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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 %
BAM
976
Broyhill Asset Management
North Carolina
$266K +$266K +4,240 New
SFG
977
SevenBridge Financial Group
Pennsylvania
$265K – – –
SWA
978
Sax Wealth Advisors
New Jersey
$263K +$2.01K +32 +0.8%
CTC
979
Cetera Trust Company
Minnesota
$263K +$2.51K +40 +1%
CMMS
980
Comprehensive Money Management Services
Florida
$262K +$262K +4,175 New
SWMP
981
Signature Wealth Management Partners
New Jersey
$261K – – –
JWCA
982
J.W. Coons Advisors
Ohio
$261K – – –
SBIA
983
Sheaff Brock Investment Advisors
Indiana
$260K -$4.07K -65 -2%
OPA
984
Old Port Advisors
Maine
$260K +$20.4K +325 +8%
BAM
985
Berkshire Asset Management
Pennsylvania
$259K -$145K -2,214 -36%
BA
986
Ballew Advisors
Mississippi
$259K -$12.7K -195 -5%
GWP
987
Gateway Wealth Partners
Wisconsin
$258K -$15.5K -248 -6%
GI
988
GAMMA Investing
California
$257K -$59.8K -954 -19%
KA
989
Kozak & Associates
Colorado
$257K +$4.58K +71 +2%
TP
990
Tranquility Partners
Tennessee
$256K – – –
AA
991
Argent Advisors
Louisiana
$254K – – –
ST
992
Sabal Trust
Florida
$254K -$15.5K -247 -6%
AIM
993
Avity Investment Management
Connecticut
$253K – – –
PWP
994
Phillips Wealth Planners
Mississippi
$252K +$2.86K +44 +1%
CBA
995
Coastal Bridge Advisors
Connecticut
$252K +$501 +8 +0.2%
FFA
996
First Foundation Advisors
California
$251K -$127K -2,026 -34%
MIM
997
Marco Investment Management
Georgia
$251K +$25.1K +400 +11%
DAS
998
Diversify Advisory Services
Utah
$251K -$26.3K -405 -9%
LI
999
Lafayette Investments
Maryland
$251K -$28.3K -452 -10%
MBT
1000
Montecito Bank & Trust
California
$250K +$56.4K +900 +29%
38 39
40
41 42