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Shell
SHEL

Overview Fund Activity

1,338 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 476 increasing their positions, 485 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,338
Holders Change
-31
Holders Change %
-2.26%
% of All Funds
19.35%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
476
Reduced
485
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$361M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.31B
3
Jennison Associates
Jennison Associates
New York
$199M
4
Marshall Wace
Marshall Wace
United Kingdom
$75.4M
5
Two Sigma Investments
Two Sigma Investments
New York
$137M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$463K
2
PFCS
Pale Fire Capital SE
Czech Republic
$2.7M
3
SGM
Skye Global Management
Florida
$0
4
BlackRock
BlackRock
New York
$476M
5
Invesco
Invesco
Georgia
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPM
1376
Triasima Portfolio Management
Quebec, Canada
– -$293K -4,055 Closed
HVIA
1377
Hudson Valley Investment Advisors
New York
– -$257K -3,980 Closed
WLG
1378
Williamson Legacy Group
Indiana
– -$287K -3,973 Closed
SIG
1379
Sargent Investment Group
Maryland
– -$283K -3,924 Closed
KWA
1380
Kingswood Wealth Advisors
California
– -$279K -3,862 Closed
HIC
1381
Holderness Investments Company
North Carolina
– -$274K -3,795 Closed
Capstone Investment Advisors
1382
Capstone Investment Advisors
New York
– -$271K -3,757 Closed
LA
1383
LM Advisors
California
– -$241K -3,340 Closed
MMPW
1384
Mitchell McLeod Pugh & Williams
Alabama
– -$240K -3,331 Closed
CF
1385
Clarity Financial
Texas
– -$238K -3,303 Closed
SMG
1386
Smart Money Group
Texas
– -$242K -3,303 Closed
APP
1387
Avantax Planning Partners
Iowa
– -$232K -3,208 Closed
CC
1388
Cadinha & Co
Hawaii
– -$231K -3,205 Closed
RIA
1389
Retirement Investment Advisors
Oklahoma
– -$226K -3,130 Closed
RFG
1390
RFP Financial Group
Georgia
– -$224K -3,108 Closed
CIC
1391
Carnegie Investment Counsel
Ohio
– -$224K -3,108 Closed
TTWM
1392
TCV Trust & Wealth Management
Virginia
– -$224K -3,099 Closed
RI
1393
Redwood Investments
Massachusetts
– -$223K -3,096 Closed
CCWM
1394
Cassaday & Co Wealth Management
Virginia
– -$222K -3,078 Closed
BWM
1395
Birchcreek Wealth Management
Ohio
– -$220K -3,052 Closed
AC
1396
Addison Capital
Pennsylvania
– -$218K -3,023 Closed
OPWM
1397
Oxinas Partners Wealth Management
Indiana
– -$218K -3,016 Closed
SWS
1398
SYSTM Wealth Solutions
Illinois
– -$218K -3,015 Closed
IA
1399
IFG Advisory
Georgia
– -$217K -3,001 Closed
CIA
1400
Cascade Investment Advisors
Oregon
– -$217K -3,000 Closed
54 55
56
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