We are live on ! Find out more

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
EWA
276
Exencial Wealth Advisors
Oklahoma
$4.26M -$263K -3,682 -6%
BCI
277
Brinker Capital Investments
Pennsylvania
$4.25M +$1.57K +22 +0%
OPS
278
Orion Portfolio Solutions
Nebraska
$4.25M +$1.57K +22 +0%
BAAM
279
Baker Avenue Asset Management
California
$4.22M +$206K +2,879 +5%
KAS
280
Kestra Advisory Services
Texas
$4.21M +$223K +3,126 +5%
Dodge & Cox
281
Dodge & Cox
California
$4.17M -$35.7K -500 -0.9%
YC
282
Yarbrough Capital
Tennessee
$4.16M
DAM
283
Deltec Asset Management
New York
$4.13M
Deutsche Bank
284
Deutsche Bank
Germany
$4.09M -$55.7K -779 -1%
CWM
285
Concentric Wealth Management
California
$4.05M +$104K +1,450 +3%
S
286
SignatureFD
Georgia
$4.01M +$155K +2,173 +4%
PAS
287
Park Avenue Securities
New York
$4M +$463K +6,478 +13%
CCMINC
288
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.97M -$209K -2,918 -5%
RPSA
289
Richard P. Slaughter Associates
Texas
$3.93M +$44.5K +622 +1%
Renaissance Technologies
290
Renaissance Technologies
New York
$3.91M -$2.22M -31,086 -36%
BCCM
291
Bridge Creek Capital Management
Massachusetts
$3.89M -$99.3K -1,390 -3%
WAM
292
Weatherly Asset Management
California
$3.86M -$58.5K -819 -2%
GHAM
293
Gilman Hill Asset Management
Connecticut
$3.85M +$633K +8,850 +20%
PF
294
Phoenix Financial
Israel
$3.8M +$202K +2,820 +6%
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$3.8M +$312K +4,361 +9%
BF
296
BOK Financial
Oklahoma
$3.8M +$305K +4,268 +9%
AF
297
Aviso Financial
Ontario, Canada
$3.79M +$3.75M +52,455 New
GVAG
298
Great Valley Advisor Group
Delaware
$3.78M +$240K +3,363 +7%
YCM
299
Yousif Capital Management
Michigan
$3.72M -$333K -4,660 -8%
Brown Advisory
300
Brown Advisory
Maryland
$3.63M +$837K +11,709 +30%

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.