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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 %
ESB
851
Essex Savings Bank
Connecticut
$365K -$5.76K -92 -2%
RMAM
852
Raab & Moskowitz Asset Management
New Jersey
$365K -$35.2K -562 -9%
SMA
853
Seven Mile Advisory
New Jersey
$364K -$13.3K -212 -4%
EW
854
Element Wealth
Mississippi
$364K +$2.51K +40 +0.7%
KP
855
Keel Point
Alabama
$362K -$15.9K -254 -4%
MWM
856
Mattern Wealth Management
Kansas
$362K -$30.8K -491 -8%
AWM
857
Aprio Wealth Management
Georgia
$362K +$113K +1,809 +46%
SL
858
Sentry LLC
Tennessee
$361K – – –
MFG
859
Merit Financial Group
Georgia
$360K +$360K +5,740 New
CC
860
Callan Capital
California
$359K -$129K -2,057 -26%
LFG
861
Larson Financial Group
Missouri
$359K -$41.5K -663 -10%
PSP
862
Principal Street Partners
Tennessee
$358K -$312K -4,986 -47%
KOCAA
863
Knights of Columbus Asset Advisors
Connecticut
$358K – – –
NCM
864
Next Capital Management
New York
$356K +$356K +5,682 New
PFBT
865
Parkside Financial Bank & Trust
Missouri
$355K +$12.5K +200 +4%
RF
866
RHS Financial
California
$355K +$10.8K +173 +3%
CBOR
867
Community Bank of Raymore
Missouri
$354K -$78.3K -1,250 -18%
LWL
868
Leo Wealth LLC
Texas
$354K +$39.6K +632 +13%
AUB
869
Atlantic Union Bankshares
Virginia
$353K – – –
LKIM
870
Lawson Kroeker Investment Management
Nebraska
$352K -$16.6K -265 -5%
SXL
871
Summit X LLC
Missouri
$350K -$1.19K -19 -0.3%
IAIM
872
International Assets Investment Management
Florida
$350K -$21.9M -347,109 -98%
AWAU
873
Alliance Wealth Advisors (Utah)
Utah
$346K -$3.63K -58 -1%
TAM
874
Titleist Asset Management
Texas
$346K +$10.3K +164 +3%
BIM
875
Bridges Investment Management
Nebraska
$346K – – –
33 34
35
36 37