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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 %
MCM
351
Mill Capital Management
North Carolina
$2.13M -$110K -1,757 -5%
BPA
352
Beacon Pointe Advisors
California
$2.12M -$172K -2,752 -8%
ASN
353
Advisory Services Network
Georgia
$2.12M +$127K +2,033 +6%
EARNEST Partners
354
EARNEST Partners
Georgia
$2.09M -$24.1K -384 -1%
PAG
355
Private Advisor Group
New Jersey
$2.08M +$18.9K +301 +0.9%
CS
356
Cannell & Spears
New York
$2.07M – – –
BP
357
BBR Partners
New York
$2.06M -$35.5K -567 -2%
WA
358
Wambolt & Associates
Colorado
$2.05M -$588K -9,384 -22%
PWM
359
Perigon Wealth Management
California
$2.05M +$13K +196 +0.6%
CCP
360
Crocodile Capital Partners
Germany
$2.04M – – –
DS
361
DRW Securities
Illinois
$2.03M -$216K -3,450 -10%
RBWA
362
RFG - Bristol Wealth Advisors
Massachusetts
$2.01M +$2.01M +32,067 New
FTUS
363
Flow Traders U.S.
New York
$2M +$2M +31,966 New
GA
364
GFS Advisors
Texas
$2M -$13.1K -209 -0.7%
GIO
365
Galilei Investment Office
United Kingdom
$1.99M +$1.99M +63,920 New
OWA
366
Octavia Wealth Advisors
Ohio
$1.97M +$501 +8 +0%
HIM
367
Harbour Investment Management
Washington
$1.96M +$36.5K +583 +2%
SB
368
Simmons Bank
Arkansas
$1.96M +$6.58K +105 +0.3%
CG
369
Caprock Group
Idaho
$1.93M +$49.6K +791 +3%
SC
370
Sierra Capital
Florida
$1.92M -$136K -2,173 -7%
AWAG
371
ARS Wealth Advisors Group
Florida
$1.92M -$108K -1,716 -5%
AF
372
Allworth Financial
California
$1.91M +$220K +3,330 +13%
IWM
373
Iams Wealth Management
Nebraska
$1.91M +$336K +5,362 +21%
CSA
374
Cornerstone Select Advisors
Missouri
$1.91M +$1.91M +30,407 New
MPM
375
Meritage Portfolio Management
Kansas
$1.9M -$2.42M -38,558 -56%
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