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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 %
CAM
301
Columbia Asset Management
Michigan
$3.63M +$169K +2,345 +5%
CSPAM
302
Cary Street Partners Asset Management
Virginia
$3.57M +$168K +2,321 +5%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$3.54M -$15.8K -219 -0.4%
RC
304
Reik & Co
New York
$3.54M – – –
PAI
305
Pittenger & Anderson Inc
Nebraska
$3.53M – – –
MPM
306
Meritage Portfolio Management
Kansas
$3.52M +$3.52M +48,742 New
MCM
307
Mitchell Capital Management
Kansas
$3.5M +$1.06M +14,739 +44%
AP
308
Americana Partners
Texas
$3.5M +$14.3K +198 +0.4%
LSV Asset Management
309
LSV Asset Management
Illinois
$3.49M – – –
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$3.48M +$108K +1,501 +3%
CCP
311
Crocodile Capital Partners
Germany
$3.43M -$6.33M -87,760 -65%
MC
312
Moors & Cabot
Massachusetts
$3.39M +$32.3K +447 +1%
AC
313
Asio Capital
Kentucky
$3.35M +$46.5K +644 +1%
SM
314
Sweeney & Michel
California
$3.33M -$29.8K -411 -0.9%
JAM
315
JCIC Asset Management
Ontario, Canada
$3.27M -$15.3K -212 -0.5%
FRA
316
Frank Rimerman Advisors
California
$3.26M +$3.26M +45,118 New
MHIC
317
Marble Harbor Investment Counsel
Massachusetts
$3.21M -$57.7K -800 -2%
GWM
318
Glass Wealth Management
Texas
$3.1M -$32.5K -450 -1%
AAM
319
Advisors Asset Management
Colorado
$3.1M -$176K -2,439 -5%
RFC
320
Regions Financial Corp
Alabama
$3.08M -$311K -4,314 -9%
HSBC Holdings
321
HSBC Holdings
United Kingdom
$3.05M +$960K +13,299 +46%
RG
322
Rathbones Group
United Kingdom
$3.05M -$98.9K -1,377 -3%
KCM
323
Kanawha Capital Management
Virginia
$3.03M +$113K +1,559 +4%
KPWS
324
Kestra Private Wealth Services
Texas
$3.02M -$132K -1,835 -4%
SCA
325
Snowden Capital Advisors
New York
$3.02M +$77.8K +1,078 +3%
11 12
13
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