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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 %
AA
426
Altman Advisors
Illinois
$1.51M +$39K +622 +3%
VFA
427
Valeo Financial Advisors
Indiana
$1.51M -$66.5K -1,062 -4%
SWM
428
Sendero Wealth Management
Texas
$1.49M +$40K +638 +3%
CCM
429
Chilton Capital Management
Texas
$1.49M -$43.9K -700 -3%
TCM
430
Tandem Capital Management
New Jersey
$1.49M -$108K -1,720 -7%
PFM
431
Potomac Fund Management
Florida
$1.49M +$1.49M +23,719 New
HT
432
Headlands Technologies
Illinois
$1.49M -$704K -11,241 -32%
AWM
433
Absher Wealth Management
North Carolina
$1.48M +$605K +9,662 +69%
MFIM
434
Mesirow Financial Investment Management
Illinois
$1.48M +$27.4K +437 +2%
PA
435
Parallel Advisors
California
$1.48M +$118K +1,889 +9%
VAS
436
Vestmark Advisory Solutions
Massachusetts
$1.48M +$158K +2,523 +12%
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$1.47M -$37.6K -600 -2%
HP
438
Hartree Partners
New York
$1.47M – – –
GFG
439
Greystone Financial Group
Michigan
$1.47M +$110K +1,753 +8%
CCA
440
Checchi Capital Advisers
California
$1.47M -$23.2K -370 -2%
SCM
441
Sterling Capital Management
North Carolina
$1.46M -$596K -9,507 -29%
BCM
442
BTC Capital Management
Iowa
$1.45M +$170K +2,727 +13%
CA
443
Clearstead Advisors
Ohio
$1.44M +$34.4K +549 +2%
LBC
444
Lowe Brockenbrough & Co
Virginia
$1.44M -$9.4K -150 -0.6%
TNBTD
445
Trustmark National Bank Trust Department
Mississippi
$1.43M -$224K -3,575 -14%
BG
446
Bollard Group
Massachusetts
$1.43M -$15.6K -249 -1%
LFAS
447
Level Four Advisory Services
Texas
$1.42M +$68.1K +1,087 +5%
MMA
448
Miracle Mile Advisors
California
$1.41M +$542K +8,655 +63%
EM
449
Excalibur Management
Massachusetts
$1.4M -$2.07K -33 -0.1%
CIM
450
Confluence Investment Management
Missouri
$1.38M +$4.45K +71 +0.3%
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