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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
Susquehanna International Group
476
Susquehanna International Group
Pennsylvania
$1.23M +$423K +6,448 +49%
IIC
477
Integrated Investment Consultants
Michigan
$1.23M +$1.29M +19,628 New
HFS
478
Hantz Financial Services
Michigan
$1.23M -$50.2K -766 -4%
PGA
479
Portland Global Advisors
Maine
$1.22M -$179K -2,730 -12%
BTI
480
Blue Trust Inc
Georgia
$1.22M -$758K -11,567 -37%
IDBONY
481
Israel Discount Bank of New York
New York
$1.22M – – –
WA
482
Waverly Advisors
Alabama
$1.22M +$643K +9,818 +102%
PP
483
Pingora Partners
Wyoming
$1.21M – – –
OWP
484
Obermeyer Wealth Partners
Colorado
$1.21M +$1.38K +21 +0.1%
QT
485
Quantbot Technologies
New York
$1.21M +$900K +13,739 +249%
SC
486
Solstein Capital
California
$1.2M -$94.3K -1,439 -7%
AQR Capital Management
487
AQR Capital Management
Connecticut
$1.2M -$144K -2,201 -10%
ACA
488
American Capital Advisory
Idaho
$1.2M -$30.6K -467 -2%
Allspring Global Investments
489
Allspring Global Investments
North Carolina
$1.2M +$152K +2,327 +14%
HSBC Holdings
490
HSBC Holdings
United Kingdom
$1.19M -$224K -3,415 -15%
WA
491
WealthTrust Axiom
Pennsylvania
$1.19M -$9.5K -145 -0.8%
GT
492
Glenview Trust
Kentucky
$1.18M – – –
GT
493
Greenleaf Trust
Michigan
$1.18M -$666K -10,158 -35%
AWA
494
Aaron Wealth Advisors
Illinois
$1.18M +$164K +2,502 +15%
UIM
495
Unified Investment Management
Georgia
$1.16M +$1.21M +18,451 New
CL
496
COWA LLC
Oklahoma
$1.15M -$89.7K -1,369 -7%
BRWA
497
B. Riley Wealth Advisors
Florida
$1.15M -$72.9K -1,113 -6%
MWM
498
Manske Wealth Management
Texas
$1.15M +$1.2M +18,301 New
LI
499
Louisbourg Investments
New Brunswick, Canada
$1.15M – – –
CAMG
500
CWA Asset Management Group
Florida
$1.14M +$260K +3,970 +28%
18 19
20
21 22

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.