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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 %
CB
1276
Centennial Bank
Arkansas
$13.5K – – –
CWC
1277
Carolinas Wealth Consulting
North Carolina
$13.3K -$3.07K -49 -19%
TWD
1278
True Wealth Design
Ohio
$13K +$7.33K +117 +129%
HWM
1279
Hemington Wealth Management
Virginia
$13K – – –
TC
1280
Truvestments Capital
Florida
$13K – – –
FFL
1281
Financial Freedom LLC
Ohio
$12.9K – – –
RAM
1282
Ramirez Asset Management
New York
$12.5K – – –
PWMG
1283
Prestige Wealth Management Group
New Jersey
$12.5K – – –
FFWM
1284
Future Financial Wealth Management
Ohio
$12.5K – – –
KTC
1285
Kentucky Trust Company
Kentucky
$12.5K +$12.5K +200 New
HFS
1286
Hopwood Financial Services
Virginia
$12.3K +$12.3K +196 New
VWWMG
1287
Vermillion & White Wealth Management Group
Pennsylvania
$12.1K +$12.1K +193 New
GWSA
1288
Global Wealth Strategies & Associates
Colorado
$11.9K – – –
KSWA
1289
Kathleen S. Wright Associates
Pennsylvania
$11.8K – – –
PP
1290
Pacifica Partners
Canada
$11.7K – – –
BLC
1291
Brown, Lisle/Cummings
Rhode Island
$11K – – –
CPG
1292
Cornerstone Planning Group
New Jersey
$10.9K +$3.58K +55 +49%
AWM
1293
Avondale Wealth Management
Texas
$10.8K – – –
HNW
1294
High Note Wealth
Minnesota
$10.8K +$10.8K +173 New
ZB
1295
Zions Bancorporation
Utah
$10.3K -$205K -3,278 -95%
HHGA
1296
Halbert Hargrove Global Advisors
California
$10.1K +$10.1K +162 New
S
1297
Sachetta
Massachusetts
$10K -$62K -990 -86%
RFG
1298
REAP Financial Group
Texas
$9.98K -$17.6K -280 -64%
PA
1299
Pineridge Advisors
Missouri
$9.96K +$9.96K +159 New
NC
1300
NewSquare Capital
Pennsylvania
$9.96K +$9.96K +159 New
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