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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 %
IWC
326
Integrated Wealth Concepts
Massachusetts
$3M +$112K +1,552 +4%
ITC
327
Inspire Trust Company
Nevada
$2.98M +$678K +9,395 +29%
CT
328
Chicago Trust
Illinois
$2.98M +$142K +1,963 +5%
P
329
Pitcairn
Pennsylvania
$2.94M +$229K +3,166 +8%
CB
330
Commerce Bank
Missouri
$2.91M -$281K -3,890 -9%
HWM
331
HB Wealth Management
Georgia
$2.88M +$729K +10,105 +34%
VA
332
Vident Advisory
Georgia
$2.88M +$1.51M +20,881 +110%
AMG
333
Advisors Management Group
Wisconsin
$2.85M +$26.3K +365 +0.9%
CFB
334
Cullen/Frost Bankers
Texas
$2.84M +$25.4K +352 +0.9%
DS
335
DRW Securities
Illinois
$2.82M +$2.82M +39,000 New
WA
336
Wambolt & Associates
Colorado
$2.81M +$367K +5,035 +15%
CIBC Asset Management
337
CIBC Asset Management
Ontario, Canada
$2.8M -$82.2K -1,139 -3%
HCA
338
Horan Capital Advisors
Ohio
$2.79M -$35.3K -489 -1%
AWS
339
Atria Wealth Solutions
New York
$2.79M -$1.15M -15,905 -29%
SPIA
340
Steward Partners Investment Advisory
New York
$2.78M +$12.7K +176 +0.5%
DMC
341
Drexel Morgan & Co
Pennsylvania
$2.78M – – –
Acadian Asset Management
342
Acadian Asset Management
Massachusetts
$2.76M +$2.76M +38,244 New
BPA
343
Beacon Pointe Advisors
California
$2.71M -$27.9K -387 -1%
QCG
344
Quadrant Capital Group
Ohio
$2.67M +$147K +2,035 +6%
CA
345
Continental Advisors
Utah
$2.64M -$289K -4,000 -10%
SIA
346
Schechter Investment Advisors
Michigan
$2.63M -$103K -1,424 -4%
NCM
347
Nelson Capital Management
California
$2.62M -$3M -41,610 -53%
FHB
348
First Hawaiian Bank
Hawaii
$2.61M -$23.4K -324 -0.9%
SFA
349
Sequoia Financial Advisors
Ohio
$2.59M +$78.2K +1,083 +3%
MCM
350
Mill Capital Management
North Carolina
$2.59M -$193K -2,667 -7%
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