1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IAIM
1301
International Assets Investment Management
Florida
$5.35K +$5.27K +347,314 +6,510%
HWA
1302
HHM Wealth Advisors
Tennessee
$5.08K +$2.11K +32 +71%
WOC
1303
West Oak Capital
California
$4.82K
QC
1304
Quent Capital
New York
$4.76K
BONH
1305
Bank of New Hampshire
New Hampshire
$4.62K -$15.8K -240 -77%
BIA
1306
Bell Investment Advisors
California
$4.55K
WAS
1307
Winch Advisory Services
Wisconsin
$4.51K
PSB
1308
Piscataqua Savings Bank
New Hampshire
$4.35K
NFA
1309
Northwest Financial Advisors
Virginia
$4.33K +$4.33K +66 New
BAM
1310
Byrne Asset Management
New Jersey
$4.22K
BOC
1311
Bull Oak Capital
California
$4.22K +$4.22K +64 New
CWM
1312
Cranbrook Wealth Management
Michigan
$3.96K
MWM
1313
Mascoma Wealth Management
New Hampshire
$3.56K
DPW
1314
DiNuzzo Private Wealth
Pennsylvania
$3.3K
AT
1315
Arlington Trust
Alabama
$3.3K +$3.3K +50 New
CAM
1316
ClariVest Asset Management
California
$3.14K
OW
1317
Olistico Wealth
Oklahoma
$2.95K -$67 -1 -2%
AIP
1318
Ameritas Investment Partners
Nebraska
$2.93K
TCM
1319
Tradewinds Capital Management
Washington
$2.84K
AWM
1320
Abound Wealth Management
Tennessee
$2.84K
CSWM
1321
Cassady Schiller Wealth Management
Ohio
$2.77K
LIS
1322
Legacy Investment Solutions
Idaho
$2.16K +$2.16K +33 New
LWMI
1323
Legacy Wealth Management (Idaho)
Idaho
$2.16K +$2.16K +33 New
QPBE
1324
Quintet Private Bank (Europe)
Luxembourg
$2.11K +$264 +4 +14%
SC
1325
Swan Capital
Florida
$2.03K +$2.03K +31 New