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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 %
ET
526
Equitable Trust
Tennessee
$1M +$1M +15,970 New
WANY
527
Wealthspire Advisors (New York)
New York
$998K +$101K +1,617 +11%
MIP
528
Marietta Investment Partners
Wisconsin
$998K – – –
SCM
529
SOL Capital Management
Maryland
$992K -$107K -1,700 -10%
BFS
530
Bradley Foster & Sargent
Connecticut
$984K +$339K +5,408 +53%
TSW
531
Thompson Siegel & Walmsley
Virginia
$970K -$18.8K -300 -2%
BBVA
532
Banco Bilbao Vizcaya Argentaria
Spain
$965K +$524K +8,405 +119%
CA
533
Crewe Advisors
Utah
$965K – – –
HTC
534
Haverford Trust Company
Pennsylvania
$961K -$739K -11,800 -43%
PL
535
Perpetual Ltd
Australia
$958K -$18.8K -300 -2%
IA
536
IFP Advisors
Florida
$950K +$44.7K +713 +5%
HSA
537
HBK Sorce Advisory
Pennsylvania
$948K +$65.9K +1,052 +7%
CCB
538
Cutter & Co Brokerage
Missouri
$945K -$75.3K -1,202 -7%
CCM
539
Coldstream Capital Management
Washington
$944K +$181K +2,892 +24%
FHA
540
Flagship Harbor Advisors
Massachusetts
$944K +$20.2K +322 +2%
CS
541
Crescent Sterling
Louisiana
$941K -$79.4K -1,267 -8%
IBOK
542
Independence Bank of Kentucky
Kentucky
$938K +$565K +9,020 +151%
ONB
543
Old National Bancorp
Indiana
$936K -$84.8K -1,353 -8%
SC
544
Syon Capital
California
$936K +$22.1K +353 +2%
JWCA
545
J.W. Cole Advisors
Florida
$932K +$164K +2,615 +21%
CWP
546
Cyndeo Wealth Partners
Florida
$920K – – –
Manulife (Manufacturers Life Insurance)
547
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$918K +$14K +223 +2%
ACA
548
Aptus Capital Advisors
Alabama
$910K +$433K +6,915 +91%
AFG
549
American Financial Group
Ohio
$908K – – –
DTL
550
Dynamic Technology Lab
Singapore
$907K -$1.28M -20,464 -59%
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