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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
SC
601
Syon Capital
California
$886K +$45.2K +633 +5%
GEA
602
Glen Eagle Advisors
New Jersey
$879K +$30.7K +430 +4%
MGWM
603
Marks Group Wealth Management
Minnesota
$878K +$171K +2,397 +25%
AWM
604
AE Wealth Management
Kansas
$874K +$101K +1,416 +13%
OA
605
Oxbow Advisors
Texas
$869K -$14.3K -200 -2%
GDP
606
Great Diamond Partners
Maine
$866K +$2.14K +30 +0.3%
OWA
607
One Wealth Advisors
California
$862K +$287K +4,014 +50%
JIR
608
James Investment Research
Ohio
$861K
GWMR
609
GC Wealth Management RIA
Massachusetts
$854K +$191K +2,676 +29%
SCM
610
Schnieders Capital Management
California
$849K +$92.9K +1,300 +12%
POIA
611
Pin Oak Investment Advisors
Texas
$835K -$42.4K -593 -5%
FB
612
Fulton Bank
Pennsylvania
$826K +$380K +5,314 +87%
SIG
613
Stonegate Investment Group
Alabama
$826K +$196K +2,738 +31%
AAS
614
Ameritas Advisory Services
Nebraska
$824K +$4.72K +66 +0.6%
CIA
615
Capital Investment Advisors
Georgia
$822K +$7.36K +103 +0.9%
BP
616
Ballentine Partners
Massachusetts
$819K +$93.1K +1,303 +13%
HIP
617
HUB Investment Partners
Texas
$818K -$29.9K -419 -4%
BFWM
618
Bright Futures Wealth Management
New York
$815K +$63.5K +889 +8%
BCM
619
Brookstone Capital Management
Illinois
$814K -$138K -1,931 -15%
CLOS
620
Compagnie Lombard Odier SCmA
Switzerland
$813K +$468K +6,551 +139%
MGIA
621
Moneta Group Investment Advisors
Missouri
$812K +$13.4K +188 +2%
Allspring Global Investments
622
Allspring Global Investments
North Carolina
$803K +$303K +4,233 +61%
AMIM
623
Aull & Monroe Investment Management
Alabama
$803K -$58.4K -817 -7%
FHA
624
First Horizon Advisors
Tennessee
$801K +$10.1K +142 +1%
SIGI
625
Susquehanna International Group (Ireland)
Ireland
$798K -$3.79M -53,045 -83%

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.