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Shell
SHEL

Overview Fund Activity

1,357 hedge funds and large institutions have $24.6B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 424 increasing their positions, 532 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,357
Holders Change
+19
Holders Change %
+1.42%
% of All Funds
18.07%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.28%
New
146
Increased
424
Reduced
532
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$5.41B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$454M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$217M
4
UBS Group
UBS Group
Switzerland
$213M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$534M

Top Sellers

1
ECG
Edge Capital Group
Georgia
$11.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.5M
3
WGI
Westwood Global Investments
Massachusetts
$0
4
OAG
Orbis Allan Gray
Bermuda
$417M
5
Holocene Advisors
Holocene Advisors
New York
$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
I
226
InvesTrust
Oklahoma
$4.96M +$4.96M +79,661 New
RWM
227
Ritholtz Wealth Management
New York
$4.96M -$319K -5,097 -6%
USCWA
228
U.S. Capital Wealth Advisors
Texas
$4.96M -$385K -6,145 -7%
ERP
229
Eldred Rock Partners
Texas
$4.9M -$7.08K -113 -0.1%
HAI
230
Hennessy Advisors Inc
California
$4.89M -$175K -2,800 -3%
CCM
231
Cinctive Capital Management
New York
$4.8M +$4.8M +76,569 New
TI
232
tru Independence
Oregon
$4.76M -$195K -3,115 -4%
PVM
233
Palogic Value Management
Texas
$4.74M +$947K +15,120 +25%
ACM
234
Aquatic Capital Management
Illinois
$4.62M -$4.94M -78,798 -52%
MCM
235
MAI Capital Management
Ohio
$4.59M +$3.59M +57,285 +360%
WOC
236
West Oak Capital
California
$4.58M – – –
HAM
237
Hedges Asset Management
Nevada
$4.56M +$25.1K +400 +0.6%
GVAG
238
Great Valley Advisor Group
Delaware
$4.51M +$295K +4,709 +7%
RA
239
Royce & Associates
New York
$4.39M – – –
KAS
240
Kestra Advisory Services
Texas
$4.36M +$801K +12,785 +23%
AG
241
Advocate Group
Minnesota
$4.34M +$86.8K +1,385 +2%
HCP
242
Hiddenite Capital Partners
New York
$4.29M – – –
GCM
243
Graham Capital Management
Connecticut
$4.28M +$4.28M +68,311 New
PAS
244
Park Avenue Securities
New York
$4.19M +$1.21M +19,373 +41%
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$4.19M -$53.8K -858 -1%
KB
246
Kimelman & Baird
New York
$4.15M – – –
YIA
247
YHB Investment Advisors
Connecticut
$4.13M +$98.8K +1,577 +2%
BFS
248
Bard Financial Services
Connecticut
$4.11M -$105K -1,675 -2%
FT
249
Fiduciary Trust
Massachusetts
$4.07M -$116K -1,844 -3%
William Blair & Company
250
William Blair & Company
Illinois
$4.06M -$116K -1,849 -3%
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