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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 %
AWE
451
Avidian Wealth Enterprises
Texas
$1.36M -$349K -5,575 -20%
HNB
452
Hilltop National Bank
Wyoming
$1.36M +$144K +2,299 +12%
GAG
453
GM Advisory Group
New York
$1.35M -$8.4K -134 -0.6%
PS
454
Principal Securities
Iowa
$1.33M +$209K +3,331 +19%
HH
455
Hilltop Holdings
Texas
$1.33M +$76.6K +1,223 +6%
LIM
456
Leavell Investment Management
Alabama
$1.32M -$372K -5,932 -22%
AGWCA
457
Annis Gardner Whiting Capital Advisors
Florida
$1.31M – – –
CIG
458
Cullen Investment Group
Louisiana
$1.31M -$12.7K -202 -1%
HA
459
Herold Advisors
New York
$1.31M -$5.7K -91 -0.4%
WB
460
WesBanco Bank
West Virginia
$1.3M -$85.4K -1,363 -6%
MWM
461
Mission Wealth Management
California
$1.3M -$24.1K -385 -2%
Luther King Capital Management (LKCM)
462
Luther King Capital Management (LKCM)
Texas
$1.29M -$172K -2,747 -12%
SRC
463
Shufro Rose & Co
New York
$1.28M -$25.1K -400 -2%
RSC
464
Red Spruce Capital
Pennsylvania
$1.28M +$67K +1,069 +6%
BIA
465
Barry Investment Advisors
Massachusetts
$1.27M -$13.5K -215 -1%
IIM
466
Ipswich Investment Management
Massachusetts
$1.25M -$133K -2,116 -10%
QIM
467
Quest Investment Management
Oregon
$1.25M – – –
DWP
468
Daymark Wealth Partners
Ohio
$1.25M -$127K -2,024 -9%
WFI
469
West Family Investments
California
$1.24M -$21.4K -341 -2%
BFIM
470
Beese Fulmer Investment Management
Ohio
$1.24M -$12.2K -194 -1%
GWAG
471
Garrett Wealth Advisory Group
Texas
$1.24M +$8.33K +133 +0.7%
4WM
472
44 Wealth Management
Oregon
$1.23M -$250K -3,986 -17%
Susquehanna International Group
473
Susquehanna International Group
Pennsylvania
$1.23M +$404K +6,448 +49%
IIC
474
Integrated Investment Consultants
Michigan
$1.23M +$1.23M +19,628 New
HFS
475
Hantz Financial Services
Michigan
$1.23M -$48K -766 -4%
17 18
19
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