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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 %
HAIM
501
Hunter Associates Investment Management
Pennsylvania
$1.09M +$14.4K +230 +1%
AWM
502
Apollon Wealth Management
South Carolina
$1.09M -$289K -4,613 -21%
LWCFA
503
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M -$144K -2,218 -12%
RB
504
Rodgers Brothers
Pennsylvania
$1.09M – – –
BO
505
Bank OZK
Arkansas
$1.08M +$139K +2,222 +15%
BWL
506
Bogart Wealth LLC
Virginia
$1.07M +$20.2K +322 +2%
Royal London Asset Management
507
Royal London Asset Management
United Kingdom
$1.07M – – –
DA
508
Denali Advisors
California
$1.07M +$11.4K +182 +1%
BEAM
509
Baker Ellis Asset Management
Washington
$1.07M +$25.1K +400 +2%
NLP
510
Next Level Private
New York
$1.06M +$1.82K +29 +0.2%
TCM
511
Traynor Capital Management
Pennsylvania
$1.06M -$22.9K -366 -2%
MG
512
Mather Group
Illinois
$1.05M +$94.7K +1,512 +10%
TYCC
513
Texas Yale Capital Corp
Florida
$1.04M -$37.6K -600 -3%
LCAM
514
London & Capital Asset Management
United Kingdom
$1.04M +$1.04M +16,558 New
BDS
515
Banco de Sabadell
Florida
$1.04M -$43.7K -699 -4%
PCIA
516
Prime Capital Investment Advisors
Kansas
$1.04M -$7.08K -113 -0.7%
NHC
517
Nicholas Hoffman & Company
Georgia
$1.03M -$5.2K -83 -0.5%
JFG
518
Jefferies Financial Group
New York
$1.03M -$53.7M -857,691 -98%
ET
519
Entropy Technologies
New York
$1.02M +$1.02M +16,328 New
KWM
520
Kingsview Wealth Management
Oregon
$1.02M +$13.8K +220 +1%
SC
521
Savant Capital
Illinois
$1.02M +$44K +702 +4%
AAM
522
Auxier Asset Management
Oregon
$1.02M -$4.7K -75 -0.5%
OPCM
523
Osborne Partners Capital Management
California
$1.02M – – –
HCM
524
Howland Capital Management
Massachusetts
$1.01M -$37.7K -601 -4%
AWA
525
Arkadios Wealth Advisors
Georgia
$1M +$221K +3,526 +28%
19 20
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