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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 %
PMFA
1326
Plante Moran Financial Advisors
Michigan
$5.26K +$3.38K +54 +180%
SR
1327
Syntax Research
Florida
$5.2K – – –
MSG
1328
Main Street Group
Virginia
$5.2K – – –
KPP
1329
Kings Path Partners
Texas
$4.51K -$8.02K -128 -64%
QC
1330
Quent Capital
New York
$4.51K – – –
BONH
1331
Bank of New Hampshire
New Hampshire
$4.39K – – –
PSB
1332
Piscataqua Savings Bank
New Hampshire
$4.13K – – –
BAM
1333
Byrne Asset Management
New Jersey
$4.01K – – –
WTFG
1334
Wood Tarver Financial Group
Idaho
$4K +$4K +75 New
CWM
1335
Cranbrook Wealth Management
Michigan
$3.76K – – –
DPW
1336
DiNuzzo Private Wealth
Pennsylvania
$3.13K – – –
DWM
1337
Darwin Wealth Management
Florida
$2.82K +$2.82K +45 New
OW
1338
Olistico Wealth
Oklahoma
$2.81K +$62 +1 +2%
AIP
1339
Ameritas Investment Partners
Nebraska
$2.78K – – –
CSWM
1340
Cassady Schiller Wealth Management
Ohio
$2.63K – – –
MFG
1341
Mendota Financial Group
Wisconsin
$2.51K -$26.9K -430 -91%
DRP
1342
Decker Retirement Planning
Utah
$2.44K +$2.44K +39 New
BHWM
1343
Beaird Harris Wealth Management
Texas
$2.32K -$22.4K -357 -91%
BIA
1344
Bell Investment Advisors
California
$2.26K -$2.07K -33 -48%
LIS
1345
Legacy Investment Solutions
Idaho
$2.18K – – –
LWMI
1346
Legacy Wealth Management (Idaho)
Idaho
$2.18K – – –
OAJ
1347
Ogorek Anthony Joseph
New York
$2K – – –
SC
1348
Swan Capital
Florida
$1.93K – – –
Q1WB
1349
Quest 10 Wealth Builders
Virginia
$1.57K +$1.57K +25 New
CJH
1350
Christopher J. Hasenberg
Wisconsin
$1.19K – – –
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