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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 %
CHC
1101
City Holding Co
West Virginia
$199K -$2.19K -35 -1%
PFSC
1102
Peoples Financial Services Corp
Pennsylvania
$197K – – –
ACA
1103
Atlas Capital Advisors
Wyoming
$195K -$5.45K -87 -3%
JWA
1104
JFS Wealth Advisors
Pennsylvania
$190K – – –
WTA
1105
Washington Trust Advisors
Massachusetts
$190K -$3.7K -59 -2%
AWM
1106
AllSquare Wealth Management
New York
$188K -$125K -2,000 -40%
SOAMC
1107
Spirit of America Management Corp
New York
$188K – – –
AWM
1108
Ameliora Wealth Management
Switzerland
$188K – – –
NRWA
1109
North Ridge Wealth Advisors
Oregon
$185K +$185K +2,952 New
FDCP
1110
Foster Dykema Cabot & Partners
Massachusetts
$174K -$53.1K -847 -23%
OC
1111
Oakworth Capital
Alabama
$168K -$12.5K -200 -7%
RTC
1112
Riverview Trust Company
Washington
$165K – – –
AA
1113
Addison Advisors
Vermont
$164K -$6.64K -106 -4%
NWWA
1114
New Wave Wealth Advisors
Arkansas
$161K +$161K +2,569 New
RS
1115
R Squared
Hong Kong
$160K +$160K +2,560 New
SIC
1116
Salem Investment Counselors
North Carolina
$158K -$3.26K -52 -2%
GBT
1117
Grove Bank & Trust
Florida
$157K -$31.8K -507 -17%
FPB
1118
First PREMIER Bank
South Dakota
$157K – – –
DAM
1119
Delta Asset Management
Tennessee
$155K -$66.7K -1,065 -30%
OWP
1120
ORG Wealth Partners
Texas
$153K – – –
PPWM
1121
PFG Private Wealth Management
Florida
$150K -$376 -6 -0.3%
RI
1122
Redwood Investments
Massachusetts
$145K +$145K +2,315 New
BIG
1123
Brooklyn Investment Group
New York
$142K +$109K +1,739 +326%
WI
1124
Wintrust Investments
Illinois
$142K +$18.9K +302 +15%
OC
1125
Oarsman Capital
Wisconsin
$140K – – –
43 44
45
46 47