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 %
GIA
1376
Gladstone Institutional Advisory
Florida
-$226K -3,441 Closed
PVI
1377
Pine Valley Investments
New Jersey
-$212K -3,215 Closed
Schroder Investment Management Group
1378
Schroder Investment Management Group
United Kingdom
-$211K -3,204 Closed
AP
1379
Appleton Partners
Massachusetts
-$210K -3,184 Closed
OIA
1380
OneDigital Investment Advisors
Kansas
-$209K -3,180 Closed
AWM
1381
Avaii Wealth Management
Wisconsin
-$208K -3,165 Closed
IA
1382
IFG Advisory
Georgia
-$207K -3,151 Closed
CF
1383
Clarity Financial
Texas
-$203K -3,087 Closed
GWS
1384
Glassman Wealth Services
Virginia
-$164K -2,490 Closed
PS
1385
Planned Solutions
California
-$153K -2,325 Closed
BCFD
1386
Boit C.F. David
-$134K -2,000 Closed
WCM
1387
Winthrop Capital Management
Indiana
-$106K -1,616 Closed
IUHSA
1388
Itau Unibanco Holding S.A.
Brazil
-$73.8K -1,121 Closed
AIM
1389
Arcadia Investment Management
Michigan
-$64.7K -984 Closed
FWM
1390
Focused Wealth Management
New York
-$62.9K -956 Closed
DAC
1391
Dividend Assets Capital
South Carolina
-$57K -859 Closed
TWM
1392
Tradition Wealth Management
Minnesota
-$40K -602 Closed
AFIA
1393
America First Investment Advisors
Nebraska
-$36.3K -551 Closed
LF
1394
Lee Financial
Texas
-$24.4K -371 Closed
TVAMP
1395
Tennessee Valley Asset Management Partners
Tennessee
-$16.1K -244 Closed
RCM
1396
Raleigh Capital Management
North Carolina
-$15.2K -230 Closed
NA
1397
Nordwand Advisors
Pennsylvania
-$9.08K -138 Closed
BCM
1398
Bourgeon Capital Management
Connecticut
-$6.71K -102 Closed
SHIM
1399
Stone House Investment Management
Pennsylvania
-$6.03K -92 Closed
FBC
1400
Fairfield, Bush & Co
Connecticut
-$5K -76 Closed