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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
EH
776
Equitable Holdings
New York
$527K +$4K +56 +0.8%
SIM
777
Seaview Investment Managers
Florida
$527K -$8.59M -120,190 -94%
EFS
778
Essex Financial Services
Connecticut
$526K +$314K +4,387 +147%
VDI
779
Vaughan David Investments
Illinois
$525K -$174K -2,440 -25%
MA
780
MONECO Advisors
Connecticut
$525K +$2.65K +37 +0.5%
CA
781
Cullinan Associates
Kentucky
$520K
PCM
782
Parsons Capital Management
Rhode Island
$519K -$14.3K -200 -3%
FLPIM
783
F.L. Putnam Investment Management
Massachusetts
$518K -$19.4K -272 -4%
CRC
784
Curi RMB Capital
Illinois
$518K -$31.9K -447 -6%
CBOR
785
Community Bank of Raymore
Missouri
$516K -$858K -12,000 -63%
VVP
786
Venture Visionary Partners
Ohio
$515K +$41.3K +578 +9%
AFP
787
Ausdal Financial Partners
Iowa
$514K -$23.8K -333 -4%
AG
788
AlTi Global
New York
$514K +$16.9K +237 +3%
LA
789
Legacy Advisors
Pennsylvania
$514K +$509K +7,115 New
SAMT
790
Select Asset Management & Trust
Pennsylvania
$511K
NAM
791
NTV Asset Management
West Virginia
$511K +$22.7K +317 +5%
NRC
792
New Republic Capital
North Carolina
$508K +$46.3K +648 +10%
BJL
793
Brighton Jones LLC
Washington
$508K +$15.4K +215 +3%
Janus Henderson Group
794
Janus Henderson Group
United Kingdom
$507K
CIA
795
Choate Investment Advisors
Massachusetts
$505K -$7.15K -100 -1%
WCA
796
Westover Capital Advisors
Delaware
$505K +$500K +7,000 New
DWM
797
Drive Wealth Management
Utah
$504K -$4.86K -68 -1%
SMA
798
Sage Mountain Advisors
Georgia
$504K +$43.2K +604 +9%
WP
799
Westmount Partners
California
$502K
RIL
800
Rothschild Investment LLC
Illinois
$500K +$2.65K +37 +0.5%

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.