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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 %
CSPIA
1226
Cary Street Partners Investment Advisory
Virginia
$28.1K -$5.23M -83,476 -99%
CBT
1227
CoreFirst Bank & Trust
Kansas
$27.5K – – –
HGERS
1228
Householder Group Estate & Retirement Specialist
Arizona
$27K -$10.6K -175 -28%
VNA
1229
Valley National Advisers
Pennsylvania
$27K +$24.4K +400 +930%
MSWM
1230
Mowery & Schoenfeld Wealth Management
Illinois
$26.8K – – –
CAM
1231
Creekmur Asset Management
Illinois
$25.2K – – –
GIA
1232
GHP Investment Advisors
Colorado
$25.1K -$10.2K -163 -29%
YDMI
1233
Y.D. More Investments
Israel
$25.1K – – –
PWA
1234
Provenance Wealth Advisors
Florida
$24.4K – – –
WAG
1235
Wiser Advisor Group
Arizona
$23.3K +$188 +3 +0.8%
HWA
1236
HHM Wealth Advisors
Tennessee
$23.2K +$18.4K +293 +381%
T2I
1237
Turim 21 Investimentos
Brazil
$22.7K – – –
CFO
1238
CVA Family Office
Colorado
$22.7K -$940 -15 -4%
OLVIG
1239
Oliver Lagore Vanvalin Investment Group
Michigan
$22.7K +$1.25K +20 +6%
WA
1240
WPG Advisers
Maryland
$22K +$22K +351 New
TC
1241
Trust Company
Kansas
$21.6K – – –
NECFA
1242
New England Capital Financial Advisors
Connecticut
$21.2K – – –
MAS
1243
MPWM Advisory Solutions
Georgia
$21.1K +$21.1K +338 New
CP
1244
Castleview Partners
Texas
$20.6K – – –
CA
1245
Continuum Advisory
Idaho
$20.6K -$7.51K -120 -27%
PPC
1246
Park Place Capital
Alabama
$20.5K – – –
SVCP
1247
Silicon Valley Capital Partners
California
$20.3K +$188 +3 +0.9%
CFS
1248
CGC Financial Services
Oregon
$20.3K +$8.65K +138 +74%
SFA
1249
Semmax Financial Advisors
North Carolina
$20.2K – – –
TC
1250
Tacita Capital
Ontario, Canada
$20.2K – – –
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