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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
BDS
476
Banco de Sabadell
Florida
$1.45M +$269K +3,768 +23%
QIM
477
Quest Investment Management
Oregon
$1.44M
BFIM
478
Beese Fulmer Investment Management
Ohio
$1.44M +$25.7K +360 +2%
ONB
479
Old National Bancorp
Indiana
$1.44M -$74.3K -1,039 -5%
RSC
480
Red Spruce Capital
Pennsylvania
$1.43M -$13.6K -190 -1%
ACA
481
American Capital Advisory
Idaho
$1.42M -$386K -5,398 -20%
PA
482
Parallel Advisors
California
$1.42M +$98.5K +1,378 +8%
CL
483
COWA LLC
Oklahoma
$1.42M -$435K -6,093 -24%
PP
484
Pingora Partners
Wyoming
$1.41M
IDBONY
485
Israel Discount Bank of New York
New York
$1.41M -$286 -4 -0%
FCH
486
Freestone Capital Holdings
Washington
$1.4M +$44.2K +619 +3%
WA
487
WealthTrust Axiom
Pennsylvania
$1.4M -$9.72K -136 -0.7%
SA
488
SpiderRock Advisors
Delaware
$1.4M -$587K -8,211 -30%
WFI
489
West Family Investments
California
$1.39M
SYBT
490
Stock Yards Bank & Trust
Kentucky
$1.39M -$7.15K -100 -0.5%
MWM
491
Mission Wealth Management
California
$1.39M +$5.65K +79 +0.4%
AWM
492
Apollon Wealth Management
South Carolina
$1.39M -$30K -420 -2%
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M +$22.2K +310 +2%
IA
494
IFP Advisors
Florida
$1.38M +$134K +1,877 +11%
RFM
495
Royal Fund Management
Florida
$1.38M -$4.93K -69 -0.4%
BCM
496
BTC Capital Management
Iowa
$1.37M -$135K -1,882 -9%
HCM
497
Howland Capital Management
Massachusetts
$1.37M -$10.7K -150 -0.8%
GT
498
Glenview Trust
Kentucky
$1.35M +$67.9K +950 +5%
GT
499
Greenleaf Trust
Michigan
$1.33M
NA
500
Navellier & Associates
Nevada
$1.33M +$206K +2,879 +19%

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.