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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
SW
826
SteelPeak Wealth
California
$463K -$28.4K -397 -6%
AGC
827
Aspen Grove Capital
Colorado
$463K +$7.58K +106 +2%
ANTB
828
AMG National Trust Bank
Colorado
$462K +$458K +6,402 New
FWIA
829
Fort Washington Investment Advisors
Ohio
$457K -$18.5M -258,166 -98%
CC
830
Callan Capital
California
$457K +$174K +2,436 +63%
MWM
831
Mattern Wealth Management
Kansas
$452K +$6.22K +87 +1%
EWA
832
EverSource Wealth Advisors
Alabama
$452K -$9.22K -129 -2%
FTC
833
Farmers Trust Company
Ohio
$448K
SIMG
834
Sonora Investment Management Group
Arizona
$448K
PA
835
Probity Advisors
Texas
$446K -$13.4K -187 -3%
PP
836
Patten & Patten
Tennessee
$446K -$9.72K -136 -2%
SN
837
Sittner & Nelson
Oregon
$446K +$143 +2 +0%
MFG
838
Merit Financial Group
Georgia
$446K +$87.8K +1,228 +25%
BAM
839
Berkshire Asset Management
Pennsylvania
$446K +$32.2K +450 +8%
TAM
840
Tucker Asset Management
Colorado
$445K +$8.58K +120 +2%
BCMLT
841
Beacon Capital Management LLC (Tennessee)
Tennessee
$444K
ACM
842
Advisors Capital Management
New Jersey
$442K +$11.2K +156 +3%
RMDI
843
R.M. Davis Inc
Maine
$442K +$118K +1,652 +37%
TW
844
Transform Wealth
Colorado
$440K -$22K -308 -5%
AOWM
845
Alpha Omega Wealth Management
Virginia
$440K
AWS
846
Arkfeld Wealth Strategies
Nebraska
$440K +$2.65K +37 +0.6%
LKIM
847
Lawson Kroeker Investment Management
Nebraska
$440K +$107K +1,500 +33%
IWM
848
IHT Wealth Management
Illinois
$437K -$3.22K -45 -0.7%
HA
849
Hamel Associates
New Jersey
$437K
BCP
850
Berkeley Capital Partners
Georgia
$436K -$28.6K -400 -6%

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.