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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 %
GI
651
GAMCO Investors
Connecticut
$629K +$20K +319 +3%
YIH
652
Y-Intercept (HK)
Hong Kong
$629K +$629K +10,034 New
NCM
653
Northwest Capital Management
Oregon
$627K – – –
BWM
654
BKM Wealth Management
Wisconsin
$624K +$33.9K +541 +6%
GC
655
Grimes & Company
Massachusetts
$622K +$53.8K +859 +9%
QWP
656
Quotient Wealth Partners
Texas
$620K +$385K +6,152 +164%
PM
657
Penbrook Management
New York
$620K – – –
IWM
658
IHT Wealth Management
Illinois
$615K -$129K -2,062 -17%
1WA
659
180 Wealth Advisors
Washington
$612K -$4.01K -64 -0.7%
MNBTD
660
Moody National Bank Trust Division
Texas
$612K +$374K +5,974 +157%
MHR
661
Matthew Hamilton Rosenberg
$612K -$8.14K -130 -1%
WAL
662
W Advisors LLC
Tennessee
$612K – – –
CT
663
Clearstead Trust
Maine
$608K +$608K +9,712 New
JIP
664
Jaffetilchin Investment Partners
Florida
$605K +$584K +9,324 +2,759%
BOH
665
Bank of Hawaii
Hawaii
$605K -$14.1K -225 -2%
ST
666
Smithfield Trust
Pennsylvania
$605K – – –
VCA
667
Verdence Capital Advisors
Maryland
$602K +$376 +6 +0.1%
FMTC
668
Farmers & Merchants Trust Company
California
$598K +$1.63K +26 +0.3%
FIM
669
Fruth Investment Management
Texas
$597K -$313 -5 -0.1%
SYBT
670
Stock Yards Bank & Trust
Kentucky
$597K -$556K -8,880 -48%
FWSM
671
First Wilshire Securities Management
California
$596K +$9.58K +153 +2%
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$595K -$19.3K -308 -3%
MGIA
673
Moneta Group Investment Advisors
Missouri
$594K -$3.26K -52 -0.5%
SAI
674
Savvy Advisors Inc
New York
$594K +$594K +9,485 New
NL
675
NWAM LLC
Washington
$594K -$10.1K -162 -2%
25 26
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