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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
NSLI
251
Nan Shan Life Insurance
Taiwan
$4.97M -$34.8M -487,422 -88%
HCP
252
Hiddenite Capital Partners
New York
$4.94M
ACIM
253
Azimuth Capital Investment Management
Michigan
$4.9M -$194K -2,715 -4%
William Blair & Company
254
William Blair & Company
Illinois
$4.88M +$28.2K +395 +0.6%
FTDI
255
First Trust Direct Indexing
Massachusetts
$4.85M +$89.8K +1,256 +2%
AG
256
Advocate Group
Minnesota
$4.8M +$69.4K +971 +1%
BCM
257
Brookmont Capital Management
Texas
$4.8M -$210K -2,945 -4%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$4.8M -$97.2K -1,360 -2%
GAM
259
Griffin Asset Management
New York
$4.75M -$149K -2,087 -3%
ERSOT
260
Employees Retirement System of Texas
Texas
$4.66M
BBNA
261
Bremer Bank National Association
Minnesota
$4.61M -$135K -1,884 -3%
YIA
262
YHB Investment Advisors
Connecticut
$4.55M +$20.9K +292 +0.5%
First Trust Advisors
263
First Trust Advisors
Illinois
$4.53M -$435K -6,090 -9%
PVM
264
Palogic Value Management
Texas
$4.52M -$245K -3,432 -5%
SIA
265
Soltis Investment Advisors
Utah
$4.52M +$4.47M +62,561 New
HNB
266
Huntington National Bank
Ohio
$4.51M -$21.1K -295 -0.5%
TI
267
Tidal Investments
Wisconsin
$4.51M -$552K -7,716 -11%
BCM
268
Beddow Capital Management
Wyoming
$4.41M +$11.8K +165 +0.3%
CL
269
CSS LLC
Illinois
$4.4M -$956K -13,377 -18%
RJT
270
Raymond James Trust
Florida
$4.4M -$83K -1,161 -2%
CM
271
Caption Management
Oklahoma
$4.36M +$2.67M +37,400 +163%
OC
272
Oppenheimer & Co
New York
$4.33M +$719K +10,066 +20%
VFM
273
Viking Fund Management
North Dakota
$4.33M -$715K -10,000 -14%
FSA
274
Fort Sheridan Advisors
Illinois
$4.3M +$445K +6,230 +12%
FT
275
Fiduciary Trust
Massachusetts
$4.28M -$105K -1,464 -2%

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.