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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 %
VDI
826
Vaughan David Investments
Illinois
$393K – – –
BFA
827
Bill Few Associates
Pennsylvania
$388K +$20.7K +330 +6%
SN
828
Sittner & Nelson
Oregon
$388K +$188 +3 +0%
EI
829
Ethic Inc
New York
$385K -$26K -415 -6%
ACM
830
Advisors Capital Management
New Jersey
$385K -$7.52K -120 -2%
DWM
831
Drive Wealth Management
Utah
$384K -$41.5K -662 -10%
FCG
832
Fielder Capital Group
Tennessee
$383K +$48K +766 +14%
AWM
833
Axxcess Wealth Management
California
$380K +$125 +2 +0%
SIM
834
Seaview Investment Managers
Florida
$379K +$1.44K +23 +0.4%
HA
835
Hamel Associates
New Jersey
$379K – – –
NA
836
Nautilus Advisors
California
$378K +$378K +6,029 New
HP
837
Haven Private
Florida
$376K +$376K +6,002 New
AAIM
838
Asset Advisors Investment Management
Georgia
$376K – – –
LCWP
839
Legacy Capital Wealth Partners
Arkansas
$375K -$43.5K -695 -10%
CIAS
840
CFS Investment Advisory Services
New Jersey
$372K -$27.8K -444 -7%
RIL
841
Rothschild Investment LLC
Illinois
$372K -$74.1K -1,183 -17%
KIA
842
KCM Investment Advisors
California
$371K +$8.21K +131 +2%
HDIM
843
Hanson & Doremus Investment Management
Vermont
$370K +$60.7K +969 +20%
BMCM
844
Bryn Mawr Capital Management
Pennsylvania
$370K +$12.5K +200 +4%
1WM
845
1900 Wealth Management
Texas
$369K +$1.13K +18 +0.3%
PCM
846
Park Capital Management
Wisconsin
$369K +$369K +5,888 New
SW
847
SteelPeak Wealth
California
$369K -$940 -15 -0.3%
MWM
848
Modera Wealth Management
New Jersey
$367K -$16.4K -261 -4%
PAA
849
Peregrine Asset Advisers
Oregon
$367K -$60.1K -959 -14%
FNBOH
850
First National Bank of Hutchinson
Kansas
$367K – – –
32 33
34
35 36