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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 %
NRC
901
New Republic Capital
North Carolina
$323K -$62.7K -1,001 -16%
PAM
902
Parvin Asset Management
South Dakota
$321K +$321K +5,125 New
VIP
903
Vista Investment Partners
Oklahoma
$321K +$2.76K +44 +0.9%
SW
904
Simplicity Wealth
New Jersey
$320K +$120K +1,913 +60%
RC
905
Rahlfs Capital
Texas
$320K +$320K +5,110 New
CA
906
Cullinan Associates
Kentucky
$320K -$132K -2,100 -29%
LCM
907
Lunt Capital Management
Utah
$319K – – –
PP
908
PFS Partners
New Jersey
$317K +$3.32K +53 +1%
APG
909
Abacus Planning Group
South Carolina
$315K – – –
JIC
910
Joel Isaacson & Co
New York
$315K – – –
GSB
911
Greenfield Savings Bank
Massachusetts
$315K – – –
CCC
912
Chelsea Counsel Company
California
$314K – – –
HJGA
913
Hardman Johnston Global Advisors
Connecticut
$313K – – –
SDJVC
914
St. Denis J. Villere & Co
Louisiana
$313K – – –
LIA
915
Lynx Investment Advisory
District of Columbia
$312K -$627 -10 -0.2%
LF
916
Lantz Financial
Illinois
$312K +$6.33K +101 +2%
SAIG
917
Semper Augustus Investments Group
Colorado
$311K – – –
ACP
918
Aveo Capital Partners
Colorado
$311K -$7.27K -116 -2%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$311K -$45.1K -720 -13%
I2I
920
Insight 2811 Inc
Illinois
$310K -$44.9K -716 -13%
TT
921
TI-Trust
Illinois
$308K – – –
BL
922
Balentine LLC
Georgia
$308K – – –
PCS
923
Personal CFO Solutions
New Jersey
$308K -$53.3K -851 -15%
EFS
924
Essex Financial Services
Connecticut
$307K -$7.39K -118 -2%
CAL
925
Capital Analysts LLC
Pennsylvania
$306K +$27.8K +444 +10%
35 36
37
38 39