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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 %
MHC
801
May Hill Capital
Massachusetts
$418K +$418K +6,671 New
RPC
802
Rossmore Private Capital
Connecticut
$417K -$940 -15 -0.2%
HL
803
HeadInvest LLC
Maine
$417K – – –
EH
804
Equitable Holdings
New York
$416K -$40.7K -649 -9%
LC
805
Lindbrook Capital
California
$416K -$17.5K -280 -4%
LTAS
806
Linden Thomas Advisory Services
North Carolina
$416K +$87.2K +1,392 +27%
NAM
807
NTV Asset Management
West Virginia
$415K -$28.2K -450 -6%
GCM
808
Gables Capital Management
Florida
$413K -$6.27K -100 -1%
CH
809
Cromwell Holdings
Wyoming
$410K – – –
BWM
810
BigSur Wealth Management
Florida
$409K -$14.4K -230 -3%
SA
811
Strategic Advisors
New York
$409K +$159K +2,531 +63%
EWM
812
Empirical Wealth Management
Washington
$409K +$56.6K +904 +16%
Mitsubishi UFJ Asset Management
813
Mitsubishi UFJ Asset Management
Japan
$408K +$21.4K +331 +6%
BHIA
814
Birch Hill Investment Advisors
Massachusetts
$407K – – –
AIM
815
Aigen Investment Management
New York
$407K +$407K +6,489 New
FTC
816
Farmers Trust Company
Ohio
$406K – – –
IWA
817
Icon Wealth Advisors
Texas
$406K +$101K +1,618 +33%
E3F
818
Eight 31 Financial
Texas
$404K +$4.26K +68 +1%
BMC
819
Beaton Management Company
Massachusetts
$404K – – –
JCM
820
Jacobi Capital Management
Pennsylvania
$402K -$10.2K -163 -2%
MWM
821
Modern Wealth Management
Kansas
$399K +$18.4K +293 +5%
AWS
822
Arkfeld Wealth Strategies
Nebraska
$399K +$2.92K +45 +0.7%
APWM
823
Argonautica Private Wealth Management
Massachusetts
$398K +$21.4K +342 +6%
WPW
824
Waldron Private Wealth
Pennsylvania
$398K -$63K -1,006 -14%
NIM
825
Northeast Investment Management
Massachusetts
$397K -$279K -4,458 -41%
31 32
33
34 35