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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
WI
701
WrapManager Inc
California
$641K -$65K -910 -9%
HIP
702
Harrell Investment Partners
Texas
$640K -$27.1K -379 -4%
PBT
703
Pictet Bank & Trust
Bahamas
$640K
KS
704
Karpas Strategies
Connecticut
$639K
WA
705
WESPAC Advisors
California
$636K -$232K -3,240 -27%
LFS
706
Leibman Financial Services
Nebraska
$635K -$1.63M -22,833 -72%
WIC
707
Woodmont Investment Counsel
Tennessee
$632K
STA
708
Summit Trail Advisors
New York
$629K +$342K +4,791 +122%
GCM
709
Gallacher Capital Management
Colorado
$628K +$17.4K +243 +3%
BG
710
Bollard Group
Massachusetts
$628K +$388K +5,425 +166%
TCA
711
Transcend Capital Advisors
New Jersey
$627K +$115K +1,614 +23%
DI
712
Diligent Investors
California
$623K
HI
713
Harbour Investments
Wisconsin
$622K +$47.1K +659 +8%
KA
714
Kovack Advisors
Florida
$622K -$8.43K -118 -1%
BWAM
715
Boyd Watterson Asset Management
Ohio
$622K
HCP
716
Hardin Capital Partners
South Carolina
$619K +$613K +8,582 New
RHDIC
717
R.H. Dinel Investment Counsel
California
$616K
BFO
718
Boston Family Office
Massachusetts
$614K
SXL
719
Summit X LLC
Missouri
$612K +$200K +2,801 +50%
HW
720
Hancock Whitney
Mississippi
$611K -$11.4K -160 -2%
IP
721
Ignite Planners
California
$608K +$1.43K +20 +0.2%
WJWM
722
Williams Jones Wealth Management
New York
$606K
Connor, Clark & Lunn Investment Management (CC&L)
723
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$605K +$53.9K +754 +10%
GC
724
Grimes & Company
Massachusetts
$604K +$19K +266 +3%
NSIM
725
North Star Investment Management
Illinois
$603K

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.