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Shell
SHEL

1,380 hedge funds and large institutions have $24.8B invested in Shell in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 430 increasing their positions, 536 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $891M | Put options by funds: $371M

50% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 103

2% more funds holding

Funds holding: 1,352 → 1,380 (+28)

4% more capital invested

Capital invested by funds: $23.8B → $24.8B (+$925M)

0.39% more ownership

Funds ownership: 5.81% → 6.2% (+0.39%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 536

Holders
1,380
Holders Change
+28
Holders Change %
+2.07%
% of All Funds
18.18%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
155
Increased
430
Reduced
536
Closed
103
Calls
$891M
Puts
$371M
Net Calls
+$521M
Net Calls Change
+$35.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.38B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$147M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
+$143M
4
UBS Group
UBS Group
Switzerland
+$133M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$106M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$334M
2
OAG
Orbis Allan Gray
Bermuda
-$207M
3
Holocene Advisors
Holocene Advisors
New York
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$81.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$61.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
776
Harbour Capital Advisors
Virginia
$456K -$34.4K -525 -7%
OIA
777
OneDigital Investment Advisors
Kansas
$456K -$40.3K -615 -8%
GC
778
Guggenheim Capital
Illinois
$455K -$2.75K -42 -0.6%
BCWM
779
Bartlett & Co Wealth Management
Ohio
$451K -$35.6K -543 -7%
CRC
780
Curi RMB Capital
Illinois
$449K -$2.42K -37 -0.5%
RYIA
781
Roehl & Yi Investment Advisors
Oregon
$447K +$468K +7,137 New
GRP
782
Global Retirement Partners
California
$446K -$25.1K -383 -5%
CCA
783
Childress Capital Advisors
Texas
$445K -$941K -14,366 -67%
SAMT
784
Select Asset Management & Trust
Pennsylvania
$443K – – –
PWP
785
Principle Wealth Partners
Connecticut
$443K +$13.1K +200 +3%
MGWM
786
Marks Group Wealth Management
Minnesota
$441K -$352K -5,372 -43%
OWA
787
One Wealth Advisors
California
$441K -$322K -4,919 -41%
NPT
788
National Philanthropic Trust
Pennsylvania
$441K +$2.49K +38 +0.5%
Janus Henderson Group
789
Janus Henderson Group
United Kingdom
$440K – – –
VSI
790
Verde Servicos Internacionais
Brazil
$439K +$459K +7,000 New
BIM
791
Baldwin Investment Management
Pennsylvania
$438K -$111K -1,688 -19%
MDA
792
Minot DeBlois Advisors
Massachusetts
$438K +$458K +6,994 New
CLOS
793
Compagnie Lombard Odier SCmA
Switzerland
$434K -$1.89M -28,790 -81%
FLPIM
794
F.L. Putnam Investment Management
Massachusetts
$433K -$94K -1,434 -17%
SIMG
795
Sonora Investment Management Group
Arizona
$433K +$18.7K +285 +4%
BHBT
796
Burke & Herbert Bank & Trust
Virginia
$433K – – –
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$432K -$319K -4,864 -41%
BCMLT
798
Beacon Capital Management LLC (Tennessee)
Tennessee
$431K +$4K +61 +0.9%
WIC
799
Woodmont Investment Counsel
Tennessee
$428K -$52.4K -800 -10%
RWP
800
RWA Wealth Partners
Massachusetts
$428K +$328 +5 +0.1%
30 31
32
33 34

SHEL Hedge Fund Activity: Q4 2024 in Review

1,380 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q4 2024, worth a combined $24.8B — up 3.9% from $23.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHEL positions and 103 closed out — a net gain of 52 holders — while 430 added to existing stakes and 536 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.38B. The largest seller was Point72 Asset Management, cutting an estimated $334M.

  • 1,380 institutional investors held Shell (SHEL) as of Q4 2024, up from 1,352 in Q3 2024.
  • Funds reported $24.8B of Shell stock for Q4 2024, up 3.9% quarter-over-quarter.
  • 155 funds opened new Shell positions in Q4 2024 and 103 closed out, a net change of +52 holders.
  • The largest Shell buyer in Q4 2024 was Fidelity Investments, an estimated $1.38B added.
  • The largest Shell seller in Q4 2024 was Point72 Asset Management, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2024.