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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 %
SEIA
1001
Signature Estate & Investment Advisors
California
$250K +$8.08K +129 +3%
FIA
1002
Foundations Investment Advisors
Arizona
$250K -$9.65K -154 -4%
ETS
1003
ESL Trust Services
New York
$250K +$250K +3,984 New
UPS
1004
UHLMANN PRICE SECURITIES
Illinois
$249K +$439 +7 +0.2%
TPM
1005
Triasima Portfolio Management
Quebec, Canada
$249K +$249K +3,975 New
LCGC
1006
Legacy Capital Group California
California
$247K -$188 -3 -0.1%
MBTD
1007
Mechanics Bank - Trust Department
California
$247K – – –
CWS
1008
Confluence Wealth Services
Pennsylvania
$247K -$9.33K -140 -4%
BFA
1009
Beacon Financial Advisory
Ohio
$246K +$2.26K +36 +0.9%
EHWM
1010
Eads & Heald Wealth Management
Georgia
$246K -$7.53K -120 -3%
EDRH
1011
Edmond de Rothschild Holding
Switzerland
$246K – – –
PAM
1012
Palisade Asset Management
Minnesota
$246K – – –
FCBT
1013
First Citizens Bank & Trust
North Carolina
$246K +$48.6K +775 +25%
BCP
1014
Blue Chip Partners
Michigan
$246K +$877 +14 +0.4%
CD
1015
Chapin Davis
Maryland
$245K – – –
AWM
1016
Avior Wealth Management
Nebraska
$245K +$11.8K +188 +5%
PGF
1017
Plan Group Financial
Oklahoma
$244K – – –
Credit Agricole
1018
Credit Agricole
France
$244K – – –
SC
1019
Sepio Capital
Utah
$244K -$40K -638 -14%
SFG
1020
Seamount Financial Group
Colorado
$244K +$244K +3,896 New
BC
1021
Bayforest Capital
United Kingdom
$244K +$244K +3,888 New
RFN
1022
RDA Financial Network
Iowa
$243K -$21.2K -338 -8%
SC
1023
Saturna Capital
Washington
$238K – – –
FMP
1024
Financial Management Professionals
Texas
$237K -$6.58K -105 -3%
BFG
1025
Berger Financial Group
Minnesota
$236K +$236K +3,773 New
39 40
41
42 43