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
Tudor Investment Corp
401
Tudor Investment Corp
Connecticut
$1.66M +$1.73M +26,445 New
IAS
402
Insigneo Advisory Services
Florida
$1.65M -$271K -4,129 -14%
HAG
403
HighPoint Advisor Group
Illinois
$1.65M +$20.2K +308 +1%
AW
404
Apricus Wealth
South Carolina
$1.65M +$74.1K +1,130 +4%
MAM
405
Madison Asset Management
Wisconsin
$1.65M -$318K -4,860 -16%
MIA
406
Madison Investment Advisors
Wisconsin
$1.65M +$1.72M +26,300 New
UCFA
407
United Capital Financial Advisors
Texas
$1.63M -$183K -2,798 -10%
JIC
408
Johnson Investment Counsel
Ohio
$1.62M -$20.4K -311 -1%
Acadian Asset Management
409
Acadian Asset Management
Massachusetts
$1.62M +$1.48M +22,524 +687%
PCG
410
Prosperity Consulting Group
Maryland
$1.6M -$77.5K -1,182 -4%
TPCW
411
TD Private Client Wealth
New York
$1.6M +$33.9K +518 +2%
CI
412
Cherokee Insurance
Michigan
$1.59M +$1.67M +25,439 New
VT
413
Vise Technologies
New York
$1.59M +$62K +946 +4%
LI
414
LMCG Investments
Massachusetts
$1.58M -$8.46M -129,066 -84%
MFG
415
MidWestOne Financial Group
Iowa
$1.58M +$926K +14,123 +127%
KLWA
416
Kelly Lawrence W & Associates
California
$1.58M – – –
WTC
417
WhitTier Trust Company
Nevada
$1.57M +$175K +2,671 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
418
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.57M +$1.36M +20,791 +482%
PI
419
PFG Investments
New York
$1.56M -$6.09K -93 -0.4%
AFG
420
Atomi Financial Group
New York
$1.56M -$110K -1,671 -6%
PF
421
Phoenix Financial
Israel
$1.56M -$176K -2,690 -10%
FCI
422
Financial Counselors Inc
Kansas
$1.54M +$102K +1,563 +7%
IMC Chicago
423
IMC Chicago
Illinois
$1.53M -$2.16M -32,922 -57%
HR
424
Howe & Rusling
New York
$1.53M – – –
WSCM
425
Wellington Shields Capital Management
New York
$1.53M -$77K -1,175 -5%
15 16
17
18 19

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.