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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 %
WWP
1201
WR Wealth Planners
Missouri
$41.4K -$18.4K -293 -31%
CTA
1202
Colonial Trust Advisors
South Carolina
$41.2K -$12.5K -200 -23%
LI
1203
LRI Investments
Florida
$40.8K – – –
KG
1204
Kieckhefer Group
Wisconsin
$39.7K +$39.7K +634 New
SO
1205
Sierra Ocean
California
$39.4K +$39.4K +629 New
Zurich Cantonal Bank
1206
Zurich Cantonal Bank
Switzerland
$37.8K -$11.1K -177 -23%
RTL
1207
Red Tortoise LLC
Georgia
$37.8K – – –
SSG
1208
Summit Securities Group
New York
$37.6K +$12.5K +200 +50%
TCM
1209
TD Capital Management
Tennessee
$36.4K +$1.94K +31 +6%
MEG
1210
Millstone Evans Group
Colorado
$36K +$36K +575 New
FMTCOCP
1211
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K -$12.4K -200 -26%
T
1212
Transce3nd
Texas
$34.3K +$34.3K +548 New
JFA
1213
JNBA Financial Advisors
Minnesota
$34.3K – – –
CFD
1214
Creative Financial Designs
Indiana
$34.2K -$690 -11 -2%
OP
1215
ORG Partners
Indiana
$33.7K +$126 +2 +0.4%
PK
1216
Pflug Koory
Nebraska
$32.4K – – –
TIM
1217
Tortoise Investment Management
New York
$31.7K +$63 +1 +0.2%
VWM
1218
Valley Wealth Managers
New Jersey
$31.5K – – –
FFA
1219
Fairfield Financial Advisors
Massachusetts
$31.3K – – –
HI
1220
Human Investing
Oregon
$31.3K +$31.3K +500 New
FFO
1221
Fortitude Family Office
Arizona
$31K +$2.82K +45 +10%
FGA
1222
Fortis Group Advisors
New Jersey
$30.8K – – –
CWP
1223
Concord Wealth Partners
Virginia
$29.1K – – –
WAS
1224
Winch Advisory Services
Wisconsin
$29K +$24.7K +394 +579%
FC
1225
Fairscale Capital
New Hampshire
$28.2K – – –
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