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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 %
SWM
876
Silverlake Wealth Management
Vermont
$345K -$62.7K -1,000 -15%
MGIA
877
Matthew Goff Investment Advisor
Texas
$345K – – –
AOWM
878
Alpha Omega Wealth Management
Virginia
$343K -$12.5K -200 -4%
AIA
879
AIMZ Investment Advisors
California
$343K -$6.27K -100 -2%
GS
880
GTS Securities
New York
$342K -$505K -8,056 -60%
WA
881
Wealthstream Advisors
New York
$342K +$33.5K +535 +11%
FWIA
882
Fort Washington Investment Advisors
Ohio
$342K -$47.4K -756 -12%
MJP
883
Michael J. Puzo
$341K -$138K -2,200 -29%
BCP
884
Berkeley Capital Partners
Georgia
$341K -$37.3K -596 -10%
CWM
885
Cordatus Wealth Management
Pennsylvania
$337K +$2.07K +33 +0.6%
FDCDDQ
886
Federation des caisses Desjardins du Quebec
Quebec, Canada
$337K +$10.8K +173 +3%
EWA
887
Evolution Wealth Advisors
Florida
$336K +$78K +1,245 +30%
AWM
888
Angeles Wealth Management
California
$336K +$109K +1,747 +48%
ATC
889
Argent Trust Co
Tennessee
$335K -$59.5K -950 -15%
RSWM
890
Robertson Stephens Wealth Management
California
$334K +$251 +4 +0.1%
BFA
891
Beaumont Financial Advisors
Massachusetts
$331K +$2.38K +38 +0.7%
PCM
892
Parsons Capital Management
Rhode Island
$331K -$115K -1,838 -26%
DCA
893
DSG Capital Advisors
Minnesota
$331K +$331K +5,276 New
FRA
894
Frank Rimerman Advisors
California
$329K -$2.05M -32,732 -86%
PCMK
895
Paragon Capital Management (Kansas)
Kansas
$328K – – –
AC
896
Avestar Capital
New York
$327K +$30.4K +485 +10%
AIM
897
Anchor Investment Management
South Carolina
$326K -$25.1K -400 -7%
EWA
898
EverSource Wealth Advisors
Alabama
$325K -$13K -208 -4%
PA
899
Procyon Advisors
Connecticut
$323K +$5.33K +85 +2%
CIAS
900
Capital Investment Advisory Services
North Carolina
$323K -$29.1K -464 -8%
34 35
36
37 38