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1,383 hedge funds and large institutions have $25.6B invested in Shell in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 505 increasing their positions, 455 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $950M | Put options by funds: $448M

97% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 63

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

14% more capital invested

Capital invested by funds: $22.6B → $25.6B (+$3.07B)

11% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 455

3% more funds holding

Funds holding: 1,3431,383 (+40)

0.39% more ownership

Funds ownership: 5.24%5.62% (+0.39%)

Holders
1,383
Holders Change
+40
Holders Change %
+2.98%
% of All Funds
19.97%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.48%
New
124
Increased
505
Reduced
455
Closed
63
Calls
$950M
Puts
$448M
Net Calls
+$502M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
226
B. Metzler seel. Sohn & Co
Germany
$6.13M -$84.8K -1,186 -1%
IP
227
Interval Partners
New York
$6.13M +$6.07M +84,931 New
Wolverine Trading
228
Wolverine Trading
Illinois
$6.12M +$5.72M +80,068 +1,701%
BBHC
229
Brown Brothers Harriman & Co
New York
$6.08M +$426K +5,962 +8%
NW
230
Naviter Wealth
Arkansas
$5.92M +$123K +1,714 +2%
NA
231
NewEdge Advisors
Louisiana
$5.92M +$3.33M +46,557 +131%
BWM
232
Bulltick Wealth Management
Florida
$5.89M -$1.74M -24,295 -23%
HAI
233
Hennessy Advisors Inc
California
$5.84M -$122K -1,700 -2%
TI
234
tru Independence
Oregon
$5.77M -$81.6K -1,142 -1%
CL
235
Choreo LLC
Illinois
$5.56M +$4.77M +66,762 +699%
Lazard Asset Management
236
Lazard Asset Management
New York
$5.51M +$2.24M +31,403 +70%
GFS
237
GYL Financial Synergies
Connecticut
$5.43M +$368K +5,147 +7%
RWM
238
Ritholtz Wealth Management
New York
$5.39M +$331K +4,633 +7%
TI
239
Trexquant Investment
Connecticut
$5.38M +$5.33M +74,527 New
AI
240
Atria Investments
North Carolina
$5.3M +$195K +2,722 +4%
JSC
241
Jackson Square Capital
California
$5.18M +$1.06M +14,766 +26%
BFS
242
Bard Financial Services
Connecticut
$5.1M +$8.93K +125 +0.2%
QCM
243
Quantinno Capital Management
New York
$5.09M +$1.67M +23,393 +50%
KB
244
Kimelman & Baird
New York
$5.07M +$5.02M +70,176 New
AssetMark Inc
245
AssetMark Inc
California
$5.05M +$531K +7,426 +12%
RA
246
Royce & Associates
New York
$5.05M
ACM
247
Aquatic Capital Management
Illinois
$5.05M -$5.88M -82,200 -54%
HAM
248
Hedges Asset Management
Nevada
$5.04M -$71.5K -1,000 -1%
Royal London Asset Management
249
Royal London Asset Management
United Kingdom
$5.03M +$200K +2,797 +4%
FM
250
Family Management
New York
$5.03M +$4.7M +65,818 +1,726%

SHEL Hedge Fund Activity: Q2 2024 in Review

1,383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q2 2024, worth a combined $25.6B — up 14% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new SHEL positions and 63 closed out — a net gain of 61 holders — while 505 added to existing stakes and 455 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.02B. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $108M sold.

  • 1,383 institutional investors held Shell (SHEL) as of Q2 2024, up from 1,343 in Q1 2024.
  • Funds reported $25.6B of Shell stock for Q2 2024, up 14% quarter-over-quarter.
  • 124 funds opened new Shell positions in Q2 2024 and 63 closed out, a net change of +61 holders.
  • The largest Shell buyer in Q2 2024 was Fidelity Investments, an estimated $1.02B added.
  • The largest Shell seller in Q2 2024 was Arrowstreet Capital, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2024.