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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 %
SAM
1301
Synergy Asset Management
Washington
$9.76K +$9.76K +148 New
LC
1302
Lavaca Capital
Texas
$9.65K +$9.65K +154 New
JFGIW
1303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.22K -$227K -3,454 -96%
AWM
1304
Abound Wealth Management
Tennessee
$8.9K +$6.2K +99 +230%
JGIA
1305
Jackson Grant Investment Advisers
Connecticut
$8.9K – – –
GWSG
1306
GPS Wealth Strategies Group
Colorado
$8.77K – – –
SRCM
1307
Signature Resources Capital Management
California
$8.71K – – –
BOJHT
1308
Bank of Jackson Hole Trust
Wyoming
$8.52K +$8.52K +136 New
CTWM
1309
Cherry Tree Wealth Management
Minnesota
$8.46K – – –
PWM
1310
Parkworth Wealth Management
California
$8.38K +$8.38K +134 New
PS
1311
Pinney & Scofield
Massachusetts
$8.15K +$8.15K +130 New
NFSG
1312
Newbridge Financial Services Group
Florida
$7.65K +$7.65K +122 New
CFFP
1313
Center for Financial Planning
Michigan
$7.02K +$7.02K +112 New
MLA
1314
MB, Levis & Associates
Pennsylvania
$6.59K +$63 +1 +1%
PA
1315
PSI Advisors
Florida
$6.39K – – –
BCM
1316
Blume Capital Management
California
$6.27K – – –
DF
1317
DecisionPoint Financial
Arizona
$6.27K – – –
EWM
1318
Evermay Wealth Management
Virginia
$6.27K – – –
AWM
1319
Activest Wealth Management
Florida
$6.27K +$6.27K +100 New
AFM
1320
Aspetuck Financial Management
Connecticut
$6.27K +$6.27K +100 New
CWM
1321
Crowley Wealth Management
Delaware
$6.27K +$6.27K +100 New
BIM
1322
Breakwater Investment Management
Washington
$6.02K – – –
FIA
1323
FNY Investment Advisers
New York
$6K +$6K +100 New
DFA
1324
DHJJ Financial Advisors
Illinois
$5.64K – – –
MWM
1325
Mascoma Wealth Management
New Hampshire
$5.26K +$1.88K +30 +56%
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