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 %
Nisa Investment Advisors
1201
Nisa Investment Advisors
Missouri
$40.8K
Fidelity International
1202
Fidelity International
Bermuda
$39.3K +$20.8K +310 +112%
FPFS
1203
First Personal Financial Services
North Carolina
$37.5K
TCM
1204
TD Capital Management
Tennessee
$36.9K
GFPC
1205
Global Financial Private Client
Florida
$36.1K -$45.7K -673 -56%
PK
1206
Pflug Koory
Nebraska
$34.7K +$1.81K +27 +6%
TIM
1207
Tortoise Investment Management
New York
$33.7K +$67 +1 +0.2%
OA
1208
Operose Advisors
Wisconsin
$33.2K -$16.3K -243 -33%
FGA
1209
Fortis Group Advisors
New Jersey
$33K -$33K -492 -50%
ADL
1210
Asset Dedication LLC
California
$32K
JFA
1211
JNBA Financial Advisors
Minnesota
$31.4K
CWP
1212
Concord Wealth Partners
Virginia
$31.1K
AFWM
1213
Abich Financial Wealth Management
Virginia
$30.5K +$3.69K +55 +14%
PPC
1214
Park Place Capital
Alabama
$29.9K
CBT
1215
CoreFirst Bank & Trust
Kansas
$29.4K
SL
1216
Salomon & Ludwin
Virginia
$29K +$5.56K +83 +24%
MSWM
1217
Mowery & Schoenfeld Wealth Management
Illinois
$28.7K
SWC
1218
Spectrum Wealth Counsel
Indiana
$28.6K -$44.8K -668 -61%
MFG
1219
Mendota Financial Group
Wisconsin
$27.8K
CFD
1220
Creative Financial Designs
Indiana
$26.9K +$268 +4 +1%
YDMI
1221
Y.D. More Investments
Israel
$26.8K -$26.8K -400 -50%
GIA
1222
GHP Investment Advisors
Colorado
$26.8K -$16.6K -247 -38%
TSWM
1223
Tyler-Stone Wealth Management
Ohio
$26.4K +$201 +3 +0.8%
BHWM
1224
Beaird Harris Wealth Management
Texas
$26.4K -$3.62K -54 -12%
PWA
1225
Provenance Wealth Advisors
Florida
$26.1K -$8.78K -131 -25%