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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 %
CB
326
Commerce Bank
Missouri
$2.37M -$89.2K -1,424 -4%
IC
327
IEQ Capital
California
$2.37M +$271K +4,328 +13%
FHB
328
First Hawaiian Bank
Hawaii
$2.35M +$145K +2,321 +7%
Wolverine Trading
329
Wolverine Trading
Illinois
$2.34M -$1.17M -18,889 -33%
RhumbLine Advisers
330
RhumbLine Advisers
Massachusetts
$2.33M -$3.2K -51 -0.1%
IWC
331
Integrated Wealth Concepts
Massachusetts
$2.32M -$238K -3,791 -9%
PWW
332
Pettyjohn Wood & White
Virginia
$2.32M +$23.5K +375 +1%
KPWS
333
Kestra Private Wealth Services
Texas
$2.31M +$535K +8,539 +30%
NSLI
334
Nan Shan Life Insurance
Taiwan
$2.31M – – –
CAM
335
Cresset Asset Management
Illinois
$2.31M -$20.7M -330,240 -90%
KCM
336
Kanawha Capital Management
Virginia
$2.31M -$129K -2,066 -5%
CA
337
Continental Advisors
Utah
$2.29M – – –
QCG
338
Quadrant Capital Group
Ohio
$2.28M -$155K -2,478 -6%
YCM
339
Yousif Capital Management
Michigan
$2.27M -$62.7K -1,000 -3%
CCM
340
CAAS Capital Management
New York
$2.26M +$439K +7,000 +24%
FWM
341
Forefront Wealth Management
Pennsylvania
$2.25M +$2.25M +35,986 New
NCM
342
Nelson Capital Management
California
$2.25M -$48.2K -769 -2%
RWA
343
Roberts Wealth Advisors
California
$2.23M +$386K +5,810 +21%
FA
344
Fiduciary Alliance
South Carolina
$2.21M +$2.21M +35,349 New
SIA
345
Schechter Investment Advisors
Michigan
$2.2M -$81.2K -1,296 -4%
BG
346
Bahl & Gaynor
Ohio
$2.18M – – –
SCA
347
Snowden Capital Advisors
New York
$2.16M -$189K -3,010 -8%
NW
348
NewEdge Wealth
Pennsylvania
$2.15M -$56.8K -906 -3%
SC
349
Scotia Capital
Ontario, Canada
$2.15M -$385K -6,141 -15%
HWM
350
HB Wealth Management
Georgia
$2.14M -$125K -1,994 -6%
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