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Shell
SHEL

Overview Fund Activity

1,369 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 497 increasing their positions, 454 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.91%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
123
Increased
497
Reduced
454
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.48B
2
GQG Partners
GQG Partners
Florida
$225M
3
HL
Harding Loevner
New Jersey
$230M
4
ECP
Empyrean Capital Partners
California
$152M
5
Morgan Stanley
Morgan Stanley
New York
$804M

Top Sellers

1
GA
GFS Advisors
Texas
$2.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Capital Research Global Investors
Capital Research Global Investors
California
$55.4M
4
Millennium Management
Millennium Management
New York
$294M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
1326
Valley National Advisers
Pennsylvania
$9K – – –
LFG
1327
Larson Financial Group
Missouri
$8.37K – – –
MLA
1328
MB, Levis & Associates
Pennsylvania
$7.44K +$72 +1 +1%
PA
1329
PSI Advisors
Florida
$7.36K – – –
DF
1330
DecisionPoint Financial
Arizona
$7.32K – – –
EWM
1331
Evermay Wealth Management
Virginia
$7.22K – – –
BCM
1332
Blume Capital Management
California
$7.22K – – –
CIA
1333
Cape Investment Advisory
Georgia
$7.22K – – –
KFP
1334
Keener Financial Planning
Texas
$7K – – –
BIM
1335
Breakwater Investment Management
Washington
$6.93K – – –
RS
1336
Rakuten Securities
Japan
$6.79K -$1.81K -25 -21%
DFA
1337
DHJJ Financial Advisors
Illinois
$6.5K – – –
TCG
1338
Transcendent Capital Group
Oklahoma
$6.14K +$6.14K +85 New
MSG
1339
Main Street Group
Virginia
$6.05K – – –
SR
1340
Syntax Research
Florida
$5.99K – – –
QC
1341
Quent Capital
New York
$5.2K – – –
MWA
1342
MFA Wealth Advisors
Pennsylvania
$5.13K +$5.13K +71 New
BIA
1343
Bell Investment Advisors
California
$4.98K +$578 +8 +13%
WAS
1344
Winch Advisory Services
Wisconsin
$4.89K +$72 +1 +1%
SIC
1345
SJS Investment Consulting
Ohio
$4.76K – – –
PSB
1346
Piscataqua Savings Bank
New Hampshire
$4.76K – – –
BAM
1347
Byrne Asset Management
New Jersey
$4.57K – – –
WIA
1348
Wetzel Investment Advisors
Indiana
$4.43K – – –
CWM
1349
Cranbrook Wealth Management
Michigan
$4.33K – – –
MWM
1350
Mascoma Wealth Management
New Hampshire
$3.9K – – –
52 53
54
55 56