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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 %
DPW
1351
DiNuzzo Private Wealth
Pennsylvania
$3.61K – – –
HWA
1352
HHM Wealth Advisors
Tennessee
$3.25K -$40.8K -565 -93%
OW
1353
Olistico Wealth
Oklahoma
$3.23K +$3.23K +45 New
AIP
1354
Ameritas Investment Partners
Nebraska
$3.21K – – –
CAM
1355
ClariVest Asset Management
California
$3.14K – – –
AWM
1356
Abound Wealth Management
Tennessee
$3.1K -$938 -13 -23%
TCM
1357
Tradewinds Capital Management
Washington
$3.1K – – –
CSWM
1358
Cassady Schiller Wealth Management
Ohio
$3.03K – – –
TJHA
1359
Thomas J. Herzfeld Advisors
Florida
$2.6K +$2.6K +36 New
EFP
1360
EnRich Financial Partners
Wisconsin
$2.38K +$2.38K +33 New
QPBE
1361
Quintet Private Bank (Europe)
Luxembourg
$2.31K +$83 +1 +4%
DI
1362
DAGCO Inc
Ohio
$2.17K – – –
SGC
1363
Slocum, Gordon & Co
Rhode Island
$2.17K +$2.17K +30 New
BFA
1364
Brown Financial Advisors
Ohio
$1.66K +$1.66K +23 New
CJH
1365
Christopher J. Hasenberg
Wisconsin
$1.37K +$1.37K +19 New
MIA
1366
MeadowBrook Investment Advisors
Michigan
$1.23K – – –
C
1367
Covestor
United Kingdom
$1K -$429 -3 -30%
GC
1368
Gould Capital
Washington
$722 – – –
VWA
1369
Valued Wealth Advisors
Utah
$459 – – –
MCM
1370
Manchester Capital Management
Vermont
$145 – – –
VWM
1371
Valley Wealth Managers
New Jersey
$19 -$18 – –
Arrowstreet Capital
1372
Arrowstreet Capital
Massachusetts
– -$108M -1,616,408 Closed
Qube Research & Technologies (QRT)
1373
Qube Research & Technologies (QRT)
United Kingdom
– -$23.3M -347,139 Closed
SGDR
1374
SPX Gestao de Recursos
Brazil
– -$14.1M -210,680 Closed
Mirae Asset Global Investments
1375
Mirae Asset Global Investments
South Korea
– -$7.79M -116,199 Closed
53 54
55
56 57