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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
576
Strategic Global Advisors
California
$812K +$1.77K +27 +0.2%
DAS
577
Dynamic Advisor Solutions
Arizona
$811K -$291K -4,444 -26%
DG
578
DMC Group
Alabama
$811K -$62.8K -958 -7%
FNBOO
579
First National Bank of Omaha
Nebraska
$811K +$17.3K +264 +2%
IFG
580
Independent Financial Group
California
$801K +$6.75K +103 +0.8%
AIM
581
Alhambra Investment Management
Florida
$799K -$197K -3,007 -19%
GEA
582
Glen Eagle Advisors
New Jersey
$796K -$4.26K -65 -0.5%
NL
583
NVWM LLC
Pennsylvania
$795K -$1.97K -30 -0.2%
TW
584
TrinityPoint Wealth
Connecticut
$788K +$79.5K +1,213 +11%
SIG
585
Stonegate Investment Group
Alabama
$782K +$32.8K +500 +4%
HKIM
586
Hayek Kallen Investment Management
Alabama
$780K -$77.7K -1,185 -9%
First Manhattan
587
First Manhattan
New York
$778K +$95K +1,450 +13%
EWM
588
EPG Wealth Management
Georgia
$777K -$5.9K -90 -0.7%
CPC
589
Cookson Peirce & Co
Pennsylvania
$774K +$809K +12,351 New
HIP
590
HUB Investment Partners
Texas
$772K +$52.8K +805 +7%
Toronto Dominion Bank
591
Toronto Dominion Bank
Ontario, Canada
$768K -$30.5K -465 -4%
POIA
592
Pin Oak Investment Advisors
Texas
$763K – – –
BP
593
Ballentine Partners
Massachusetts
$758K -$128K -1,958 -14%
PC
594
Permanens Capital
New York
$757K – – –
HCM
595
Howard Capital Management
Georgia
$757K +$282K +4,306 +55%
HPM
596
Hudson Portfolio Management
New York
$755K -$13.1K -200 -2%
RCM
597
Radnor Capital Management
Pennsylvania
$752K -$137K -2,085 -15%
LSAG
598
Lake Street Advisors Group
New Hampshire
$751K -$50.3K -768 -6%
SW
599
SVB Wealth
Massachusetts
$750K +$784K +11,968 New
TH
600
TCTC Holdings
Texas
$749K -$73.1K -1,116 -9%
22 23
24
25 26

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.