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 %
CFS
1276
CGC Financial Services
Oregon
$12.5K
AWM
1277
Avondale Wealth Management
Texas
$11.6K +$11.6K +173 New
BCM
1278
Barometer Capital Management
Ontario, Canada
$10.7K +$10.7K +149 New
GTAM
1279
Global Trust Asset Management
Florida
$10.1K
NFSG
1280
Newbridge Financial Services Group
Florida
$10.1K
RG
1281
Retirement Group
California
$9.79K
JGIA
1282
Jackson Grant Investment Advisers
Connecticut
$9.52K
GWSG
1283
GPS Wealth Strategies Group
Colorado
$9.39K
SRCM
1284
Signature Resources Capital Management
California
$9.15K
VNA
1285
Valley National Advisers
Pennsylvania
$8K -$17.4K -283 -69%
KFP
1286
Keener Financial Planning
Texas
$8K
RS
1287
Rakuten Securities
Japan
$7.98K +$6.84K +102 +600%
PMFA
1288
Plante Moran Financial Advisors
Michigan
$7.8K -$8K -119 -51%
LFG
1289
Larson Financial Group
Missouri
$7.78K -$13.9K -207 -64%
TCM
1290
TruNorth Capital Management
Michigan
$7.58K +$7.58K +113 New
DF
1291
DecisionPoint Financial
Arizona
$7.33K +$7.33K +100 New
FSWA
1292
Financial Synergies Wealth Advisors
Texas
$6.95K -$34.7K -519 -83%
RTL
1293
Red Tortoise LLC
Georgia
$6.91K
MLA
1294
MB, Levis & Associates
Pennsylvania
$6.84K +$67 +1 +1%
PA
1295
PSI Advisors
Florida
$6.84K
CIA
1296
Cape Investment Advisory
Georgia
$6.7K -$18K -268 -73%
EWM
1297
Evermay Wealth Management
Virginia
$6.7K -$6.7K -100 -50%
FWM
1298
FSA Wealth Management
Massachusetts
$6.7K
BCM
1299
Blume Capital Management
California
$6.7K
BIM
1300
Breakwater Investment Management
Washington
$6.44K +$6.44K +96 New