We are live on ! Find out more
SHEL icon

Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
351
Scotia Capital
Ontario, Canada
$2.15M -$402K -6,141 -15%
HWM
352
HB Wealth Management
Georgia
$2.14M -$131K -1,994 -6%
MCM
353
Mill Capital Management
North Carolina
$2.13M -$115K -1,757 -5%
BPA
354
Beacon Pointe Advisors
California
$2.12M -$180K -2,752 -8%
ASN
355
Advisory Services Network
Georgia
$2.12M +$133K +2,033 +6%
EARNEST Partners
356
EARNEST Partners
Georgia
$2.09M -$25.2K -384 -1%
PAG
357
Private Advisor Group
New Jersey
$2.08M +$19.7K +301 +0.9%
CS
358
Cannell & Spears
New York
$2.07M – – –
BP
359
BBR Partners
New York
$2.06M -$37.2K -567 -2%
WA
360
Wambolt & Associates
Colorado
$2.05M -$615K -9,384 -22%
PWM
361
Perigon Wealth Management
California
$2.05M +$12.8K +196 +0.6%
CCP
362
Crocodile Capital Partners
Germany
$2.04M – – –
DS
363
DRW Securities
Illinois
$2.03M -$226K -3,450 -10%
RBWA
364
RFG - Bristol Wealth Advisors
Massachusetts
$2.01M +$2.1M +32,067 New
FTUS
365
Flow Traders U.S.
New York
$2M +$2.09M +31,966 New
GA
366
GFS Advisors
Texas
$2M -$13.7K -209 -0.7%
GIO
367
Galilei Investment Office
United Kingdom
$1.99M +$4.19M +63,920 New
OWA
368
Octavia Wealth Advisors
Ohio
$1.97M +$524 +8 +0%
HIM
369
Harbour Investment Management
Washington
$1.96M +$38.2K +583 +2%
SB
370
Simmons Bank
Arkansas
$1.96M +$6.88K +105 +0.3%
CG
371
Caprock Group
Idaho
$1.93M +$51.8K +791 +3%
SC
372
Sierra Capital
Florida
$1.92M -$142K -2,173 -7%
AWAG
373
ARS Wealth Advisors Group
Florida
$1.92M -$112K -1,716 -5%
AF
374
Allworth Financial
California
$1.91M +$218K +3,330 +13%
IWM
375
Iams Wealth Management
Nebraska
$1.91M +$351K +5,362 +21%
13 14
15
16 17

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.