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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 %
SFG
1151
Stonebridge Financial Group
Pennsylvania
$100K +$100K +1,598 New
WCM
1152
Winthrop Capital Management
Indiana
$100K – – –
ITIM
1153
Indiana Trust & Investment Management
Indiana
$95.3K – – –
EBA
1154
Eagle Bay Advisors
New York
$94.7K – – –
BL
1155
BFSG LLC
California
$93.7K +$2.13K +34 +2%
GJIA
1156
Glass Jacobson Investment Advisors
Maryland
$93.1K +$6.08K +97 +7%
CBT
1157
Crews Bank & Trust
Florida
$92.7K +$92.7K +1,479 New
TFA
1158
Transamerica Financial Advisors
Florida
$92K +$92K +1,462 New
WBC
1159
West Branch Capital
Massachusetts
$90.2K -$439 -7 -0.5%
CT
1160
Colonial Trust
South Carolina
$86.9K +$877 +14 +1%
CNBTD
1161
Citizens National Bank Trust Department
Mississippi
$84.4K – – –
AEPWM
1162
Atlantic Edge Private Wealth Management
Florida
$81.4K – – –
FCAS
1163
First Command Advisory Services
Texas
$80.4K – – –
CSB
1164
City State Bank
Iowa
$80.3K +$29.1K +465 +57%
USB
1165
Union Savings Bank
Connecticut
$78.2K – – –
PWA
1166
Physician Wealth Advisors
Utah
$76.5K +$76.5K +1,221 New
Fidelity International
1167
Fidelity International
Bermuda
$75.9K -$8.71K -139 -10%
AW
1168
Avion Wealth
Texas
$71K -$6.18K -100 -8%
PAM
1169
Paradigm Asset Management
New York
$70K – – –
ANBT
1170
American National Bank & Trust
Texas
$68.9K – – –
GSWM
1171
Golden State Wealth Management
California
$68.8K +$68.8K +1,097 New
AAG
1172
Armstrong Advisory Group
Massachusetts
$68.3K +$251 +4 +0.4%
RF
1173
Roxbury Financial
New Jersey
$67.5K +$67.5K +1,042 New
IUHSA
1174
Itau Unibanco Holding S.A.
Brazil
$67.5K +$6.95K +111 +11%
BFP
1175
Briaud Financial Planning
Texas
$66K – – –
45 46
47
48 49