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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 %
EW
601
Evoke Wealth
California
$727K +$626 +10 +0.1%
CFGS
602
Concourse Financial Group Securities
Alabama
$720K +$20.8K +315 +3%
AWM
603
AE Wealth Management
Kansas
$720K -$51.8K -826 -7%
PWM
604
Pines Wealth Management
North Carolina
$717K +$717K +11,043 New
ISL
605
Ingalls & Snyder LLC
New York
$713K -$1.25K -20 -0.2%
CAG
606
Crestwood Advisors Group
Massachusetts
$712K +$97.5K +1,556 +16%
MYIA
607
Mount Yale Investment Advisors
Colorado
$709K -$33.1K -528 -4%
WPC
608
Wedmont Private Capital
Pennsylvania
$709K -$10.8K -166 -1%
HC
609
Hara Capital
Washington
$709K +$417K +6,655 +143%
GHA
610
GW Henssler & Associates
Georgia
$707K – – –
NG
611
Norden Group
Utah
$699K -$47.6K -759 -6%
SIG
612
Senator Investment Group
New York
$697K -$30.6M -488,871 -98%
GFP
613
Gryphon Financial Partners
Ohio
$696K -$814 -13 -0.1%
TCOT
614
Trust Company of Toledo
Ohio
$695K -$41.2K -657 -6%
FFS
615
Founders Financial Securities
Maryland
$693K +$15.2K +242 +2%
HW
616
Hancock Whitney
Mississippi
$692K +$154K +2,459 +29%
FHA
617
First Horizon Advisors
Tennessee
$691K -$25.3K -403 -4%
CIA
618
Capital Investment Advisors
Georgia
$690K -$15.4K -245 -2%
QOP
619
Quinn Opportunity Partners
Virginia
$689K – – –
JGUA
620
John G. Ullman & Associates
New York
$683K – – –
HI
621
Horizon Investments
North Carolina
$678K +$14.2K +226 +2%
AMIM
622
Aull & Monroe Investment Management
Alabama
$678K -$19K -303 -3%
BF
623
Brucke Financial
Indiana
$675K +$675K +10,258 New
BCM
624
Birmingham Capital Management
Alabama
$675K -$18.8K -300 -3%
C
625
Certuity
Florida
$669K +$23.2K +370 +4%
23 24
25
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