF
1145
Centaurus Financial
California
$113K
LWANC
1146
Laurel Wealth Advisors (North Carolina)
North Carolina
$112K +$15K +228 +15%
HCM
1147
Hollencrest Capital Management
California
$111K +$6.86K +104 +7%
WCM
1148
Winthrop Capital Management
Indiana
$107K +$107K +1,616 New
VWM
1149
Venturi Wealth Management
Texas
$104K +$2.64K +40 +3%
ITIM
1150
Indiana Trust & Investment Management
Indiana
$100K