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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 %
CCWM
1051
Cassaday & Co Wealth Management
Virginia
$223K +$223K +3,560 New
CFG
1052
Cooper Financial Group
California
$223K +$7.83K +125 +4%
ECM
1053
Elgethun Capital Management
South Dakota
$223K +$29.4K +470 +15%
TCM
1054
Tufton Capital Management
Maryland
$222K – – –
FA
1055
Fedenia Advisers
Wisconsin
$222K +$222K +3,541 New
WAM
1056
Weinberger Asset Management
California
$221K – – –
HA
1057
Helium Advisors
Washington
$220K +$220K +3,519 New
UCB
1058
United Community Bank
South Carolina
$220K -$627 -10 -0.3%
FFA
1059
Founders Financial Alliance
North Carolina
$220K -$187K -2,990 -46%
FCMC
1060
Founders Capital Management (Connecticut)
Connecticut
$219K -$48K -766 -18%
SAM
1061
Shikiar Asset Management
New York
$219K +$219K +3,500 New
NFG
1062
Nations Financial Group
Iowa
$218K +$16.8K +268 +8%
MW
1063
Marcum Wealth
Ohio
$218K -$24.1K -385 -10%
1CP
1064
17 Capital Partners
Arizona
$217K +$217K +3,469 New
MOS
1065
MGO One Seven
Ohio
$217K +$11.7K +187 +6%
BWP
1066
Barlow Wealth Partners
Kentucky
$217K – – –
PA
1067
PFG Advisors
Arizona
$217K -$32.5K -519 -13%
TLP
1068
Trinity Legacy Partners
Texas
$216K – – –
CAG
1069
Csenge Advisory Group
Florida
$215K +$215K +3,432 New
KA
1070
Klingman & Associates
New York
$214K +$10.7K +170 +5%
WG
1071
Welch Group
Alabama
$214K +$3.77K +61 +2%
MSAM
1072
Moloney Securities Asset Management
Missouri
$214K -$251 -4 -0.1%
PMA
1073
Prudent Man Advisors
Illinois
$213K – – –
FG
1074
Foster Group
Iowa
$213K +$10.1K +162 +5%
GSEP
1075
Golden State Equity Partners
California
$212K +$34K +542 +19%
41 42
43
44 45