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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
1076
Belpointe Asset Management
Nevada
$212K -$11.7K -163 -5%
CWP
1077
CFM Wealth Partners
Texas
$211K -$87.8K -1,402 -29%
TIM
1078
Tevis Investment Management
Texas
$209K – – –
RBFC
1079
Roman Butler Fullerton & Co
Missouri
$207K +$1.3K +20 +0.6%
CA
1080
Cache Advisors
California
$207K +$207K +3,303 New
OL
1081
one8zero8 LLC
North Carolina
$207K +$207K +3,300 New
TFP
1082
Triune Financial Partners
Kansas
$206K +$2.32K +37 +1%
BWM
1083
Birchcreek Wealth Management
Ohio
$206K +$206K +3,294 New
CG
1084
Clarus Group
Texas
$206K +$689 +11 +0.3%
DSC
1085
Duncker Streett & Co
Missouri
$206K -$52.9K -845 -20%
MP
1086
McDonald Partners
Ohio
$206K +$206K +3,287 New
FG
1087
Fiduciary Group
Georgia
$206K – – –
WPW
1088
Warther Private Wealth
Ohio
$205K +$10.6K +169 +5%
ACA
1089
Ascension Capital Advisors
Texas
$203K – – –
SG
1090
StoneX Group
New York
$203K -$7.71K -123 -4%
TF
1091
Tompkins Financial
New York
$202K – – –
EBSAM
1092
Eubel Brady & Suttman Asset Management
Ohio
$202K – – –
RC
1093
Roundview Capital
New Jersey
$201K -$23.9K -382 -11%
HCP
1094
Hexagon Capital Partners
Arkansas
$200K -$50.1K -799 -20%
SIA
1095
SeaBridge Investment Advisors
New Jersey
$200K – – –
HIS
1096
Harvest Investment Services
Illinois
$200K +$200K +3,199 New
ZI
1097
ZEGA Investments
Florida
$200K +$200K +3,062 New
GLLW
1098
Graves Light Lenhart Wealth
Virginia
$200K – – –
AIC
1099
Archer Investment Corporation
Indiana
$199K +$126K +2,008 +171%
TIM
1100
Thompson Investment Management
Wisconsin
$199K – – –
42 43
44
45 46