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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 %
IP
926
Isthmus Partners
Wisconsin
$305K – – –
TRCT
927
Tower Research Capital (TRC)
New York
$304K -$969K -15,473 -76%
AB
928
Atlas Brown
Kentucky
$303K – – –
NGA
929
Naples Global Advisors
Florida
$303K +$1.5K +24 +0.5%
EGA
930
E&G Advisors
Texas
$303K – – –
FTWA
931
Fifth Third Wealth Advisors
Ohio
$303K +$3.89K +62 +1%
CAM
932
Concorde Asset Management
Michigan
$302K -$689 -11 -0.2%
RDWM
933
Red Door Wealth Management
Tennessee
$302K -$3.95K -63 -1%
AHL
934
Abel Hall LLC
Louisiana
$302K +$2.32K +37 +0.8%
PP
935
Patten & Patten
Tennessee
$302K +$39.8K +635 +15%
KCM
936
Kathmere Capital Management
Pennsylvania
$301K -$52.1K -831 -15%
BAM
937
Brave Asset Management
New Jersey
$301K – – –
EAM
938
Everstar Asset Management
North Carolina
$298K +$35.3K +564 +13%
Macquarie Group
939
Macquarie Group
Australia
$297K +$23.1K +369 +8%
SFC
940
Strategic Financial Concepts
Texas
$293K +$293K +4,675 New
KIC
941
Keating Investment Counselors
Florida
$293K -$70.5K -1,125 -19%
ML
942
McAdam LLC
Pennsylvania
$292K +$1K +16 +0.3%
GWM
943
Geneos Wealth Management
Colorado
$292K -$39.6K -632 -12%
FB
944
Fulton Bank
Pennsylvania
$292K -$81.1K -1,295 -22%
GIP
945
Granite Investment Partners
California
$292K – – –
RCA
946
Resonant Capital Advisors
Wisconsin
$291K -$14.2K -227 -5%
FFC
947
First Financial Corp
Indiana
$288K +$5.64K +90 +2%
AA
948
Ancora Advisors
Ohio
$287K +$8.83K +141 +3%
VF
949
Virtu Financial
New York
$286K -$4.62M -73,589 -94%
CC
950
Chicago Capital
Illinois
$286K -$132K -2,104 -32%
36 37
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