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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 %
HCP
726
Hardin Capital Partners
South Carolina
$499K – – –
LSIA
727
LaSalle St. Investment Advisors
Illinois
$499K +$74.7K +1,193 +18%
M
728
MOTCO
Texas
$499K -$689 -11 -0.1%
PIM
729
Pullen Investment Management
Florida
$497K +$23.4K +374 +5%
CWA
730
Cura Wealth Advisors
Illinois
$497K +$497K +7,935 New
LFS
731
Leibman Financial Services
Nebraska
$495K -$23.2K -371 -4%
WI
732
WrapManager Inc
California
$495K -$40.7K -649 -8%
KCPG
733
Kavar Capital Partners Group
Kansas
$494K -$5.39K -86 -1%
DP
734
Dearborn Partners
Illinois
$493K +$1.69K +27 +0.3%
HI
735
Harbour Investments
Wisconsin
$492K -$2.51K -40 -0.5%
SMC
736
Smith, Moore & Co
Missouri
$491K +$226K +3,603 +85%
WF
737
Welch & Forbes
Massachusetts
$491K – – –
TCOV
738
Trust Company of Vermont
Vermont
$491K -$138K -2,207 -22%
Barclays
739
Barclays
United Kingdom
$490K +$283K +4,512 +136%
BGAI
740
Bruce G. Allen Investments
Colorado
$490K +$8.4K +134 +2%
TCA
741
Transcend Capital Advisors
New Jersey
$490K -$8.4K -134 -2%
CAM
742
Councilmark Asset Management
Tennessee
$487K +$3.13K +50 +0.6%
SWM
743
Seed Wealth Management
Illinois
$486K – – –
EMAM
744
Encompass More Asset Management
California
$485K +$28.4K +453 +6%
ADMI
745
Albert D. Mason Inc
Massachusetts
$485K – – –
NFC
746
Northstar Financial Companies
Pennsylvania
$483K +$483K +7,705 New
EG
747
Ellerson Group
Maryland
$482K -$9.4K -150 -2%
HP
748
Holistic Planning
Texas
$480K -$7.39K -118 -2%
ECM
749
Estabrook Capital Management
New York
$480K -$29.4K -469 -6%
SWM
750
Spire Wealth Management
Virginia
$476K -$4.32K -69 -0.9%
28 29
30
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