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 %
HBW
1176
Hazlett, Burt & Watson
West Virginia
$65K -$587 -9 -0.9%
ADL
1177
Asset Dedication LLC
California
$64.7K
IUHSA
1178
Itau Unibanco Holding S.A.
Brazil
$63.7K
WWP
1179
WR Wealth Planners
Missouri
$62.9K -$1.25K -19 -2%
FNWA
1180
Financial Network Wealth Advisors
Utah
$60.6K -$10.3K -156 -15%
VCM
1181
Versant Capital Management
Arizona
$59.9K +$59.9K +908 New
KFI
1182
Key Financial Inc
Pennsylvania
$59.5K +$66 +1 +0.1%
HIA
1183
Harbor Investment Advisory
Maryland
$58.9K -$33K -500 -36%
ATS
1184
Ashton Thomas Securities
New York
$58.6K -$194K -2,936 -77%
CTA
1185
Colonial Trust Advisors
South Carolina
$56.6K
PCA
1186
Providence Capital Advisors
North Carolina
$55.8K -$2.24K -34 -4%
GKIM
1187
GW&K Investment Management
Massachusetts
$54K
CSB
1188
City State Bank
Iowa
$53.9K
SWA
1189
SOA Wealth Advisors
New York
$53.8K
Zurich Cantonal Bank
1190
Zurich Cantonal Bank
Switzerland
$51.4K +$6.99K +106 +16%
FPFS
1191
First Personal Financial Services
North Carolina
$51.1K +$14.2K +215 +38%
FCMT
1192
Founders Capital Management (Texas)
Texas
$50.8K
FMTCOCP
1193
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K -$39.3K -600 -44%
MSFP
1194
Mark Sheptoff Financial Planning
Connecticut
$49.5K
TFM
1195
TFC Financial Management
Massachusetts
$48.8K
CSC
1196
Caldwell Sutter Capital
California
$48.7K
WB
1197
Webster Bank
Connecticut
$48.7K
GFPC
1198
Global Financial Private Client
Florida
$48.6K +$13.5K +205 +39%
MA
1199
MCF Advisors
Kentucky
$47K
OPTFSNA
1200
Old Point Trust & Financial Services N A
Virginia
$46.2K