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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 %
FMWA
751
Forvis Mazars Wealth Advisors
Missouri
$471K -$193K -3,084 -29%
PA
752
Profund Advisors
Maryland
$471K -$312K -4,986 -40%
MPI
753
Mairs & Power Inc
Minnesota
$470K -$257K -4,100 -35%
CIA
754
Choate Investment Advisors
Massachusetts
$470K +$255K +4,076 +119%
BJL
755
Brighton Jones LLC
Washington
$468K +$159K +2,545 +52%
CAI
756
Capital Advisors Inc
Oklahoma
$467K +$11.9K +190 +3%
UOTTAIMCU
757
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$467K -$5.63M -89,791 -92%
MA
758
MONECO Advisors
Connecticut
$467K +$8.08K +129 +2%
SCP
759
Sivia Capital Partners
California
$466K -$60.6K -968 -12%
Empower Advisory Group
760
Empower Advisory Group
Colorado
$466K +$2.13K +34 +0.5%
IC
761
Iconiq Capital
California
$466K +$200K +3,186 +75%
PA
762
Probity Advisors
Texas
$466K +$64.3K +1,026 +16%
LSV Asset Management
763
LSV Asset Management
Illinois
$464K +$464K +7,400 New
RMDI
764
R.M. Davis Inc
Maine
$458K -$171K -2,729 -27%
AG
765
AlTi Global
New York
$457K +$1.57K +25 +0.3%
RBC
766
Romano Brothers & Co
Illinois
$456K -$15.7K -250 -3%
HCA
767
Harbour Capital Advisors
Virginia
$456K -$33.9K -525 -7%
OIA
768
OneDigital Investment Advisors
Kansas
$456K -$38.5K -615 -8%
GC
769
Guggenheim Capital
Illinois
$455K -$2.63K -42 -0.6%
BCWM
770
Bartlett & Co Wealth Management
Ohio
$451K -$34K -543 -7%
CRC
771
Curi RMB Capital
Illinois
$449K -$2.32K -37 -0.5%
GRP
772
Global Retirement Partners
California
$446K -$24K -383 -5%
CCA
773
Childress Capital Advisors
Texas
$445K -$900K -14,366 -67%
SAMT
774
Select Asset Management & Trust
Pennsylvania
$443K – – –
PWP
775
Principle Wealth Partners
Connecticut
$443K +$12.5K +200 +3%
29 30
31
32 33