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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
18.07%
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
$5.41B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$454M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$217M
4
UBS Group
UBS Group
Switzerland
$213M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$534M

Top Sellers

1
ECG
Edge Capital Group
Georgia
$11.8M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.5M
3
WGI
Westwood Global Investments
Massachusetts
$0
4
OAG
Orbis Allan Gray
Bermuda
$417M
5
Holocene Advisors
Holocene Advisors
New York
$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Sapient Capital
Indiana
$15.3M +$1.27M +20,332 +9%
WJA
127
Willis Johnson & Associates
Texas
$15.2M -$2.22M -35,490 -13%
KFC
128
Klingenstein Fields & Co
New York
$15M +$67.3K +1,074 +0.4%
AP
129
Americana Partners
Texas
$14.8M +$11.6M +185,711 +373%
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$14.7M -$29.8M -475,569 -67%
DC
131
Davenport & Co
Virginia
$14.5M -$150K -2,391 -1%
HCM
132
Huber Capital Management
California
$14.4M -$9.38M -149,737 -39%
AAIM
133
American Assets Investment Management
California
$13.8M – – –
ECM
134
Evergreen Capital Management
Washington
$13.7M +$125K +1,995 +0.9%
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$13.6M -$704K -11,234 -5%
M&T Bank
136
M&T Bank
New York
$13.4M -$250K -3,995 -2%
SDIC
137
South Dakota Investment Council
South Dakota
$13.3M – – –
BCM
138
Becker Capital Management
Oregon
$13.2M -$303K -4,836 -2%
SEI Investments
139
SEI Investments
Pennsylvania
$13M -$5.18M -82,725 -29%
Connor, Clark & Lunn Investment Management (CC&L)
140
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.8M +$11.9M +190,359 +1,412%
SCP
141
Stamos Capital Partners
California
$12.7M +$2.18M +34,720 +21%
QCM
142
QRG Capital Management
Illinois
$12.6M +$378K +6,038 +3%
Charles Schwab
143
Charles Schwab
California
$12.5M +$936K +14,937 +8%
TAM
144
Tocqueville Asset Management
New York
$11.9M -$15.9K -253 -0.1%
VHAM
145
Van Hulzen Asset Management
California
$11.9M +$221K +3,533 +2%
ECG
146
Edge Capital Group
Georgia
$11.8M -$114B -125,760 -100%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$11.7M +$1.15M +18,317 +11%
GT
148
Glenmede Trust
Pennsylvania
$11.6M -$298K -4,760 -2%
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
$11.6M +$5.83M +93,109 +100%
DADC
150
D.A. Davidson & Co
Montana
$11.2M +$620K +9,903 +6%
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