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
19.3%
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 %
DFA
1301
DHJJ Financial Advisors
Illinois
$6.03K
MSG
1302
Main Street Group
Virginia
$5.64K +$5.64K +83 New
SR
1303
Syntax Research
Florida
$5.57K
PCWA
1304
Pacific Capital Wealth Advisors
California
$5.3K +$5.3K +79 New
QC
1305
Quent Capital
New York
$4.83K
WIA
1306
Wetzel Investment Advisors
Indiana
$4.69K
AGWCA
1307
Annis Gardner Whiting Capital Advisors
Florida
$4.56K -$5.03K -75 -52%
WAS
1308
Winch Advisory Services
Wisconsin
$4.49K +$67 +1 +2%
SIC
1309
SJS Investment Consulting
Ohio
$4.43K +$4.43K +66 New
PSB
1310
Piscataqua Savings Bank
New Hampshire
$4.42K
BAM
1311
Byrne Asset Management
New Jersey
$4.29K
BIA
1312
Bell Investment Advisors
California
$4.09K
CWM
1313
Cranbrook Wealth Management
Michigan
$4.02K
AWM
1314
Abound Wealth Management
Tennessee
$3.76K
MWM
1315
Mascoma Wealth Management
New Hampshire
$3.62K
DPW
1316
DiNuzzo Private Wealth
Pennsylvania
$3.35K
CG
1317
Cutler Group
California
$3K +$3K +45 New
AIP
1318
Ameritas Investment Partners
Nebraska
$2.98K
CAM
1319
ClariVest Asset Management
California
$2.94K +$134 +2 +5%
TCM
1320
Tradewinds Capital Management
Washington
$2.88K
CSWM
1321
Cassady Schiller Wealth Management
Ohio
$2.82K +$2.82K +42 New
QPBE
1322
Quintet Private Bank (Europe)
Luxembourg
$2.13K -$395 -5 -16%
DI
1323
DAGCO Inc
Ohio
$2.01K +$2.01K +30 New
CJ
1324
Caitlin John
Michigan
$1.54K
RWPA
1325
Richard W. Paul & Associates
Michigan
$1.48K