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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
HNB
501
Hilltop National Bank
Wyoming
$1.32M +$71K +994 +6%
LI
502
Louisbourg Investments
New Brunswick, Canada
$1.32M
PS
503
Principal Securities
Iowa
$1.32M +$61.5K +860 +5%
BTI
504
Blue Trust Inc
Georgia
$1.31M +$723K +10,121 +107%
DAS
505
Dynamic Advisor Solutions
Arizona
$1.31M +$342K +4,788 +36%
SGI
506
Summit Global Investments
Utah
$1.3M +$1.02M +14,263 +384%
MCM
507
McKinley Capital Management
Alaska
$1.29M -$56.8K -794 -4%
SCM
508
SOL Capital Management
Maryland
$1.27M -$17.9K -250 -1%
EA
509
Ellsworth Advisors
Ohio
$1.27M +$149K +2,085 +13%
CS
510
Crescent Sterling
Louisiana
$1.26M
CT
511
Caldwell Trust
Florida
$1.26M +$190K +2,659 +18%
TCM
512
Traynor Capital Management
Pennsylvania
$1.26M +$151K +2,110 +14%
HAIM
513
Hunter Associates Investment Management
Pennsylvania
$1.24M -$7.15K -100 -0.6%
IAA
514
Independent Advisor Alliance
North Carolina
$1.24M +$10.9K +152 +0.9%
RB
515
Rodgers Brothers
Pennsylvania
$1.24M -$2.09M -29,250 -63%
Manulife (Manufacturers Life Insurance)
516
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.24M +$24.1K +337 +2%
HR
517
Howe & Rusling
New York
$1.24M -$505K -7,063 -29%
GC
518
Guggenheim Capital
Illinois
$1.23M +$286K +4,002 +31%
CCB
519
Cutter & Co Brokerage
Missouri
$1.23M -$7.58K -106 -0.6%
NLP
520
Next Level Private
New York
$1.22M +$8.65K +121 +0.7%
OWP
521
Obermeyer Wealth Partners
Colorado
$1.21M -$71.5K -1,000 -6%
NHC
522
Nicholas Hoffman & Company
Georgia
$1.21M +$17.2K +241 +1%
IAN
523
Integrated Advisors Network
Texas
$1.21M +$19.9K +279 +2%
BWL
524
Bogart Wealth LLC
Virginia
$1.2M +$4.72K +66 +0.4%
PCIA
525
Prime Capital Investment Advisors
Kansas
$1.2M -$69.5K -972 -6%

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.