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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
QOP
626
Quinn Opportunity Partners
Virginia
$689K – – –
JGUA
627
John G. Ullman & Associates
New York
$683K – – –
HI
628
Horizon Investments
North Carolina
$678K +$14.8K +226 +2%
AMIM
629
Aull & Monroe Investment Management
Alabama
$678K -$19.9K -303 -3%
BF
630
Brucke Financial
Indiana
$675K +$672K +10,258 New
BCM
631
Birmingham Capital Management
Alabama
$675K -$19.7K -300 -3%
C
632
Certuity
Florida
$669K +$24.2K +370 +4%
RPCONE
633
Retirement Planning Company of New England
Rhode Island
$668K +$698K +10,655 New
FI
634
Finivi Inc
Massachusetts
$666K -$10.2K -155 -1%
DT
635
Diversified Trust
Tennessee
$665K +$7.86K +120 +1%
SIC
636
Shoker Investment Counsel
Ohio
$664K -$4.39K -67 -0.6%
GDP
637
Great Diamond Partners
Maine
$658K +$17.9K +273 +3%
PCMF
638
Private Capital Management (Florida)
Florida
$658K – – –
BEI
639
Benjamin Edwards Inc
Missouri
$657K +$21.1K +322 +3%
IB
640
Intrust Bank
Kansas
$657K +$6.95K +106 +1%
PTC
641
Private Trust Company
Ohio
$657K +$66 +1 +0%
SQA
642
Simon Quick Advisors
New Jersey
$655K +$459 +7 +0.1%
HJIM
643
Henry James International Management
New York
$651K – – –
SC
644
Schulhoff & Co
Ohio
$649K – – –
IRC
645
Investors Research Corp
Georgia
$649K – – –
LGA
646
Lebenthal Global Advisors
New York
$648K +$69.9K +1,066 +11%
MWM
647
Meridian Wealth Management
Kentucky
$646K +$1.97K +30 +0.3%
IAN
648
Integrated Advisors Network
Texas
$646K -$424K -6,471 -39%
MA
649
Mutual Advisors
Nebraska
$643K -$242K -3,686 -28%
CCA
650
Criterion Capital Advisors
Tennessee
$642K – – –
24 25
26
27 28

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.