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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 %
First Trust Advisors
176
First Trust Advisors
Illinois
$8.53M +$4.38M +69,929 +106%
BFA
177
Bragg Financial Advisors
North Carolina
$8.33M +$36.8K +587 +0.4%
SIA
178
Sit Investment Associates
Minnesota
$8.32M -$714K -11,392 -8%
AHC
179
Adell Harriman & Carpenter
Texas
$8.19M +$349K +5,564 +4%
RG
180
Rathbones Group
United Kingdom
$8.13M +$5.67M +91,411 +232%
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$8.06M -$949K -15,145 -11%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$8.04M -$799K -12,751 -9%
JCM
183
Janney Capital Management
Pennsylvania
$7.88M -$127K -2,020 -2%
Baird Financial Group
184
Baird Financial Group
Wisconsin
$7.72M +$243K +3,884 +3%
LMIM
185
Lockheed Martin Investment Management
Maryland
$7.65M +$5.56M +88,700 +266%
SSB
186
Sandy Spring Bank
Maryland
$7.35M +$44.8K +715 +0.6%
SMI
187
Shelter Mutual Insurance
Missouri
$7.13M – – –
CCM
188
Cutler Capital Management
Massachusetts
$6.94M +$56K +894 +0.8%
FGI
189
Foresight Global Investors
New York
$6.9M +$125K +2,000 +2%
RCM
190
Regency Capital Management
Hawaii
$6.63M -$165K -2,631 -2%
EIA
191
Eastover Investment Advisors
North Carolina
$6.58M -$112K -1,786 -2%
AAM
192
Augustine Asset Management
Florida
$6.52M -$129K -2,053 -2%
VPIM
193
Vanguard Personalized Indexing Management
California
$6.45M -$415K -6,627 -6%
TIM
194
Thornburg Investment Management
New Mexico
$6.4M -$107K -1,711 -2%
PA
195
Pinnacle Associates
New York
$6.4M -$1.91M -30,418 -23%
NRS
196
Neville Rodie & Shaw
New York
$6.32M -$472K -7,530 -7%
EGA
197
Eagle Global Advisors
Texas
$6.29M -$29.8K -475 -0.5%
IFO
198
Intrepid Family Office
Florida
$6.27M +$6.27M +100,000 New
LIP
199
Lighthouse Investment Partners
Florida
$6.27M +$6.27M +100,000 New
SF
200
Synovus Financial
Georgia
$6.13M -$494K -7,888 -7%
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