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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.

Holders
1,369
Holders Change
+38
Holders Change %
+2.85%
% of All Funds
19.92%
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
1
Fidelity Investments
Massachusetts
$4.48B
2
GQG Partners
2
GQG Partners
Florida
$225M
3
HL
3
Harding Loevner
New Jersey
$230M
4
ECP
4
Empyrean Capital Partners
California
$152M
5
Morgan Stanley
5
Morgan Stanley
New York
$804M

Top Sellers

1
GA
1
GFS Advisors
Texas
$2.33M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$55.4M
4
Millennium Management
4
Millennium Management
New York
$294M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPAM
151
Euro Pacific Asset Management
Puerto Rico
$13.2M -$307K -4,237 -2%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$13.2M +$3.78M +52,390 +40%
FNBT
153
FineMark National Bank & Trust
Florida
$13M -$90.5K -1,254 -0.7%
CK
154
Cohen Klingenstein
New York
$12.6M -$274K -3,800 -2%
DADC
155
D.A. Davidson & Co
Montana
$12.6M -$646K -8,952 -5%
CCB
156
Country Club Bank
Missouri
$12.6M -$198K -2,772 -2%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$12.4M -$310K -4,301 -2%
AIA
158
Allied Investment Advisors
Montana
$12.4M -$23.7K -328 -0.2%
CGH
159
Crossmark Global Holdings
Texas
$12.2M -$112K -1,549 -0.9%
Charles Schwab
160
Charles Schwab
California
$12M +$2.54M +35,200 +27%
SI
161
Stephens Inc
Arkansas
$11.8M -$234K -3,239 -2%
SCP
162
Stamos Capital Partners
California
$11.6M -$666K -9,220 -5%
LI
163
LMCG Investments
Massachusetts
$11.3M +$317K +4,394 +3%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$11.3M -$81.2K -1,117 -0.7%
EIA
165
Edgemoor Investment Advisors
Maryland
$11.2M +$823K +11,407 +8%
Marshall Wace
166
Marshall Wace
United Kingdom
$11M +$6.55M +90,746 +148%
SA
167
Sanctuary Advisors
Indiana
$10.5M +$10.5M +143,369 New
AAS
168
Avantax Advisory Services
Texas
$10.5M +$2.68M +37,148 +34%
SIA
169
Sit Investment Associates
Minnesota
$10.5M -$72.9K -1,010 -0.7%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$10.4M -$34.1K -473 -0.3%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$10.3M -$1.05M -14,491 -9%
PFP
172
Pinnacle Financial Partners
Tennessee
$10.3M +$361K +5,008 +4%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$10.3M +$800K +11,086 +8%
WC
174
Woodstock Corp
Massachusetts
$10.1M +$279K +3,868 +3%
CCM
175
Callodine Capital Management
Massachusetts
$9.94M -$4.49M -62,243 -31%
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