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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
18.06%
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
+$1.32B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$141M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$137M
4
UBS Group
UBS Group
Switzerland
+$127M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$101M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$114B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$319M
3
WGI
Westwood Global Investments
Massachusetts
-$199M
4
OAG
Orbis Allan Gray
Bermuda
-$198M
5
Holocene Advisors
Holocene Advisors
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
301
Marble Harbor Investment Counsel
Massachusetts
$2.75M -$12.5K -200 -0.5%
BFG
302
Bleakley Financial Group
New Jersey
$2.73M +$481K +7,675 +21%
LNWWM
303
Laird Norton Wetherby Wealth Management
California
$2.72M -$295K -4,707 -10%
GWM
304
Glass Wealth Management
Texas
$2.72M +$40.4K +645 +2%
CAM
305
Columbia Asset Management
Michigan
$2.64M -$412K -6,575 -14%
BCM
306
Bayesian Capital Management
New York
$2.63M +$1.87M +29,800 +244%
SPIA
307
Steward Partners Investment Advisory
New York
$2.63M +$6.64K +106 +0.3%
Brown Advisory
308
Brown Advisory
Maryland
$2.62M -$126K -2,015 -5%
MCM
309
Mitchell Capital Management
Kansas
$2.58M -$436K -6,960 -14%
CT
310
Chicago Trust
Illinois
$2.57M -$81.8K -1,305 -3%
FFM
311
Forum Financial Management
Illinois
$2.56M +$566K +9,028 +28%
IP
312
Interval Partners
New York
$2.55M -$1.9M -30,257 -43%
SCTC
313
Sanibel Captiva Trust Company
Florida
$2.54M +$1.08M +17,267 +74%
State Street
314
State Street
Massachusetts
$2.5M +$588K +9,391 +31%
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$2.49M +$48.4K +772 +2%
CFB
316
Cullen/Frost Bankers
Texas
$2.46M -$814 -13 -0%
CAS
317
Coppell Advisory Solutions
Texas
$2.46M +$384K +6,212 +19%
BAAM
318
Baker Avenue Asset Management
California
$2.44M -$1.23M -19,677 -34%
AMG
319
Advisors Management Group
Wisconsin
$2.43M -$21.7K -346 -0.9%
SSA
320
Schonfeld Strategic Advisors
New York
$2.43M +$1.59M +25,427 +190%
DMC
321
Drexel Morgan & Co
Pennsylvania
$2.41M – – –
HCA
322
Horan Capital Advisors
Ohio
$2.41M +$18K +288 +0.8%
AF
323
Aviso Financial
Ontario, Canada
$2.38M -$1.17M -18,604 -33%
AAM
324
Advisors Asset Management
Colorado
$2.38M -$283K -4,516 -11%
CIA
325
Concurrent Investment Advisors
Florida
$2.38M +$513K +8,184 +28%
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