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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Angeles Wealth Management
California
$336K +$114K +1,747 +48%
ATC
902
Argent Trust Co
Tennessee
$335K -$62.3K -950 -15%
RSWM
903
Robertson Stephens Wealth Management
California
$334K +$262 +4 +0.1%
BFA
904
Beaumont Financial Advisors
Massachusetts
$331K +$2.49K +38 +0.7%
PCM
905
Parsons Capital Management
Rhode Island
$331K -$120K -1,838 -26%
DCA
906
DSG Capital Advisors
Minnesota
$331K +$346K +5,276 New
FRA
907
Frank Rimerman Advisors
California
$329K -$2.15M -32,732 -86%
PCMK
908
Paragon Capital Management (Kansas)
Kansas
$328K – – –
AC
909
Avestar Capital
New York
$327K +$31.8K +485 +10%
AIM
910
Anchor Investment Management
South Carolina
$326K -$26.2K -400 -7%
EWA
911
EverSource Wealth Advisors
Alabama
$325K -$13.6K -208 -4%
PA
912
Procyon Advisors
Connecticut
$323K +$5.57K +85 +2%
CIAS
913
Capital Investment Advisory Services
North Carolina
$323K -$30.4K -464 -8%
NRC
914
New Republic Capital
North Carolina
$323K -$65.6K -1,001 -16%
PAM
915
Parvin Asset Management
South Dakota
$321K +$336K +5,125 New
VIP
916
Vista Investment Partners
Oklahoma
$321K +$2.88K +44 +0.9%
SW
917
Simplicity Wealth
New Jersey
$320K +$125K +1,913 +60%
RC
918
Rahlfs Capital
Texas
$320K +$335K +5,110 New
CA
919
Cullinan Associates
Kentucky
$320K -$138K -2,100 -29%
LCM
920
Lunt Capital Management
Utah
$319K – – –
PP
921
PFS Partners
New Jersey
$317K +$3.47K +53 +1%
APG
922
Abacus Planning Group
South Carolina
$315K – – –
JIC
923
Joel Isaacson & Co
New York
$315K – – –
GSB
924
Greenfield Savings Bank
Massachusetts
$315K – – –
CCC
925
Chelsea Counsel Company
California
$314K – – –
35 36
37
38 39

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.