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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
MFG
576
MidWestOne Financial Group
Iowa
$981K +$196K +2,742 +25%
LDB
577
Lee, Danner & Bass
Tennessee
$978K +$969K +13,556 New
Toronto Dominion Bank
578
Toronto Dominion Bank
Ontario, Canada
$978K -$16.1K -225 -2%
IF
579
Intrua Financial
Texas
$972K -$79.6K -1,113 -8%
MA
580
Mutual Advisors
Nebraska
$955K +$47.8K +669 +5%
GWAG
581
Garrett Wealth Advisory Group
Texas
$954K +$945K +13,215 New
EWM
582
EPG Wealth Management
Georgia
$948K -$943K -13,187 Closed
TYCC
583
Texas Yale Capital Corp
Florida
$946K +$25K +350 +3%
TH
584
TCTC Holdings
Texas
$943K +$249K +3,480 +36%
CI
585
Clal Insurance
Israel
$938K -$214K -3,000 -19%
PGIM
586
Pacific Global Investment Management
California
$937K +$11K +154 +1%
IFG
587
Independent Financial Group
California
$930K +$108K +1,513 +13%
LSAG
588
Lake Street Advisors Group
New Hampshire
$929K +$56.1K +785 +6%
CGL
589
Clarius Group LLC
Washington
$929K -$147K -2,063 -14%
JWCA
590
J.W. Cole Advisors
Florida
$928K +$63.4K +887 +7%
FNBOO
591
First National Bank of Omaha
Nebraska
$922K +$7.15K +100 +0.8%
NL
592
NVWM LLC
Pennsylvania
$922K -$5.58K -78 -0.6%
JFG
593
Jefferies Financial Group
New York
$902K -$1.59M -22,250 -64%
SIC
594
Shoker Investment Counsel
Ohio
$902K -$13.9K -194 -2%
Rafferty Asset Management
595
Rafferty Asset Management
New York
$897K -$225K -3,152 -20%
AWA
596
Aaron Wealth Advisors
Illinois
$896K +$114K +1,592 +15%
TWD
597
True Wealth Design
Ohio
$894K -$2.72K -38 -0.3%
GM
598
GeoWealth Management
Illinois
$889K +$269K +3,764 +44%
TCOT
599
Trust Company of Toledo
Ohio
$888K -$33.9K -474 -4%
TSS
600
Two Sigma Securities
New York
$888K -$907K -12,683 -51%

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.