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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
SCA
326
Snowden Capital Advisors
New York
$3.02M +$77K +1,078 +3%
IWC
327
Integrated Wealth Concepts
Massachusetts
$3M +$111K +1,552 +4%
ITC
328
Inspire Trust Company
Nevada
$2.98M +$672K +9,395 +29%
CT
329
Chicago Trust
Illinois
$2.98M +$140K +1,963 +5%
P
330
Pitcairn
Pennsylvania
$2.94M +$226K +3,166 +8%
CB
331
Commerce Bank
Missouri
$2.91M -$278K -3,890 -9%
HWM
332
HB Wealth Management
Georgia
$2.88M +$722K +10,105 +34%
VA
333
Vident Advisory
Georgia
$2.88M +$1.49M +20,881 +110%
AMG
334
Advisors Management Group
Wisconsin
$2.85M +$26.1K +365 +0.9%
CFB
335
Cullen/Frost Bankers
Texas
$2.84M +$25.2K +352 +0.9%
DS
336
DRW Securities
Illinois
$2.82M +$2.79M +39,000 New
WA
337
Wambolt & Associates
Colorado
$2.81M +$360K +5,035 +15%
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$2.8M -$81.4K -1,139 -3%
HCA
339
Horan Capital Advisors
Ohio
$2.79M -$35K -489 -1%
AWS
340
Atria Wealth Solutions
New York
$2.79M -$1.14M -15,905 -29%
SPIA
341
Steward Partners Investment Advisory
New York
$2.78M +$12.6K +176 +0.5%
DMC
342
Drexel Morgan & Co
Pennsylvania
$2.78M
Acadian Asset Management
343
Acadian Asset Management
Massachusetts
$2.76M +$2.73M +38,244 New
BPA
344
Beacon Pointe Advisors
California
$2.71M -$27.7K -387 -1%
QCG
345
Quadrant Capital Group
Ohio
$2.67M +$145K +2,035 +6%
CA
346
Continental Advisors
Utah
$2.64M -$286K -4,000 -10%
SIA
347
Schechter Investment Advisors
Michigan
$2.63M -$102K -1,424 -4%
NCM
348
Nelson Capital Management
California
$2.62M -$2.97M -41,610 -53%
FHB
349
First Hawaiian Bank
Hawaii
$2.61M -$23.2K -324 -0.9%
SFA
350
Sequoia Financial Advisors
Ohio
$2.59M +$77.4K +1,083 +3%

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.