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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 %
PGA
476
Portland Global Advisors
Maine
$1.22M -$171K -2,730 -12%
BTI
477
Blue Trust Inc
Georgia
$1.22M -$725K -11,567 -37%
IDBONY
478
Israel Discount Bank of New York
New York
$1.22M – – –
WA
479
Waverly Advisors
Alabama
$1.22M +$615K +9,818 +102%
PP
480
Pingora Partners
Wyoming
$1.21M – – –
OWP
481
Obermeyer Wealth Partners
Colorado
$1.21M +$1.32K +21 +0.1%
QT
482
Quantbot Technologies
New York
$1.21M +$861K +13,739 +249%
SC
483
Solstein Capital
California
$1.2M -$90.2K -1,439 -7%
AQR Capital Management
484
AQR Capital Management
Connecticut
$1.2M -$138K -2,201 -10%
ACA
485
American Capital Advisory
Idaho
$1.2M -$29.3K -467 -2%
Allspring Global Investments
486
Allspring Global Investments
North Carolina
$1.2M +$150K +2,327 +14%
HSBC Holdings
487
HSBC Holdings
United Kingdom
$1.19M -$214K -3,415 -15%
WA
488
WealthTrust Axiom
Pennsylvania
$1.19M -$9.08K -145 -0.8%
GT
489
Glenview Trust
Kentucky
$1.18M – – –
GT
490
Greenleaf Trust
Michigan
$1.18M -$636K -10,158 -35%
AWA
491
Aaron Wealth Advisors
Illinois
$1.18M +$157K +2,502 +15%
UIM
492
Unified Investment Management
Georgia
$1.16M +$1.16M +18,451 New
CL
493
COWA LLC
Oklahoma
$1.15M -$85.8K -1,369 -7%
BRWA
494
B. Riley Wealth Advisors
Florida
$1.15M -$69.7K -1,113 -6%
LI
495
Louisbourg Investments
New Brunswick, Canada
$1.15M – – –
CAMG
496
CWA Asset Management Group
Florida
$1.14M +$249K +3,970 +28%
WS
497
Wedbush Securities
California
$1.14M +$124K +1,986 +12%
SFS
498
Sowell Financial Services
Arkansas
$1.13M -$229K -3,654 -17%
IAA
499
Independent Advisor Alliance
North Carolina
$1.1M +$76.1K +1,215 +7%
JFL
500
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M -$210K -3,350 -16%
18 19
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