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 %
CCB
151
Country Club Bank
Missouri
$12M -$106K -1,576 -0.9%
CK
152
Cohen Klingenstein
New York
$11.9M
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$11.8M +$8.55M +127,521 +261%
OAM
154
Oppenheimer Asset Management
New York
$11.8M -$707K -10,544 -6%
GT
155
Glenmede Trust
Pennsylvania
$11.7M +$773K +11,523 +7%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$11.6M +$267K +3,605 +2%
AIA
157
Allied Investment Advisors
Montana
$11.5M +$249K +3,714 +2%
CGH
158
Crossmark Global Holdings
Texas
$11.5M -$419K -6,253 -4%
SCP
159
Stamos Capital Partners
California
$11.4M -$222K -3,310 -2%
EHC
160
Everett Harris & Co
California
$11.3M +$2.2M +32,763 +24%
SI
161
Stephens Inc
Arkansas
$11.2M +$741K +11,060 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
162
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.8M +$10.1M +150,252 +1,475%
Cambridge Investment Research Advisors
163
Cambridge Investment Research Advisors
Iowa
$10.6M -$354K -5,273 -3%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$10.5M +$1.93M +28,841 +23%
MNG
165
Manning & Napier Group
New York
$10.4M -$974K -14,529 -9%
LI
166
LMCG Investments
Massachusetts
$10.2M +$9.78M +145,818 +2,145%
ACM
167
Aquatic Capital Management
Illinois
$10.2M +$6.05M +90,200 +146%
SIA
168
Sit Investment Associates
Minnesota
$9.78M
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$9.71M +$116K +1,728 +1%
EIA
170
Edgemoor Investment Advisors
Maryland
$9.59M +$511K +7,623 +6%
PFP
171
Pinnacle Financial Partners
Tennessee
$9.26M +$273K +4,067 +3%
WC
172
Woodstock Corp
Massachusetts
$9.09M +$175K +2,603 +2%
CCP
173
Crocodile Capital Partners
Germany
$9.07M
TWC
174
TD Waterhouse Canada
Ontario, Canada
$8.93M +$1.35M +17,997 +18%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$8.84M -$4.72M -70,391 -35%