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 %
RFG
1226
REAP Financial Group
Texas
$25.2K -$27K -403 -52%
CPG
1227
Cornerstone Planning Group
New Jersey
$24.5K +$24.5K +339 New
WAG
1228
Wiser Advisor Group
Arizona
$24.2K -$134 -2 -0.6%
PCMC
1229
Planning Capital Management Corporation
Pennsylvania
$23.6K -$10.1K -151 -30%
T2I
1230
Turim 21 Investimentos
Brazil
$23.1K
TC
1231
Trust Company
Kansas
$23.1K
NECFA
1232
New England Capital Financial Advisors
Connecticut
$22.7K
CAM
1233
Creekmur Asset Management
Illinois
$22.3K +$6.5K +97 +41%
SFA
1234
Semmax Financial Advisors
North Carolina
$22.3K
CP
1235
Castleview Partners
Texas
$21.9K
SWM
1236
Sugarloaf Wealth Management
Georgia
$21.7K +$134 +2 +0.6%
HWM
1237
HighMark Wealth Management
Minnesota
$21.7K +$201 +3 +0.9%
TC
1238
Tacita Capital
Ontario, Canada
$21.7K
RFA
1239
Register Financial Advisors
Georgia
$21.5K +$21.5K +321 New
SVCP
1240
Silicon Valley Capital Partners
California
$21.1K +$201 +3 +1%
BONH
1241
Bank of New Hampshire
New Hampshire
$20.8K
CPBTD
1242
Central Pacific Bank - Trust Division
Hawaii
$20.5K +$20.5K +302 New
GGI
1243
Godsey & Gibb Inc
Virginia
$20.1K
SC
1244
Stephens Consulting
Michigan
$20.1K
CA
1245
Centerpoint Advisors
Massachusetts
$20K
UIA
1246
Ulland Investment Advisors
Minnesota
$20K
CWC
1247
Carolinas Wealth Consulting
North Carolina
$19.8K
PP
1248
Pacifica Partners
Canada
$19.3K -$3.37K -50 -15%
HC
1249
Hoese & Co
Minnesota
$18.8K
FUBT
1250
First United Bank & Trust
Maryland
$17.8K