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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
IWM
426
Iams Wealth Management
Nebraska
$1.77M -$114K -1,588 -6%
PGA
427
Portland Global Advisors
Maine
$1.75M -$353K -4,943 -17%
PFMU
428
Privium Fund Management (UK)
United Kingdom
$1.74M +$1.71M +23,856 New
Luther King Capital Management (LKCM)
429
Luther King Capital Management (LKCM)
Texas
$1.72M +$29.7K +415 +2%
JIC
430
Johnson Investment Counsel
Ohio
$1.71M -$35.7K -500 -2%
KLWA
431
Kelly Lawrence W & Associates
California
$1.71M +$114K +1,600 +7%
AW
432
Apricus Wealth
South Carolina
$1.7M +$45K +630 +3%
HAG
433
HF Advisory Group
Maryland
$1.7M -$43K -601 -2%
CCA
434
Checchi Capital Advisers
California
$1.69M +$7.65K +107 +0.5%
CCM
435
Chilton Capital Management
Texas
$1.69M -$56K -784 -3%
MFIM
436
Mesirow Financial Investment Management
Illinois
$1.68M -$33.6K -470 -2%
BRWA
437
B. Riley Wealth Advisors
Florida
$1.68M -$549K -7,675 -25%
AA
438
Altman Advisors
Illinois
$1.67M -$17.3K -242 -1%
CIG
439
Cullen Investment Group
Louisiana
$1.66M -$83.5K -1,168 -5%
LBC
440
Lowe Brockenbrough & Co
Virginia
$1.64M
LFAS
441
Level Four Advisory Services
Texas
$1.64M +$154K +2,161 +10%
CA
442
Clearstead Advisors
Ohio
$1.64M +$365K +5,103 +29%
FCI
443
Financial Counselors Inc
Kansas
$1.64M -$130K -1,818 -7%
VT
444
Vise Technologies
New York
$1.64M +$235K +3,287 +17%
EM
445
Excalibur Management
Massachusetts
$1.63M +$56.2K +786 +4%
CIM
446
Confluence Investment Management
Missouri
$1.63M +$558K +7,800 +53%
IAS
447
Insigneo Advisory Services
Florida
$1.63M -$1.05M -14,706 -39%
WB
448
WesBanco Bank
West Virginia
$1.63M -$9.29K -130 -0.6%
IIM
449
Ipswich Investment Management
Massachusetts
$1.62M
YIH
450
Y-Intercept (HK)
Hong Kong
$1.61M -$3.11M -43,532 -66%

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.