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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
MCM
351
Mill Capital Management
North Carolina
$2.59M -$191K -2,667 -7%
LMIM
352
Lockheed Martin Investment Management
Maryland
$2.58M +$2.55M +35,700 New
ERP
353
Eldred Rock Partners
Texas
$2.57M +$911K +12,752 +56%
PWW
354
Pettyjohn Wood & White
Virginia
$2.57M +$109K +1,525 +4%
PAG
355
Private Advisor Group
New Jersey
$2.55M -$41.8K -585 -2%
UOTTAIMCU
356
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.55M -$947K -13,244 -27%
RhumbLine Advisers
357
RhumbLine Advisers
Massachusetts
$2.53M +$225K +3,143 +10%
SC
358
Sierra Capital
Florida
$2.53M
BG
359
Bahl & Gaynor
Ohio
$2.52M
OWA
360
Octavia Wealth Advisors
Ohio
$2.5M +$164K +2,295 +7%
EARNEST Partners
361
EARNEST Partners
Georgia
$2.42M -$176K -2,463 -7%
BP
362
BBR Partners
New York
$2.41M -$154K -2,150 -6%
IC
363
IEQ Capital
California
$2.41M +$942K +13,185 +65%
MAM
364
Madison Asset Management
Wisconsin
$2.41M -$173K -2,424 -7%
CS
365
Cannell & Spears
New York
$2.36M
BW
366
Bison Wealth
Georgia
$2.35M
MYIA
367
Mount Yale Investment Advisors
Colorado
$2.35M +$1.41M +19,721 +154%
AWAG
368
ARS Wealth Advisors Group
Florida
$2.33M -$244K -3,410 -10%
SWM
369
SeaCrest Wealth Management
New York
$2.33M +$21.7K +304 +1%
GA
370
GFS Advisors
Texas
$2.33M -$2.28M -31,880 -98%
AS
371
Altshuler Shaham
Israel
$2.31M -$678K -9,480 -23%
ASN
372
Advisory Services Network
Georgia
$2.29M -$50K -699 -2%
FFM
373
Forum Financial Management
Illinois
$2.28M -$62.5K -875 -3%
PWM
374
Perigon Wealth Management
California
$2.27M +$79.6K +1,114 +4%
NW
375
NewEdge Wealth
Pennsylvania
$2.26M -$22.4K -314 -1%

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.