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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
676
Gradient Investments
Minnesota
$587K +$501 +8 +0.1%
AAS
677
Ameritas Advisory Services
Nebraska
$586K +$91.4K +1,459 +18%
NB
678
NBT Bank
New York
$584K -$6.27K -100 -1%
CWM
679
Circle Wealth Management
New Jersey
$584K -$23.7K -379 -4%
HAM
680
Harmony Asset Management
Arizona
$583K – – –
MCA
681
MSH Capital Advisors
Arizona
$582K +$313 +5 +0.1%
NFC
682
Northeast Financial Consultants
Connecticut
$580K – – –
ERIC
683
Eagle Rock Investment Company
Georgia
$580K – – –
Kovitz Investment Group Partners
684
Kovitz Investment Group Partners
Illinois
$578K -$301K -4,797 -34%
CGL
685
Clarius Group LLC
Washington
$576K -$27.3K -435 -5%
CAM
686
Cozad Asset Management
Illinois
$570K +$86K +1,373 +18%
CWM
687
Collaborative Wealth Management
Florida
$569K -$5.33K -85 -0.9%
GCM
688
Gallacher Capital Management
Colorado
$568K +$3.32K +53 +0.6%
FMII
689
Farmers & Merchants Investments Inc
Nebraska
$567K – – –
CWP
690
Core Wealth Partners
California
$567K – – –
HIP
691
Harrell Investment Partners
Texas
$561K +$2.63K +42 +0.5%
CW
692
CreativeOne Wealth
Kansas
$557K +$35.3K +564 +7%
EB
693
Eastern Bank
Massachusetts
$557K -$41.7K -665 -7%
WIA
694
World Investment Advisors
California
$556K +$205K +3,274 +59%
SWP
695
Sagespring Wealth Partners
Tennessee
$554K +$554K +8,845 New
UBP
696
Union Bancaire Privee
Switzerland
$549K +$549K +8,938 New
ECA
697
Elevated Capital Advisors
Utah
$545K -$34.6K -553 -6%
PBT
698
Pictet Bank & Trust
Bahamas
$542K -$5.95K -95 -1%
SMA
699
Sage Mountain Advisors
Georgia
$542K -$211K -3,366 -28%
IP
700
Ignite Planners
California
$541K +$4.39K +68 +0.8%
26 27
28
29 30