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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
HJIM
651
Henry James International Management
New York
$750K
BFS
652
Bradley Foster & Sargent
Connecticut
$749K +$24.1K +337 +3%
IRC
653
Investors Research Corp
Georgia
$748K -$21.4K -300 -3%
HAM
654
Harmony Asset Management
Arizona
$744K +$7.15K +100 +1%
NG
655
Norden Group
Utah
$744K +$20.4K +286 +3%
WPC
656
Wedmont Private Capital
Pennsylvania
$735K +$111K +1,554 +18%
WF
657
Welch & Forbes
Massachusetts
$734K +$6.29K +88 +0.9%
Simplex Trading
658
Simplex Trading
Illinois
$732K +$725K +10,143 New
QI
659
Qtron Investments
Massachusetts
$732K
TPI
660
Trust Point Inc
Wisconsin
$729K -$32.5K -455 -4%
SC
661
Schulhoff & Co
Ohio
$728K +$5K +70 +0.7%
IB
662
Intrust Bank
Kansas
$728K +$9.94K +139 +1%
9WM
663
9258 Wealth Management
Ohio
$726K -$20.6K -288 -3%
AIM
664
Alhambra Investment Management
Florida
$726K -$27.4K -383 -4%
TCOV
665
Trust Company of Vermont
Vermont
$725K +$7.15K +100 +1%
Kayne Anderson Rudnick Investment Management
666
Kayne Anderson Rudnick Investment Management
California
$724K -$16.9K -236 -2%
NCM
667
Northwest Capital Management
Oregon
$722K
MHR
668
Matthew Hamilton Rosenberg
$721K -$1.93K -27 -0.3%
BCM
669
Birmingham Capital Management
Alabama
$719K
GRP
670
Global Retirement Partners
California
$718K +$358K +5,008 +101%
C
671
Certuity
Florida
$716K +$12.1K +169 +2%
PM
672
Penbrook Management
New York
$715K
1WA
673
180 Wealth Advisors
Washington
$713K +$35.3K +494 +5%
BHPW
674
Beverly Hills Private Wealth
California
$712K +$6.29K +88 +0.9%
WA
675
Waverly Advisors
Alabama
$712K +$25.4K +355 +4%

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.