We are live on ! Find out more

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
CWM
751
Chemistry Wealth Management
New York
$573K +$27.7K +387 +5%
CW
752
CreativeOne Wealth
Kansas
$571K -$33.7K -471 -6%
SEC
753
Seven Eight Capital
New York
$566K -$2.14M -29,936 -79%
ACA
754
Aptus Capital Advisors
Alabama
$565K +$214 +3 +0%
SCP
755
Sivia Capital Partners
California
$563K +$17.3K +242 +3%
WHG
756
Westwood Holdings Group
Texas
$562K
RBC
757
Romano Brothers & Co
Illinois
$562K +$21.4K +300 +4%
BGAI
758
Bruce G. Allen Investments
Colorado
$562K +$929 +13 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
759
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$561K -$10.9M -152,663 -95%
CAM
760
Councilmark Asset Management
Tennessee
$558K
ADMI
761
Albert D. Mason Inc
Massachusetts
$556K
OIA
762
OneDigital Investment Advisors
Kansas
$555K +$550K +7,693 New
GCM
763
Gables Capital Management
Florida
$555K
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$554K +$6.65K +93 +1%
SWM
765
Spire Wealth Management
Virginia
$550K -$138K -1,934 -20%
WAP
766
Wealthcare Advisory Partners
Pennsylvania
$550K -$10.1K -142 -2%
Empower Advisory Group
767
Empower Advisory Group
Colorado
$546K -$172K -2,412 -24%
LC
768
Lindbrook Capital
California
$542K +$11.3K +158 +2%
BCWM
769
Bartlett & Co Wealth Management
Ohio
$542K -$31.2K -436 -5%
PIM
770
Pullen Investment Management
Florida
$541K +$22.2K +310 +4%
PL
771
Plancorp LLC
Missouri
$540K -$71 -1 -0%
GG
772
Greenwood Gearhart
Arkansas
$537K -$96.8K -1,355 -15%
LCWP
773
Legacy Capital Wealth Partners
Arkansas
$531K +$525K +7,352 New
WOC
774
West Oak Capital
California
$527K
CGA
775
Crescent Grove Advisors
Illinois
$527K -$37.2K -520 -7%

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.