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
SB
376
Simmons Bank
Arkansas
$2.25M -$18.4K -257 -0.8%
CAS
377
Coppell Advisory Solutions
Texas
$2.25M +$2.22M +31,109 New
State Street
378
State Street
Massachusetts
$2.23M +$46.2K +647 +2%
TPCW
379
TD Private Client Wealth
New York
$2.22M +$93.8K +1,312 +4%
HIM
380
Harbour Investment Management
Washington
$2.2M +$53.6K +750 +3%
SSA
381
Schonfeld Strategic Advisors
New York
$2.18M -$16.3M -228,171 -88%
RIA
382
Recurrent Investment Advisors
Texas
$2.17M +$5.45M +76,195 +99%
BC
383
Burney Company
Virginia
$2.17M -$151K -2,113 -7%
MA
384
Montag & Associates
Georgia
$2.16M -$109K -1,520 -5%
PWG
385
Portside Wealth Group
Utah
$2.13M -$84.6K -1,183 -4%
FM
386
Foster & Motley
Ohio
$2.11M -$243K -3,403 -10%
BMA
387
Brooks Moore & Associates
Tennessee
$2.1M
CG
388
Caprock Group
Idaho
$2.1M +$1.26M +17,650 +155%
PCG
389
Prosperity Consulting Group
Maryland
$2.1M -$370K -5,175 -15%
PNC
390
Park National Corp
Ohio
$2.09M -$4.65K -65 -0.2%
Jones Financial Companies
391
Jones Financial Companies
Missouri
$2.09M +$1.56M +21,797 +307%
SI
392
SCP Investment
California
$2.08M +$322K +4,500 +19%
AFG
393
Atomi Financial Group
New York
$2.07M +$490K +6,861 +31%
SC
394
Stolper & Co
Oklahoma
$2.07M -$2K -28 -0.1%
UCFA
395
United Capital Financial Advisors
Texas
$2.03M -$822K -11,501 -29%
GS
396
GTS Securities
New York
$2.01M -$1.76M -24,586 -47%
WSCM
397
Wellington Shields Capital Management
New York
$2.01M
GAM
398
Gotham Asset Management
New York
$2M
RWA
399
Roberts Wealth Advisors
California
$2M +$8.86K +124 +0.5%
TCM
400
Tandem Capital Management
New Jersey
$2M -$25K -350 -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.