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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
MSFS
526
Main Street Financial Solutions
Pennsylvania
$1.19M +$1.64K +23 +0.1%
WAM
527
WNY Asset Management
New York
$1.19M -$58.5K -819 -5%
WS
528
Wedbush Securities
California
$1.19M -$93.5K -1,308 -7%
WANY
529
Wealthspire Advisors (New York)
New York
$1.19M +$3.36K +47 +0.3%
AAM
530
Auxier Asset Management
Oregon
$1.18M
FCP
531
Fidelis Capital Partners
Florida
$1.17M +$302K +4,222 +34%
OPCM
532
Osborne Partners Capital Management
California
$1.17M
BEAM
533
Baker Ellis Asset Management
Washington
$1.17M
AWM
534
Absher Wealth Management
North Carolina
$1.16M +$15.6K +218 +1%
CSIC
535
Clifford Swan Investment Counsel
California
$1.15M -$8.08K -113 -0.7%
DF
536
Donoghue Forlines
Massachusetts
$1.15M +$41.1K +575 +4%
HH
537
Hilltop Holdings
Texas
$1.15M +$19.6K +274 +2%
MIP
538
Marietta Investment Partners
Wisconsin
$1.15M
Koshinski Asset Management
539
Koshinski Asset Management
Illinois
$1.14M -$178K -2,488 -14%
NIM
540
Northeast Investment Management
Massachusetts
$1.14M +$9.79K +137 +0.9%
TSW
541
Thompson Siegel & Walmsley
Virginia
$1.12M
AWA
542
Arkadios Wealth Advisors
Georgia
$1.11M -$158K -2,215 -13%
CA
543
Crewe Advisors
Utah
$1.11M +$8.43K +118 +0.8%
PL
544
Perpetual Ltd
Australia
$1.1M
HSA
545
HBK Sorce Advisory
Pennsylvania
$1.1M +$41.5K +581 +4%
ISL
546
Ingalls & Snyder LLC
New York
$1.1M -$10.7K -150 -1%
BO
547
Bank OZK
Arkansas
$1.09M +$234K +3,278 +28%
KWM
548
Kingsview Wealth Management
Oregon
$1.08M +$52.9K +740 +5%
BB
549
Busey Bank
Illinois
$1.08M -$15.4K -216 -1%
CWP
550
Cyndeo Wealth Partners
Florida
$1.06M -$929 -13 -0.1%

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.