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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
GAG
451
GM Advisory Group
New York
$1.6M -$23.7K -331 -1%
SWP
452
Stratos Wealth Partners
Ohio
$1.6M +$68.8K +962 +5%
WTC
453
WhitTier Trust Company
Nevada
$1.59M +$66.8K +934 +4%
SCTC
454
Sanibel Captiva Trust Company
Florida
$1.58M +$14.9K +209 +1%
SFS
455
Sowell Financial Services
Arkansas
$1.58M -$50K -700 -3%
GFG
456
Greystone Financial Group
Michigan
$1.57M +$135K +1,890 +10%
AQR Capital Management
457
AQR Capital Management
Connecticut
$1.57M +$464K +6,495 +43%
CCA
458
Childress Capital Advisors
Texas
$1.55M +$1.02M +14,300 +199%
P
459
&Partners
Tennessee
$1.54M +$735K +10,290 +93%
SWM
460
Sendero Wealth Management
Texas
$1.54M
VAS
461
Vestmark Advisory Solutions
Massachusetts
$1.53M +$184K +2,576 +14%
JFL
462
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.53M -$1.08M -15,075 -41%
WT
463
Whittier Trust
California
$1.52M +$129K +1,810 +9%
AGWCA
464
Annis Gardner Whiting Capital Advisors
Florida
$1.52M +$1.5M +20,947 +30,804%
HA
465
Herold Advisors
New York
$1.52M -$6.5K -91 -0.4%
BIA
466
Barry Investment Advisors
Massachusetts
$1.52M -$31.5K -441 -2%
DWP
467
Daymark Wealth Partners
Ohio
$1.52M +$1.28M +17,890 +575%
HFS
468
Hantz Financial Services
Michigan
$1.51M -$103K -1,439 -6%
SRC
469
Shufro Rose & Co
New York
$1.5M +$28.6K +400 +2%
SC
470
Solstein Capital
California
$1.49M +$80.9K +1,132 +6%
Lido Advisors
471
Lido Advisors
California
$1.48M +$183K +2,555 +14%
IC
472
Inscription Capital
Texas
$1.48M -$6.43K -90 -0.4%
EIP
473
Epoch Investment Partners
New York
$1.48M
FGI
474
Foresight Global Investors
New York
$1.47M +$1.46M +20,394 New
HP
475
Hartree Partners
New York
$1.46M

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.