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
CAM
301
Columbia Asset Management
Michigan
$3.63M +$168K +2,345 +5%
AA
302
Altrafin AG
$3.6M +$2.57K +36 +0.1%
CSPAM
303
Cary Street Partners Asset Management
Virginia
$3.57M +$166K +2,321 +5%
LNWWM
304
Laird Norton Wetherby Wealth Management
California
$3.54M -$15.7K -219 -0.4%
RC
305
Reik & Co
New York
$3.54M
PAI
306
Pittenger & Anderson Inc
Nebraska
$3.53M
MPM
307
Meritage Portfolio Management
Kansas
$3.52M +$3.48M +48,742 New
MCM
308
Mitchell Capital Management
Kansas
$3.5M +$1.05M +14,739 +44%
AP
309
Americana Partners
Texas
$3.5M +$14.2K +198 +0.4%
LSV Asset Management
310
LSV Asset Management
Illinois
$3.49M
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$3.48M +$107K +1,501 +3%
CCP
312
Crocodile Capital Partners
Germany
$3.43M -$6.27M -87,760 -65%
MC
313
Moors & Cabot
Massachusetts
$3.39M +$31.9K +447 +1%
AC
314
Asio Capital
Kentucky
$3.35M +$46K +644 +1%
SM
315
Sweeney & Michel
California
$3.33M -$29.4K -411 -0.9%
JAM
316
JCIC Asset Management
Ontario, Canada
$3.27M -$15.2K -212 -0.5%
FRA
317
Frank Rimerman Advisors
California
$3.26M +$3.22M +45,118 New
MHIC
318
Marble Harbor Investment Counsel
Massachusetts
$3.21M -$57.2K -800 -2%
GWM
319
Glass Wealth Management
Texas
$3.1M -$32.2K -450 -1%
AAM
320
Advisors Asset Management
Colorado
$3.1M -$174K -2,439 -5%
RFC
321
Regions Financial Corp
Alabama
$3.08M -$308K -4,314 -9%
HSBC Holdings
322
HSBC Holdings
United Kingdom
$3.05M +$951K +13,299 +46%
RG
323
Rathbones Group
United Kingdom
$3.05M -$98.4K -1,377 -3%
KCM
324
Kanawha Capital Management
Virginia
$3.03M +$111K +1,559 +4%
KPWS
325
Kestra Private Wealth Services
Texas
$3.02M -$131K -1,835 -4%

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.