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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 %
DAS
376
DMKC Advisory Services
Iowa
$1.9M +$1.9M +30,318 New
AS
377
Altshuler Shaham
Israel
$1.88M -$125K -2,000 -6%
BC
378
Burney Company
Virginia
$1.88M +$8.33K +133 +0.4%
HAG
379
HF Advisory Group
Maryland
$1.85M +$252K +4,028 +16%
SWP
380
Stratos Wealth Partners
Ohio
$1.84M +$9.46K +151 +0.5%
ATPW
381
Ashton Thomas Private Wealth
Arizona
$1.82M +$1.82M +29,081 New
WT
382
Whittier Trust
California
$1.81M +$439K +7,008 +32%
SC
383
Stolper & Co
Oklahoma
$1.8M +$23.4K +373 +1%
BMA
384
Brooks Moore & Associates
Tennessee
$1.8M -$34.5K -550 -2%
RCG
385
Regatta Capital Group
California
$1.78M +$38.7K +618 +2%
SI
386
SCP Investment
California
$1.74M +$307K +4,900 +21%
SWM
387
SeaCrest Wealth Management
New York
$1.74M -$152K -2,425 -8%
Lido Advisors
388
Lido Advisors
California
$1.73M +$305K +4,874 +21%
ST
389
Sentinel Trust
Texas
$1.72M – – –
PNC
390
Park National Corp
Ohio
$1.72M -$25.4K -405 -1%
FM
391
Foster & Motley
Ohio
$1.71M -$65K -1,037 -4%
PWG
392
Portside Wealth Group
Utah
$1.71M -$28.2K -450 -2%
JSC
393
Jackson Square Capital
California
$1.7M -$184K -2,931 -10%
GLR
394
Great Lakes Retirement
Ohio
$1.7M +$59.4K +948 +4%
WPC
395
Waters Parkerson & Co
Louisiana
$1.68M -$31.8K -508 -2%
S
396
SimplyRich
California
$1.66M -$152K -2,430 -8%
MA
397
Montag & Associates
Georgia
$1.66M -$127K -2,020 -7%
GCC
398
Game Creek Capital
Massachusetts
$1.66M – – –
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$1.66M +$1.66M +26,445 New
IAS
400
Insigneo Advisory Services
Florida
$1.65M -$259K -4,129 -14%
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