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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 %
BC
1176
Barrett & Company
Rhode Island
$64.3K – – –
MCM
1177
Manchester Capital Management
Vermont
$63.3K +$63.2K +1,008 +50,400%
AA
1178
AlphaMark Advisors
Kentucky
$63K – – –
LB
1179
Legacy Bridge
Iowa
$62.7K – – –
HBW
1180
Hazlett, Burt & Watson
West Virginia
$62K +$248 +4 +0.4%
ADL
1181
Asset Dedication LLC
California
$61.5K – – –
KFI
1182
Key Financial Inc
Pennsylvania
$60.5K +$4.01K +64 +7%
AWM
1183
Accredited Wealth Management
Kentucky
$56.4K +$56.4K +900 New
RA
1184
Rise Advisors
New York
$56K -$16.7K -267 -23%
HIA
1185
Harbor Investment Advisory
Maryland
$55.9K – – –
SWA
1186
SOA Wealth Advisors
New York
$52.4K +$1.38K +22 +3%
GKIM
1187
GW&K Investment Management
Massachusetts
$51K – – –
FCMT
1188
Founders Capital Management (Texas)
Texas
$48.2K – – –
MSFP
1189
Mark Sheptoff Financial Planning
Connecticut
$47K – – –
KIM
1190
Kestra Investment Management
Texas
$46.9K +$46.9K +748 New
TFM
1191
TFC Financial Management
Massachusetts
$46.4K – – –
CSC
1192
Caldwell Sutter Capital
California
$46.3K – – –
WB
1193
Webster Bank
Connecticut
$46.3K – – –
VWM
1194
Vermillion Wealth Management
Minnesota
$44.5K +$44.5K +710 New
OPTFSNA
1195
Old Point Trust & Financial Services N A
Virginia
$43.9K – – –
GFPC
1196
Global Financial Private Client
Florida
$43.9K -$2.32K -37 -5%
FG
1197
Fairman Group
Pennsylvania
$43.2K – – –
FDW
1198
Fourth Dimension Wealth
Ohio
$42.7K +$42.7K +682 New
RMC
1199
Resources Management Corp
Connecticut
$42K – – –
MA
1200
MCF Advisors
Kentucky
$41.5K -$3.13K -50 -7%
46 47
48
49 50