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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 %
NL
576
NVWM LLC
Pennsylvania
$795K -$1.88K -30 -0.2%
TW
577
TrinityPoint Wealth
Connecticut
$788K +$76K +1,213 +11%
SIG
578
Stonegate Investment Group
Alabama
$782K +$31.3K +500 +4%
HKIM
579
Hayek Kallen Investment Management
Alabama
$780K -$74.2K -1,185 -9%
First Manhattan
580
First Manhattan
New York
$778K +$90.8K +1,450 +13%
EWM
581
EPG Wealth Management
Georgia
$777K -$5.64K -90 -0.7%
CPC
582
Cookson Peirce & Co
Pennsylvania
$774K +$774K +12,351 New
HIP
583
HUB Investment Partners
Texas
$772K +$50.4K +805 +7%
Toronto Dominion Bank
584
Toronto Dominion Bank
Ontario, Canada
$768K -$29.1K -465 -4%
POIA
585
Pin Oak Investment Advisors
Texas
$763K – – –
BP
586
Ballentine Partners
Massachusetts
$758K -$123K -1,958 -14%
PC
587
Permanens Capital
New York
$757K – – –
HCM
588
Howard Capital Management
Georgia
$757K +$270K +4,306 +55%
HPM
589
Hudson Portfolio Management
New York
$755K -$12.5K -200 -2%
RCM
590
Radnor Capital Management
Pennsylvania
$752K -$131K -2,085 -15%
LSAG
591
Lake Street Advisors Group
New Hampshire
$751K -$48.1K -768 -6%
SW
592
SVB Wealth
Massachusetts
$750K +$750K +11,968 New
TH
593
TCTC Holdings
Texas
$749K -$69.9K -1,116 -9%
QIM
594
Quantitative Investment Management
Virginia
$741K +$741K +11,840 New
WAP
595
Wealthcare Advisory Partners
Pennsylvania
$735K +$198K +3,159 +37%
TIAA Trust, National Association
596
TIAA Trust, National Association
North Carolina
$734K -$71K -1,134 -9%
BB
597
Busey Bank
Illinois
$733K -$25.5K -407 -3%
SCM
598
Schnieders Capital Management
California
$730K -$6.27K -100 -0.9%
GWA
599
Gratus Wealth Advisors
Virginia
$730K -$18.1K -289 -2%
ISFAN
600
Investor's Fiduciary Advisor Network
Washington
$728K +$728K +11,635 New
22 23
24
25 26