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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
BHBT
801
Burke & Herbert Bank & Trust
Virginia
$499K +$494K +6,910 New
FFA
802
First Foundation Advisors
California
$496K -$26.9K -377 -5%
RWP
803
RWA Wealth Partners
Massachusetts
$492K +$32.3K +452 +7%
LSIA
804
LaSalle St. Investment Advisors
Illinois
$489K +$194K +2,717 +67%
HL
805
HeadInvest LLC
Maine
$489K -$5.72K -80 -1%
CC
806
Courier Capital
New York
$485K -$15.4K -215 -3%
FFA
807
Founders Financial Alliance
North Carolina
$483K +$4.07K +57 +0.9%
RMAM
808
Raab & Moskowitz Asset Management
New Jersey
$483K -$4.72K -66 -1%
RPC
809
Rossmore Private Capital
Connecticut
$482K -$5.72K -80 -1%
FWP
810
FAS Wealth Partners
Kansas
$482K +$31.5K +441 +7%
PWP
811
Principle Wealth Partners
Connecticut
$481K +$23.7K +331 +5%
CC
812
Chicago Capital
Illinois
$481K +$143K +2,000 +43%
HC
813
Hara Capital
Washington
$480K
EG
814
Ellerson Group
Maryland
$480K -$85.8K -1,200 -15%
AWM
815
Aries Wealth Management
Maine
$479K +$97.7K +1,367 +26%
ATC
816
Argent Trust Co
Tennessee
$476K -$42.4K -593 -8%
CH
817
Cromwell Holdings
Wyoming
$473K +$468K +6,552 New
JCM
818
Jacobi Capital Management
Pennsylvania
$473K -$3K -42 -0.6%
BWM
819
BigSur Wealth Management
Florida
$472K +$107K +1,500 +30%
IIM
820
InTrack Investment Management
Vermont
$472K -$16.2K -227 -3%
SWM
821
Silverlake Wealth Management
Vermont
$470K +$172K +2,400 +58%
EI
822
Ethic Inc
New York
$470K -$3.79K -53 -0.8%
BHIA
823
Birch Hill Investment Advisors
Massachusetts
$469K
E3F
824
Eight 31 Financial
Texas
$468K -$136K -1,897 -23%
BMC
825
Beaton Management Company
Massachusetts
$464K

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.