SHEL icon

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 %
TLA
1126
Tanglewood Legacy Advisors
Texas
$138K -$65.2K -1,040 -32%
WA
1127
Whipplewood Advisors
Colorado
$138K +$138K +2,203 New
EAM
1128
Empirical Asset Management
Massachusetts
$136K +$136K +46,876 New
LWANC
1129
Laurel Wealth Advisors (North Carolina)
North Carolina
$136K +$28.9K +461 +27%
HWP
1130
Highline Wealth Partners
California
$135K -$4.95K -79 -4%
BFPW
1131
BOK Financial Private Wealth
Colorado
$134K -$19.4K -310 -13%
Nisa Investment Advisors
1132
Nisa Investment Advisors
Missouri
$134K +$12.5K +200 +10%
Walleye Capital
1133
Walleye Capital
New York
$132K -$2.02M -32,176 -94%
WSC
1134
Wellington Shields & Co
New York
$130K – – –
BCFD
1135
Boit C.F. David
$125K – – –
BCA
1136
Bray Capital Advisors
Florida
$122K – – –
PGAM
1137
Princeton Global Asset Management
New Jersey
$120K – – –
FPF
1138
First Pacific Financial
Washington
$120K +$1.07K +17 +0.9%
AF
1139
Advisornet Financial
Minnesota
$118K -$5.95K -95 -5%
WCM
1140
Westend Capital Management
California
$117K – – –
APF
1141
Alaska Permanent Fund
Alaska
$115K – – –
AAP
1142
Arax Advisory Partners
Colorado
$111K +$21K +335 +23%
SC
1143
Sawyer & Company
Massachusetts
$110K -$87.1K -1,395 -44%
SWM
1144
Sugarloaf Wealth Management
Georgia
$108K +$188 +3 +0.2%
HCM
1145
Hollencrest Capital Management
California
$106K – – –
PB
1146
Pinnacle Bancorp
Nebraska
$105K -$9.4K -150 -8%
VWM
1147
Venturi Wealth Management
Texas
$104K +$4.95K +79 +5%
CA
1148
CoreCap Advisors
Michigan
$103K -$6.64K -106 -6%
VCM
1149
Versant Capital Management
Arizona
$101K +$44.5K +710 +78%
AP
1150
Advisors Preferred
Maryland
$100K -$173K -2,742 -63%
44 45
46
47 48