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 %
CT
1151
Colonial Trust
South Carolina
$97.1K -$1.61K -24 -2%
USB
1152
Union Savings Bank
Connecticut
$95.8K
AAP
1153
Arax Advisory Partners
Colorado
$95.5K -$37.5K -559 -28%
HIA
1154
Harbor Investment Advisory
Maryland
$94.4K +$1.01K +15 +1%
SSG
1155
Summit Securities Group
New York
$94K -$4.13M -61,446 -98%
CNBTD
1156
Citizens National Bank Trust Department
Mississippi
$90.3K
AEPWM
1157
Atlantic Edge Private Wealth Management
Florida
$87.2K
TCCM
1158
Timber Creek Capital Management
Massachusetts
$87.2K
WBC
1159
West Branch Capital
Massachusetts
$87.2K
FCAS
1160
First Command Advisory Services
Texas
$86K +$14.5K +217 +20%
BFPW
1161
BOK Financial Private Wealth
Colorado
$85.5K +$201 +3 +0.2%
AA
1162
AlphaMark Advisors
Kentucky
$85K
LWANC
1163
Laurel Wealth Advisors (North Carolina)
North Carolina
$83.3K -$22.7K -338 -21%
MRCM
1164
M&R Capital Management
New Jersey
$81.4K -$11.7K -175 -13%
ANBT
1165
American National Bank & Trust
Texas
$80.9K +$73.7K +1,100 +1,028%
ITIM
1166
Indiana Trust & Investment Management
Indiana
$76K -$6.97K -104 -8%
OC
1167
Oakworth Capital
Alabama
$75.7K
PAM
1168
Paradigm Asset Management
New York
$75K
RA
1169
Rise Advisors
New York
$73.9K +$46.2K +690 +167%
FIM
1170
Fernwood Investment Management
Massachusetts
$72.2K +$72.2K +1,077 New
AAG
1171
Armstrong Advisory Group
Massachusetts
$70.9K
CFO
1172
CVA Family Office
Colorado
$69.3K -$3.42K -51 -5%
BC
1173
Barrett & Company
Rhode Island
$68.8K
LB
1174
Legacy Bridge
Iowa
$67K
GJWM
1175
Gilliland Jeter Wealth Management
Arkansas
$67K +$67K +1,000 New