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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 %
MGWM
776
Marks Group Wealth Management
Minnesota
$441K -$337K -5,372 -43%
OWA
777
One Wealth Advisors
California
$441K -$308K -4,919 -41%
Janus Henderson Group
778
Janus Henderson Group
United Kingdom
$440K – – –
VSI
779
Verde Servicos Internacionais
Brazil
$439K +$439K +7,000 New
BIM
780
Baldwin Investment Management
Pennsylvania
$438K -$106K -1,688 -19%
MDA
781
Minot DeBlois Advisors
Massachusetts
$438K +$438K +6,994 New
CLOS
782
Compagnie Lombard Odier SCmA
Switzerland
$434K -$1.8M -28,790 -81%
FLPIM
783
F.L. Putnam Investment Management
Massachusetts
$433K -$89.8K -1,434 -17%
SIMG
784
Sonora Investment Management Group
Arizona
$433K +$17.9K +285 +4%
BHBT
785
Burke & Herbert Bank & Trust
Virginia
$433K – – –
PWPS
786
Pinnacle Wealth Planning Services
Ohio
$432K -$305K -4,864 -41%
BCMLT
787
Beacon Capital Management LLC (Tennessee)
Tennessee
$431K +$3.82K +61 +0.9%
WIC
788
Woodmont Investment Counsel
Tennessee
$428K -$50.1K -800 -10%
RWP
789
RWA Wealth Partners
Massachusetts
$428K +$313 +5 +0.1%
AGC
790
Aspen Grove Capital
Colorado
$424K +$7.39K +118 +2%
FFA
791
Farther Finance Advisors
California
$423K -$123K -1,957 -22%
AC
792
Avant Capital
Louisiana
$423K +$423K +6,748 New
TW
793
Transform Wealth
Colorado
$422K +$42.5K +678 +11%
TAM
794
Tucker Asset Management
Colorado
$422K -$28.5K -455 -6%
FWP
795
FAS Wealth Partners
Kansas
$421K +$1.57K +25 +0.4%
CC
796
Courier Capital
New York
$421K – – –
WP
797
Westmount Partners
California
$420K – – –
LNB
798
Ledyard National Bank
$420K +$35K +558 +9%
GQG Partners
799
GQG Partners
Florida
$419K -$20.1K -321 -5%
VVP
800
Venture Visionary Partners
Ohio
$418K +$2.76K +44 +0.7%
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