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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
JWCA
551
J.W. Cole Advisors
Florida
$932K +$171K +2,615 +21%
CWP
552
Cyndeo Wealth Partners
Florida
$920K – – –
Manulife (Manufacturers Life Insurance)
553
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$918K +$14.6K +223 +2%
ACA
554
Aptus Capital Advisors
Alabama
$910K +$453K +6,915 +91%
AFG
555
American Financial Group
Ohio
$908K – – –
DTL
556
Dynamic Technology Lab
Singapore
$907K -$1.34M -20,464 -59%
CSIC
557
Clifford Swan Investment Counsel
California
$900K -$15.5K -236 -2%
SS
558
Sunbelt Securities
Texas
$895K +$34.8K +531 +4%
DWT
559
Dorsey & Whitney Trust
South Dakota
$892K -$11.8K -180 -1%
CTA
560
Chesley Taft & Associates
Illinois
$887K +$524 +8 +0.1%
IF
561
Intrua Financial
Texas
$887K +$68.7K +1,048 +8%
BMO
562
Beck Mack & Oliver
New York
$881K -$39.3K -600 -4%
CCG
563
Catalina Capital Group
California
$878K +$57.4K +876 +7%
CCI
564
Credit Capital Investments
New Jersey
$877K – – –
EWA
565
EP Wealth Advisors
California
$874K -$181K -2,757 -16%
WA
566
WESPAC Advisors
California
$872K +$238K +3,636 +35%
CWM
567
Congress Wealth Management
Massachusetts
$854K -$44.1K -673 -5%
LDB
568
Lee, Danner & Bass
Tennessee
$852K -$6.55K -100 -0.7%
CTC
569
Central Trust Company
Missouri
$845K -$898K -13,705 -50%
SRC
570
Sage Rhino Capital
California
$841K -$14.7K -225 -2%
GFA
571
Gallagher Fiduciary Advisors
Illinois
$834K +$238K +3,636 +38%
SAM
572
Smartleaf Asset Management
Massachusetts
$831K +$185K +2,826 +27%
Bessemer Group
573
Bessemer Group
New Jersey
$823K +$7.86K +120 +0.9%
LFA
574
Legacy Financial Advisors
Kentucky
$823K -$36.7K -560 -4%
AFW
575
Avantra Family Wealth
Pennsylvania
$814K +$852K +12,996 New
21 22
23
24 25

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.