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 %
CSB
1226
City State Bank
Iowa
$59K -$361 -5 -0.6%
SWA
1227
SOA Wealth Advisors
New York
$58.8K
FCMT
1228
Founders Capital Management (Texas)
Texas
$55.6K
IGWM
1229
ICA Group Wealth Management
Colorado
$55.3K -$57.2K -793 -51%
MSFP
1230
Mark Sheptoff Financial Planning
Connecticut
$54.1K
TFM
1231
TFC Financial Management
Massachusetts
$53.5K
WB
1232
Webster Bank
Connecticut
$53.3K -$57.7K -800 -52%
CSC
1233
Caldwell Sutter Capital
California
$53.3K
NFSG
1234
Newbridge Financial Services Group
Florida
$51.8K +$41K +568 +379%
BHWM
1235
Beaird Harris Wealth Management
Texas
$51.6K +$23.2K +321 +81%
MA
1236
MCF Advisors
Kentucky
$51.4K
OPTFSNA
1237
Old Point Trust & Financial Services N A
Virginia
$50.6K -$129K -1,785 -72%
CPG
1238
Custom Portfolio Group
Colorado
$50.5K
FG
1239
Fairman Group
Pennsylvania
$49.7K
Zurich Cantonal Bank
1240
Zurich Cantonal Bank
Switzerland
$48.6K +$48.6K +674 New
RMC
1241
Resources Management Corp
Connecticut
$48K
IFAM
1242
Institutional & Family Asset Management
Colorado
$46.6K
LI
1243
LRI Investments
Florida
$45.7K +$44.5K +617 +3,856%
CA
1244
Continuum Advisory
Idaho
$45.5K -$5.49K -76 -11%
MFA
1245
McClarren Financial Advisors
Pennsylvania
$44K -$149K -489 -77%
HGERS
1246
Householder Group Estate & Retirement Specialist
Arizona
$44K +$30.1K +425 +217%
RTL
1247
Red Tortoise LLC
Georgia
$43.5K +$36.1K +500 +485%
FPFS
1248
First Personal Financial Services
North Carolina
$40.4K
CFD
1249
Creative Financial Designs
Indiana
$39.9K +$10.9K +151 +38%
TCM
1250
TD Capital Management
Tennessee
$39.7K