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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 %
BCG
1026
Breakwater Capital Group
New Jersey
$236K +$1.94K +31 +0.8%
HPC
1027
HM Payson & Co
Maine
$236K +$23.1K +368 +11%
BTW
1028
Boston Trust Walden
Massachusetts
$235K – – –
GLA
1029
Good Life Advisors
Pennsylvania
$234K -$39.7K -633 -14%
SP
1030
Successful Portfolios
Florida
$233K +$63 +1 +0%
JSW
1031
Journey Strategic Wealth
New Jersey
$233K -$63K -1,005 -21%
BBA
1032
Braun-Bostich & Associates
Pennsylvania
$231K -$32K -510 -12%
SCA
1033
Sulzberger Capital Advisors
Florida
$231K +$231K +3,684 New
HIC
1034
Holderness Investments Company
North Carolina
$230K +$230K +3,679 New
TWP
1035
Tyche Wealth Partners
Texas
$230K -$2.51K -40 -1%
HWA
1036
HCR Wealth Advisors
California
$229K – – –
GG
1037
Greenwood Gearhart
Arkansas
$228K -$221K -3,531 -49%
DA
1038
Doliver Advisors
Texas
$228K +$11.3K +180 +5%
HS
1039
Horan Securities
United States
$227K -$501 -8 -0.2%
GF
1040
Goodman Financial
Texas
$227K – – –
AP
1041
Adero Partners
California
$227K +$34.6K +552 +18%
JPWM
1042
Jamison Private Wealth Management
Georgia
$227K +$564 +9 +0.2%
PHS
1043
Pekin Hardy Strauss
Illinois
$226K – – –
CFS
1044
CRA Financial Services
New Jersey
$226K – – –
RA
1045
Riversedge Advisors
Delaware
$226K +$35K +559 +18%
BC
1046
Bridgefront Capital
Texas
$225K +$225K +3,597 New
KMWM
1047
Keudell/Morrison Wealth Management
Oregon
$225K -$52.6K -839 -19%
BBA
1048
BLB&B Advisors
Pennsylvania
$225K -$25.6K -409 -10%
GWMR
1049
GC Wealth Management RIA
Massachusetts
$224K -$233K -3,718 -51%
NAM
1050
NorthCrest Asset Manangement
Minnesota
$224K -$10.5K -168 -4%
40 41
42
43 44