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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.

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
1
Fidelity Investments
Massachusetts
$5.41B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$454M
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$217M
4
UBS Group
4
UBS Group
Switzerland
$213M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$534M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$11.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$23.5M
3
WGI
3
Westwood Global Investments
Massachusetts
$0
4
OAG
4
Orbis Allan Gray
Bermuda
$417M
5
Holocene Advisors
5
Holocene Advisors
New York
$96.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$5.41B 86,417,177 +21,118,234 +32%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.56B 24,938,735 +408,088 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.43B 22,821,680 -100,274 -0.4%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$980M 15,649 -25 -0.2%
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$924M 14,744,691 -380,190 -3%
Morgan Stanley
6
Morgan Stanley
New York
$638M 10,188,590 -1,246,475 -11%
Bank of America
7
Bank of America
North Carolina
$558M 8,904,444 -98,289 -1%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$534M 8,524,772 +1,614,578 +23%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$500M 7,982,817 +238,705 +3%
BlackRock
10
BlackRock
New York
$470M 7,508,423 +295,995 +4%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$454M 7,254,467 +2,247,462 +45%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$432M 6,900,669 -183,954 -3%
OAG
13
Orbis Allan Gray
Bermuda
$417M 6,662,537 -3,160,428 -32%
Franklin Resources
14
Franklin Resources
California
$377M 6,023,173 +50,228 +0.8%
SI
15
Standard Investments
New York
$343M 5,480,000 – –
Millennium Management
16
Millennium Management
New York
$337M 5,385,953 +444,228 +9%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$322M 5,145,650 -137,218 -3%
Goldman Sachs
18
Goldman Sachs
New York
$292M 4,653,411 +203,594 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$248M 3,959,037 +35,735 +0.9%
Pzena Investment Management
20
Pzena Investment Management
New York
$224M 3,577,175 -122,342 -3%
Voloridge Investment Management
21
Voloridge Investment Management
Florida
$217M 3,463,372 +2,182,253 +170%
UBS Group
22
UBS Group
Switzerland
$213M 3,393,394 +2,030,981 +149%
HL
23
Harding Loevner
New Jersey
$206M 3,288,445 -146,323 -4%
Northern Trust
24
Northern Trust
Illinois
$194M 3,101,330 +519,105 +20%
Jennison Associates
25
Jennison Associates
New York
$191M 3,045,043 +30,844 +1%
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