We are live on ! Find out more

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
BMO
551
Beck Mack & Oliver
New York
$1.06M
PWPS
552
Pinnacle Wealth Planning Services
Ohio
$1.06M +$77.5K +1,084 +8%
MG
553
Mather Group
Illinois
$1.05M +$253K +3,543 +29%
AFG
554
American Financial Group
Ohio
$1.05M
UB
555
UMB Bank
Missouri
$1.04M -$251K -3,505 -20%
PA
556
Profund Advisors
Maryland
$1.04M +$29.9K +418 +3%
CTA
557
Chesley Taft & Associates
Illinois
$1.03M
MMA
558
Miracle Mile Advisors
California
$1.02M -$8.08K -113 -0.8%
Kovitz Investment Group Partners
559
Kovitz Investment Group Partners
Illinois
$1.02M +$140K +1,965 +16%
SIS
560
Susquehanna International Securities
Ireland
$1.02M -$1.3M -18,137 -56%
SGA
561
Strategic Global Advisors
California
$1.02M +$280K +3,914 +107%
CCI
562
Credit Capital Investments
New Jersey
$1.01M -$1.04M -14,500 -51%
QT
563
Quantbot Technologies
New York
$1.01M -$417K -5,830 -29%
LFA
564
Legacy Financial Advisors
Kentucky
$1.01M +$22.2K +310 +2%
MPI
565
Mairs & Power Inc
Minnesota
$1M
DG
566
DMC Group
Alabama
$1M +$42.6K +596 +4%
AWA
567
Arete Wealth Advisors
Illinois
$999K +$31.7K +444 +3%
SS
568
Sunbelt Securities
Texas
$998K -$40.2K -562 -4%
SW
569
SVB Wealth
Massachusetts
$998K -$123K -1,724 -11%
DWT
570
Dorsey & Whitney Trust
South Dakota
$996K +$41.7K +584 +4%
TIAA Trust, National Association
571
TIAA Trust, National Association
North Carolina
$996K +$16K +224 +2%
FHA
572
Flagship Harbor Advisors
Massachusetts
$995K +$188K +2,637 +24%
EWA
573
EP Wealth Advisors
California
$984K -$93.9K -1,314 -9%
SRC
574
Sage Rhino Capital
California
$983K +$5.29K +74 +0.5%
HKIM
575
Hayek Kallen Investment Management
Alabama
$983K +$1.29K +18 +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.