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 %
FCA
1201
FinTrust Capital Advisors
South Carolina
$86.7K +$31.5K +436 +57%
MRCM
1202
M&R Capital Management
New Jersey
$85.8K -$1.8K -25 -2%
AWM
1203
Avior Wealth Management
Nebraska
$85.5K -$72.9K -1,009 -46%
Fidelity International
1204
Fidelity International
Bermuda
$85.3K +$43K +596 +102%
AAG
1205
Armstrong Advisory Group
Massachusetts
$83.8K +$5.99K +83 +8%
RA
1206
Rise Advisors
New York
$82.9K +$3.25K +45 +4%
PAM
1207
Paradigm Asset Management
New York
$80.7K
FNWA
1208
Financial Network Wealth Advisors
Utah
$77.5K +$77.5K +1,075 New
BFP
1209
Briaud Financial Planning
Texas
$76K +$76K +1,063 New
CFO
1210
CVA Family Office
Colorado
$74.6K
BC
1211
Barrett & Company
Rhode Island
$74.1K
HBW
1212
Hazlett, Burt & Watson
West Virginia
$73K +$291 +4 +0.4%
GJWM
1213
Gilliland Jeter Wealth Management
Arkansas
$72.2K
LB
1214
Legacy Bridge
Iowa
$72.2K
SSG
1215
Summit Securities Group
New York
$72K -$28.8K -400 -29%
ADL
1216
Asset Dedication LLC
California
$70.8K +$36K +499 +104%
WWP
1217
WR Wealth Planners
Missouri
$70.2K -$650 -9 -0.9%
IUHSA
1218
Itau Unibanco Holding S.A.
Brazil
$69.7K +$69.7K +966 New
KFI
1219
Key Financial Inc
Pennsylvania
$65K +$8.08K +112 +14%
PCA
1220
Providence Capital Advisors
North Carolina
$63.5K
AIC
1221
Archer Investment Corporation
Indiana
$62.5K +$433 +6 +0.7%
CTA
1222
Colonial Trust Advisors
South Carolina
$61.9K +$14.4K +200 +30%
OLVIG
1223
Oliver Lagore Vanvalin Investment Group
Michigan
$61.2K +$43.8K +607 +252%
RWMG
1224
Redwood Wealth Management Group
New Jersey
$60.4K +$60.4K +837 New
GKIM
1225
GW&K Investment Management
Massachusetts
$59K