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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
BOH
676
Bank of Hawaii
Hawaii
$711K -$9.15K -128 -1%
NS
677
NBC Securities
Alabama
$709K -$16.3K -228 -2%
WAL
678
W Advisors LLC
Tennessee
$705K
ECA
679
Elevated Capital Advisors
Utah
$704K +$35.7K +500 +5%
CWM
680
Circle Wealth Management
New Jersey
$700K
ST
681
Smithfield Trust
Pennsylvania
$698K -$2.29K -32 -0.3%
GI
682
GAMCO Investors
Connecticut
$696K -$572 -8 -0.1%
BFEC
683
Benjamin F. Edwards & Company
Missouri
$695K -$39K -546 -5%
NB
684
NBT Bank
New York
$689K
FIM
685
Fruth Investment Management
Texas
$689K
FMTC
686
Farmers & Merchants Trust Company
California
$687K -$13.1K -183 -2%
SLAM
687
Swiss Life Asset Management
$682K
FWSM
688
First Wilshire Securities Management
California
$676K
MCA
689
MSH Capital Advisors
Arizona
$670K +$286 +4 +0%
ERIC
690
Eagle Rock Investment Company
Georgia
$668K
NFC
691
Northeast Financial Consultants
Connecticut
$668K
CWM
692
Collaborative Wealth Management
Florida
$662K
GI
693
Gradient Investments
Minnesota
$659K +$858 +12 +0.1%
FIM
694
Freedom Investment Management
Connecticut
$656K -$129K -1,802 -17%
CWP
695
Core Wealth Partners
California
$653K +$647K +9,050 New
PCMF
696
Private Capital Management (Florida)
Florida
$651K
BIM
697
Baldwin Investment Management
Pennsylvania
$651K -$715 -10 -0.1%
VCA
698
Verdence Capital Advisors
Maryland
$649K -$44K -615 -6%
PP
699
PDS Planning
Ohio
$646K +$17.3K +242 +3%
CCA
700
Criterion Capital Advisors
Tennessee
$642K

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.