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 %
AP
1151
Appleton Partners
Massachusetts
$200K +$200K +2,772 New
AA
1152
Addison Advisors
Vermont
$200K +$25.4K +352 +15%
ME
1153
McIlrath & Eck
Washington
$199K
RTC
1154
Riverview Trust Company
Washington
$190K
SIC
1155
Salem Investment Counselors
North Carolina
$181K
JWM
1156
Janiczek Wealth Management
Colorado
$180K +$26.6K +368 +17%
FPB
1157
First PREMIER Bank
South Dakota
$180K
PPWM
1158
PFG Private Wealth Management
Florida
$176K -$38.8K -538 -18%
HWP
1159
Highline Wealth Partners
California
$158K +$7.72K +107 +5%
WSC
1160
Wellington Shields & Co
New York
$150K
CAL
1161
Capital Analysts LLC
Pennsylvania
$147K
SOAMC
1162
Spirit of America Management Corp
New York
$144K
BCFD
1163
Boit C.F. David
$144K +$144K +2,000 New
AF
1164
Advisornet Financial
Minnesota
$143K +$34.3K +475 +31%
AW
1165
Avion Wealth
Texas
$143K -$116K -1,617 -45%
BCA
1166
Bray Capital Advisors
Florida
$141K
Nisa Investment Advisors
1167
Nisa Investment Advisors
Missouri
$140K +$96K +1,330 +218%
PGAM
1168
Princeton Global Asset Management
New Jersey
$138K
BWP
1169
Baldwin Wealth Partners
Massachusetts
$138K
WCM
1170
Westend Capital Management
California
$136K -$11.2K -153 -8%
FPF
1171
First Pacific Financial
Washington
$135K +$29.9K +414 +28%
APF
1172
Alaska Permanent Fund
Alaska
$134K +$3.52K +48 +3%
SFCL
1173
Strengthening Families & Communities LLC
Massachusetts
$133K +$133K +1,846 New
SWM
1174
Sugarloaf Wealth Management
Georgia
$125K +$101K +1,402 +433%
CF
1175
Centaurus Financial
California
$124K +$7.06K +98 +6%