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 %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$15.7M +$1.06M +15,740 +7%
ICM
127
Invenomic Capital Management
Massachusetts
$15.6M +$3.98M +59,423 +34%
SDIC
128
South Dakota Investment Council
South Dakota
$15.4M
SC
129
Sapient Capital
Indiana
$15.2M -$20.9M -311,747 -58%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
$15.1M +$2.14M +31,864 +16%
CI Investments Inc
131
CI Investments Inc
Ontario, Canada
$15M -$8.87M -132,248 -37%
WJA
132
Willis Johnson & Associates
Texas
$14.9M +$1.34M +19,931 +10%
M&T Bank
133
M&T Bank
New York
$14.9M -$310K -4,625 -2%
AAIM
134
American Assets Investment Management
California
$14.8M
Osaic Holdings
135
Osaic Holdings
Arizona
$14.8M -$6.55M -97,696 -31%
BCM
136
Becker Capital Management
Oregon
$14.6M -$347K -5,176 -2%
ECM
137
Evergreen Capital Management
Washington
$14.2M +$230K +3,430 +2%
SGDR
138
SPX Gestao de Recursos
Brazil
$14.1M +$6.98M +104,160 +98%
Fayez Sarofim & Co
139
Fayez Sarofim & Co
Texas
$14.1M -$310K -4,617 -2%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$13.5M +$207K +3,089 +2%
CCM
141
Callodine Capital Management
Massachusetts
$13.4M +$1.01M +15,000 +8%
NAAA
142
New Age Alpha Advisors
New York
$13.3M
EPAM
143
Euro Pacific Asset Management
Puerto Rico
$13.2M -$1.95M -27,625 -13%
TAM
144
Tocqueville Asset Management
New York
$13.2M -$28.2K -420 -0.2%
VHAM
145
Van Hulzen Asset Management
California
$13.1M
QCM
146
QRG Capital Management
Illinois
$12.6M +$310K +4,622 +3%
BIC
147
Beach Investment Counsel
Pennsylvania
$12.5M
DADC
148
D.A. Davidson & Co
Montana
$12.3M +$159K +2,376 +1%
FNBT
149
FineMark National Bank & Trust
Florida
$12.2M -$135K -2,016 -1%
SC
150
Scotia Capital
Ontario, Canada
$12.1M -$552K -8,228 -4%