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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
VFA
401
Valeo Financial Advisors
Indiana
$1.99M -$128K -1,797 -6%
ST
402
Sentinel Trust
Texas
$1.99M
AWE
403
Avidian Wealth Enterprises
Texas
$1.98M +$110K +1,535 +6%
WPC
404
Waters Parkerson & Co
Louisiana
$1.98M -$53.5K -749 -3%
EGM
405
Engineers Gate Manager
New York
$1.97M +$431K +6,024 +28%
HTC
406
Haverford Trust Company
Pennsylvania
$1.97M -$186K -2,600 -9%
LIM
407
Leavell Investment Management
Alabama
$1.97M -$2.14K -30 -0.1%
RCG
408
Regatta Capital Group
California
$1.97M +$75.6K +1,058 +4%
CCM
409
CAAS Capital Management
New York
$1.95M +$1M +14,000 +108%
S
410
SimplyRich
California
$1.94M +$11.3K +158 +0.6%
PI
411
PFG Investments
New York
$1.93M +$123K +1,721 +7%
GCC
412
Game Creek Capital
Massachusetts
$1.91M -$80.4K -1,125 -4%
SWP
413
Strategic Wealth Partners
Ohio
$1.9M +$1.88M +26,293 New
Prudential Financial
414
Prudential Financial
New Jersey
$1.89M +$376K +5,264 +25%
CIA
415
Concurrent Investment Advisors
Florida
$1.89M +$388K +5,432 +26%
MCM
416
MAI Capital Management
Ohio
$1.87M +$289K +4,045 +18%
FTUS
417
Flow Traders U.S.
New York
$1.86M +$1.85M +25,826 New
CCM
418
Cohen Capital Management
California
$1.86M
TNBTD
419
Trustmark National Bank Trust Department
Mississippi
$1.85M -$97.6K -1,366 -5%
CTC
420
Central Trust Company
Missouri
$1.83M -$34.3K -480 -2%
AF
421
Allworth Financial
California
$1.83M +$1.08M +15,086 +147%
GLR
422
Great Lakes Retirement
Ohio
$1.83M +$304K +4,254 +20%
HAG
423
HighPoint Advisor Group
Illinois
$1.81M +$113K +1,577 +7%
QOP
424
Quinn Opportunity Partners
Virginia
$1.8M -$718K -10,046 -29%
HCMT
425
Highland Capital Management (Tennessee)
Tennessee
$1.78M -$149K -2,090 -8%

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.