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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 %
CCG
951
Chatham Capital Group
Georgia
$285K – – –
CAM
952
Carret Asset Management
New York
$284K – – –
DJSG
953
D.J. St. Germain
Massachusetts
$284K +$7.83K +125 +3%
VIPI
954
Vista Investment Partners II
Indiana
$283K +$283K +4,517 New
SFO
955
Stokes Family Office
Louisiana
$281K +$14.3K +229 +5%
IAMOG
956
Investors Asset Management of Georgia
Georgia
$280K – – –
CP
957
Canopy Partners
Ohio
$280K – – –
TW
958
Traveka Wealth
California
$280K -$14.2K -226 -5%
FAT
959
First American Trust
California
$279K -$11.3K -180 -4%
AWA
960
Arete Wealth Advisors
Illinois
$279K +$35.2K +561 +14%
CCFCSB
961
Cape Cod Five Cents Savings Bank
Massachusetts
$279K – – –
AG
962
AmeriFlex Group
Nevada
$277K +$277K +4,214 New
GC
963
Grange Capital
Oregon
$276K +$276K +4,413 New
TCB
964
Texas Capital Bancshares
Texas
$276K -$1.44K -23 -0.5%
BCM
965
Brookstone Capital Management
Illinois
$274K -$18.6K -297 -6%
SAA
966
Southeast Asset Advisors
Georgia
$274K +$7.21K +115 +3%
KCFA
967
Key Client Fiduciary Advisors
New Jersey
$274K -$8.02K -128 -3%
IAP
968
Indie Asset Partners
Indiana
$273K – – –
WT
969
Washington Trust
Rhode Island
$273K – – –
HR
970
Hardy Reed
Mississippi
$273K -$2.69K -43 -1%
AWAP
971
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$269K +$63 +1 +0%
SDAM
972
Shulman DeMeo Asset Management
New York
$267K -$2.95K -47 -1%
TSMHT
973
Thurston Springer Miller Herd & Titak
Indiana
$266K -$214K -3,419 -45%
LCS
974
Levin Capital Strategies
New York
$266K -$83K -1,325 -24%
CCFM
975
Clear Creek Financial Management
Washington
$266K +$65.7K +1,048 +33%
37 38
39
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