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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
WGI
26
Westwood Global Investments
Massachusetts
$184M +$7.17M +100,379 +4%
Wells Fargo
27
Wells Fargo
California
$184M -$743K -10,392 -0.4%
Amundi
28
Amundi
France
$175M +$3.54M +49,463 +2%
N
29
Nuveen
North Carolina
$174M -$12.8M -178,690 -7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$162M +$9.73M +136,139 +6%
PFCS
31
Pale Fire Capital SE
Czech Republic
$160M -$30.7M -429,089 -16%
ECP
32
Empyrean Capital Partners
California
$152M +$150M +2,100,000 New
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$134M -$67.6M -946,173 -34%
State Farm Mutual Automobile Insurance
34
State Farm Mutual Automobile Insurance
Illinois
$134M
Stifel Financial
35
Stifel Financial
Missouri
$133M +$2.1M +29,344 +2%
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$133M +$414K +5,799 +0.3%
Invesco
37
Invesco
Georgia
$131M -$15.2M -212,346 -10%
MIP
38
Mondrian Investment Partners
United Kingdom
$125M -$34.3M -480,015 -22%
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$124M +$71.9M +1,005,658 +142%
RJA
40
Raymond James & Associates
Florida
$123M +$48.1M +673,624 +66%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$108M +$5.77M +80,670 +6%
JP Morgan Chase
42
JP Morgan Chase
New York
$107M +$6.03M +84,325 +6%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$104M -$8.96M -125,416 -8%
BIP
44
Brandes Investment Partners
California
$104M +$687K +9,609 +0.7%
UBS Group
45
UBS Group
Switzerland
$101M +$8.39M +117,334 +9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$101M +$5.25M +73,399 +6%
VanEck Associates
47
VanEck Associates
New York
$100M +$28.7M +400,950 +41%
SAM
48
Silvercrest Asset Management
New York
$99.5M -$3.93M -55,021 -4%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$93.5M +$32.3M +452,061 +54%
SGM
50
Skye Global Management
Florida
$87.9M +$32.4M +453,652 +59%

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.