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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 %
RPCONE
626
Retirement Planning Company of New England
Rhode Island
$668K +$668K +10,655 New
DT
627
Diversified Trust
Tennessee
$665K +$7.52K +120 +1%
SIC
628
Shoker Investment Counsel
Ohio
$664K -$4.2K -67 -0.6%
GDP
629
Great Diamond Partners
Maine
$658K +$17.1K +273 +3%
PCMF
630
Private Capital Management (Florida)
Florida
$658K – – –
BEI
631
Benjamin Edwards Inc
Missouri
$657K +$20.2K +322 +3%
IB
632
Intrust Bank
Kansas
$657K +$6.64K +106 +1%
PTC
633
Private Trust Company
Ohio
$657K +$63 +1 +0%
SQA
634
Simon Quick Advisors
New Jersey
$655K +$439 +7 +0.1%
HJIM
635
Henry James International Management
New York
$651K – – –
SC
636
Schulhoff & Co
Ohio
$649K – – –
IRC
637
Investors Research Corp
Georgia
$649K – – –
LGA
638
Lebenthal Global Advisors
New York
$648K +$66.8K +1,066 +11%
MWM
639
Meridian Wealth Management
Kentucky
$646K +$1.88K +30 +0.3%
IAN
640
Integrated Advisors Network
Texas
$646K -$405K -6,471 -39%
MA
641
Mutual Advisors
Nebraska
$643K -$245K -3,686 -28%
CCA
642
Criterion Capital Advisors
Tennessee
$642K – – –
EFA
643
Evernest Financial Advisors
Indiana
$641K +$641K +10,233 New
QI
644
Qtron Investments
Massachusetts
$636K – – –
FCP
645
Fidelis Capital Partners
Florida
$636K -$539K -8,276 -46%
WA
646
Wealth Alliance
New York
$635K -$1.19K -19 -0.2%
CCM
647
Causeway Capital Management
California
$635K -$20.4M -325,502 -97%
AGA
648
Arkos Global Advisors
Texas
$633K – – –
SPC
649
Sigma Planning Corp
Michigan
$631K -$18.9K -301 -3%
TPI
650
Trust Point Inc
Wisconsin
$630K -$30.9K -494 -5%
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