Shell
SHEL
1,343 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 501 increasing their positions, 460 reducing their positions, and 73 closing their positions.
89% more call options, than puts
Call options by funds: $706M | Put options by funds: $373M
66% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 73
2% more funds holding
Funds holding: 1,312 → 1,343 (+31)
9% more repeat investments, than reductions
Existing positions increased: 501 | Existing positions reduced: 460
2% more capital invested
Capital invested by funds: $22.2B → $22.6B (+$360M)
0.06% more ownership
Funds ownership: 5.18% → 5.24% (+0.06%)
32% less funds holding in top 10
Funds holding in top 10: 38 → 26 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$363M |
| 2 |
D.E. Shaw & Co
New York
|
+$245M |
| 3 |
Holocene Advisors
New York
|
+$193M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$111M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$509M |
| 2 |
Morgan Stanley
New York
|
-$505M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$150M |
| 4 |
Bank of New York Mellon
New York
|
-$92.9M |
| 5 |
CC
Covalis Capital
London,
United Kingdom
|
-$79.5M |
SHEL Hedge Fund Activity: Q1 2024 in Review
1,343 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2024, worth a combined $22.6B — up 1.6% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new SHEL positions and 73 closed out — a net gain of 48 holders — while 501 added to existing stakes and 460 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $363M. The largest seller was Arrowstreet Capital, cutting an estimated $509M.
- 1,343 institutional investors held Shell (SHEL) as of Q1 2024, up from 1,312 in Q4 2023.
- Funds reported $22.6B of Shell stock for Q1 2024, up 1.6% quarter-over-quarter.
- 121 funds opened new Shell positions in Q1 2024 and 73 closed out, a net change of +48 holders.
- The largest Shell buyer in Q1 2024 was Fidelity Investments, an estimated $363M added.
- The largest Shell seller in Q1 2024 was Arrowstreet Capital, an estimated $509M sold.
Based on aggregated 13F filings for Q1 2024.