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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
WS
501
Wedbush Securities
California
$1.14M +$130K +1,986 +12%
SFS
502
Sowell Financial Services
Arkansas
$1.13M -$239K -3,654 -17%
IAA
503
Independent Advisor Alliance
North Carolina
$1.1M +$79.6K +1,215 +7%
JFL
504
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M -$220K -3,350 -16%
HAIM
505
Hunter Associates Investment Management
Pennsylvania
$1.09M +$15.1K +230 +1%
AWM
506
Apollon Wealth Management
South Carolina
$1.09M -$302K -4,613 -21%
LWCFA
507
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.09M -$145K -2,218 -12%
EPIM
508
Evelyn Partners Investment Management
$1.09M +$1.14M +17,395 New
RB
509
Rodgers Brothers
Pennsylvania
$1.09M – – –
BO
510
Bank OZK
Arkansas
$1.08M +$146K +2,222 +15%
BWL
511
Bogart Wealth LLC
Virginia
$1.07M +$21.1K +322 +2%
Royal London Asset Management
512
Royal London Asset Management
United Kingdom
$1.07M – – –
DA
513
Denali Advisors
California
$1.07M +$11.9K +182 +1%
BEAM
514
Baker Ellis Asset Management
Washington
$1.07M +$26.2K +400 +2%
NLP
515
Next Level Private
New York
$1.06M +$1.9K +29 +0.2%
HC
516
Henshaw Capital
Massachusetts
$1.06M – – –
TCM
517
Traynor Capital Management
Pennsylvania
$1.06M -$24K -366 -2%
MG
518
Mather Group
Illinois
$1.05M +$99.1K +1,512 +10%
TYCC
519
Texas Yale Capital Corp
Florida
$1.04M -$39.3K -600 -3%
LCAM
520
London & Capital Asset Management
United Kingdom
$1.04M +$1.09M +16,558 New
BDS
521
Banco de Sabadell
Florida
$1.04M -$45.8K -699 -4%
PCIA
522
Prime Capital Investment Advisors
Kansas
$1.04M -$7.41K -113 -0.7%
NHC
523
Nicholas Hoffman & Company
Georgia
$1.03M -$5.44K -83 -0.5%
JFG
524
Jefferies Financial Group
New York
$1.03M -$56.2M -857,691 -98%
ET
525
Entropy Technologies
New York
$1.02M +$1.07M +16,328 New
19 20
21
22 23

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.