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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 %
CSIC
551
Clifford Swan Investment Counsel
California
$900K -$14.8K -236 -2%
SS
552
Sunbelt Securities
Texas
$895K +$32.8K +531 +4%
DWT
553
Dorsey & Whitney Trust
South Dakota
$892K -$11.3K -180 -1%
CTA
554
Chesley Taft & Associates
Illinois
$887K +$501 +8 +0.1%
IF
555
Intrua Financial
Texas
$887K +$65.7K +1,048 +8%
BMO
556
Beck Mack & Oliver
New York
$881K -$37.6K -600 -4%
CCG
557
Catalina Capital Group
California
$878K +$54.9K +876 +7%
CCI
558
Credit Capital Investments
New Jersey
$877K – – –
EWA
559
EP Wealth Advisors
California
$874K -$173K -2,757 -16%
WA
560
WESPAC Advisors
California
$872K +$228K +3,636 +35%
CWM
561
Congress Wealth Management
Massachusetts
$854K -$42.2K -673 -5%
LDB
562
Lee, Danner & Bass
Tennessee
$852K -$6.27K -100 -0.7%
CTC
563
Central Trust Company
Missouri
$845K -$859K -13,705 -50%
SRC
564
Sage Rhino Capital
California
$841K -$14.1K -225 -2%
GFA
565
Gallagher Fiduciary Advisors
Illinois
$834K +$228K +3,636 +38%
SAM
566
Smartleaf Asset Management
Massachusetts
$831K +$175K +2,826 +27%
Bessemer Group
567
Bessemer Group
New Jersey
$823K +$7.53K +120 +0.9%
LFA
568
Legacy Financial Advisors
Kentucky
$823K -$35.1K -560 -4%
AFW
569
Avantra Family Wealth
Pennsylvania
$814K +$814K +12,996 New
SGA
570
Strategic Global Advisors
California
$812K +$1.69K +27 +0.2%
DAS
571
Dynamic Advisor Solutions
Arizona
$811K -$278K -4,444 -26%
DG
572
DMC Group
Alabama
$811K -$60K -958 -7%
FNBOO
573
First National Bank of Omaha
Nebraska
$811K +$16.5K +264 +2%
AIM
574
Alhambra Investment Management
Florida
$799K -$188K -3,007 -19%
GEA
575
Glen Eagle Advisors
New Jersey
$796K -$4.07K -65 -0.5%
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