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 %
HBW
1176
Hazlett, Burt & Watson
West Virginia
$66K +$330 +5 +0.5%
WWP
1177
WR Wealth Planners
Missouri
$65.8K +$65.8K +981 New
FMTCOCP
1178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$60K -$10.4K -155 -15%
PCA
1179
Providence Capital Advisors
North Carolina
$59K -$60.7K -906 -51%
AIC
1180
Archer Investment Corporation
Indiana
$57.6K +$469 +7 +0.8%
CSB
1181
City State Bank
Iowa
$55K
GKIM
1182
GW&K Investment Management
Massachusetts
$55K +$32.9K +488 +149%
SWA
1183
SOA Wealth Advisors
New York
$54.6K +$67 +1 +0.1%
NRG
1184
Nemes Rush Group
Michigan
$54.1K
HCM
1185
Highlander Capital Management
New Jersey
$53.6K
KFI
1186
Key Financial Inc
Pennsylvania
$52.9K
CA
1187
Continuum Advisory
Idaho
$52K +$52K +706 New
FCMT
1188
Founders Capital Management (Texas)
Texas
$51.6K -$4.02K -60 -7%
FCA
1189
FinTrust Capital Advisors
South Carolina
$51.3K -$4.36K -65 -8%
MSFP
1190
Mark Sheptoff Financial Planning
Connecticut
$50.3K
TFM
1191
TFC Financial Management
Massachusetts
$49.7K
CSC
1192
Caldwell Sutter Capital
California
$49.5K
MA
1193
MCF Advisors
Kentucky
$47.7K
CPG
1194
Custom Portfolio Group
Colorado
$46.9K
FG
1195
Fairman Group
Pennsylvania
$46.2K
RMC
1196
Resources Management Corp
Connecticut
$45K
CTA
1197
Colonial Trust Advisors
South Carolina
$44.1K
IFAM
1198
Institutional & Family Asset Management
Colorado
$43.2K
MFA
1199
McClarren Financial Advisors
Pennsylvania
$43K -$8.63K -127 -17%
HWA
1200
HHM Wealth Advisors
Tennessee
$40.9K