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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
PTC
726
Philadelphia Trust Company
Pennsylvania
$603K
BWM
727
BKM Wealth Management
Wisconsin
$601K -$8.36K -117 -1%
WAG
728
Wallace Advisory Group
California
$600K +$60.3K +843 +11%
AWM
729
Axxcess Wealth Management
California
$600K -$56.7K -793 -9%
CPA
730
Cardiff Park Advisors
California
$598K -$19.5K -273 -3%
CP
731
Covenant Partners
Tennessee
$596K +$1.72K +24 +0.3%
LWAM
732
Legacy Wealth Asset Management
Minnesota
$595K +$8.29K +116 +1%
BC
733
Broadwater Capital
Massachusetts
$594K
BWM
734
Baron Wealth Management
Michigan
$588K +$115K +1,603 +24%
ECM
735
Estabrook Capital Management
New York
$586K
CAM
736
Cozad Asset Management
Illinois
$585K +$37.9K +530 +7%
SQA
737
Simon Quick Advisors
New Jersey
$585K +$16.5K +231 +3%
DP
738
Dearborn Partners
Illinois
$584K +$572 +8 +0.1%
HCA
739
Harbour Capital Advisors
Virginia
$583K -$40K -560 -7%
M
740
MOTCO
Texas
$582K +$9.86K +138 +2%
SWM
741
Seed Wealth Management
Illinois
$582K +$42.9K +600 +8%
FFA
742
Farther Finance Advisors
California
$579K +$90.6K +1,268 +19%
AF
743
Apexium Financial
Texas
$578K +$91.1K +1,275 +19%
OIC
744
Orion Investment Company
Missouri
$578K +$572K +8,005 New
Susquehanna International Group
745
Susquehanna International Group
Pennsylvania
$577K -$3.9M -54,598 -87%
LGA
746
Lebenthal Global Advisors
New York
$577K +$61.3K +858 +12%
KCPG
747
Kavar Capital Partners Group
Kansas
$575K
BSW
748
Buckingham Strategic Wealth
Missouri
$575K -$7.22K -101 -1%
NPT
749
National Philanthropic Trust
Pennsylvania
$575K -$87.4K -1,223 -13%
AA
750
Axiom Advisory
California
$574K +$574K +8,029 New

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.