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 %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$16.2M +$723K +10,961 +5%
KFC
127
Klingenstein Fields & Co
New York
$15.8M +$65.5K +993 +0.4%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$15.6M +$2.8M +41,009 +22%
DC
129
Davenport & Co
Virginia
$15.5M +$662K +10,036 +4%
TI
130
Tidal Investments
Wisconsin
$15.2M +$11M +167,502 +268%
EHC
131
Everett Harris & Co
California
$15.1M +$1.94M +29,448 +15%
SC
132
Sapient Capital
Indiana
$14.8M -$23.9K -363 -0.2%
AAIM
133
American Assets Investment Management
California
$14.6M
M&T Bank
134
M&T Bank
New York
$14.4M -$281K -4,261 -2%
ECM
135
Evergreen Capital Management
Washington
$14.3M +$298K +4,515 +2%
BCM
136
Becker Capital Management
Oregon
$14.2M +$58.6K +888 +0.4%
SDIC
137
South Dakota Investment Council
South Dakota
$14M
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$13.4M -$271K -4,058 -2%
OAM
139
Oppenheimer Asset Management
New York
$13.3M -$1.39M -21,151 -9%
CI Investments Inc
140
CI Investments Inc
Ontario, Canada
$13.2M -$788K -11,941 -6%
NAAA
141
New Age Alpha Advisors
New York
$13.1M
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$13M -$4.14M -62,765 -24%
Osaic Holdings
143
Osaic Holdings
Arizona
$12.9M -$644K -9,769 -5%
QCM
144
QRG Capital Management
Illinois
$12.9M -$91.5K -1,387 -0.7%
GT
145
Glenmede Trust
Pennsylvania
$12.6M -$1.18M -17,892 -9%
TAM
146
Tocqueville Asset Management
New York
$12.5M -$292K -4,428 -2%
VHAM
147
Van Hulzen Asset Management
California
$12.3M +$1.06K +16 +0%
Charles Schwab
148
Charles Schwab
California
$12.2M +$1.23M +18,725 +11%
EPAM
149
Euro Pacific Asset Management
Puerto Rico
$11.9M -$194K -2,919 -2%
FNBT
150
FineMark National Bank & Trust
Florida
$11.7M -$224K -3,402 -2%