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Shell
SHEL

Overview Fund Activity

1,369 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 497 increasing their positions, 454 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.91%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
123
Increased
497
Reduced
454
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.48B
2
GQG Partners
GQG Partners
Florida
$225M
3
HL
Harding Loevner
New Jersey
$230M
4
ECP
Empyrean Capital Partners
California
$152M
5
Morgan Stanley
Morgan Stanley
New York
$804M

Top Sellers

1
GA
GFS Advisors
Texas
$2.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$55.4M
4
Millennium Management
Millennium Management
New York
$294M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
276
Exencial Wealth Advisors
Oklahoma
$4.26M -$266K -3,682 -6%
BCI
277
Brinker Capital Investments
Pennsylvania
$4.25M +$1.59K +22 +0%
OPS
278
Orion Portfolio Solutions
Nebraska
$4.25M +$1.59K +22 +0%
BAAM
279
Baker Avenue Asset Management
California
$4.22M +$208K +2,879 +5%
KAS
280
Kestra Advisory Services
Texas
$4.21M +$195K +3,126 +5%
Dodge & Cox
281
Dodge & Cox
California
$4.17M -$36.1K -500 -0.9%
YC
282
Yarbrough Capital
Tennessee
$4.16M – – –
DAM
283
Deltec Asset Management
New York
$4.13M – – –
Deutsche Bank
284
Deutsche Bank
Germany
$4.09M -$56.2K -779 -1%
CWM
285
Concentric Wealth Management
California
$4.05M +$105K +1,450 +3%
S
286
SignatureFD
Georgia
$4.01M +$157K +2,173 +4%
PAS
287
Park Avenue Securities
New York
$4M +$468K +6,478 +13%
CCMINC
288
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.97M -$211K -2,918 -5%
RPSA
289
Richard P. Slaughter Associates
Texas
$3.93M +$44.9K +622 +1%
Renaissance Technologies
290
Renaissance Technologies
New York
$3.91M -$2.24M -31,086 -36%
BCCM
291
Bridge Creek Capital Management
Massachusetts
$3.89M -$100K -1,390 -3%
WAM
292
Weatherly Asset Management
California
$3.86M -$59.1K -819 -2%
GHAM
293
Gilman Hill Asset Management
Connecticut
$3.85M +$639K +8,850 +20%
PF
294
Phoenix Financial
Israel
$3.8M +$204K +2,820 +6%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$3.8M +$315K +4,361 +9%
BF
296
BOK Financial
Oklahoma
$3.8M +$308K +4,268 +9%
AF
297
Aviso Financial
Ontario, Canada
$3.79M +$3.79M +52,455 New
GVAG
298
Great Valley Advisor Group
Delaware
$3.78M +$243K +3,363 +7%
YCM
299
Yousif Capital Management
Michigan
$3.72M -$336K -4,660 -8%
Brown Advisory
300
Brown Advisory
Maryland
$3.63M +$845K +11,709 +30%
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