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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
PCS
851
Personal CFO Solutions
New Jersey
$436K +$30.7K +429 +8%
KP
852
Keel Point
Alabama
$436K +$88.8K +1,243 +26%
CWM
853
Congress Wealth Management
Massachusetts
$435K +$431K +6,030 New
HDIM
854
Hanson & Doremus Investment Management
Vermont
$434K -$6.79K -95 -2%
AAIM
855
Asset Advisors Investment Management
Georgia
$433K
RSWM
856
Robertson Stephens Wealth Management
California
$433K -$15.8K -221 -4%
BBI
857
Baxter Bros Inc
Connecticut
$433K -$14.3K -200 -3%
APWM
858
Argonautica Private Wealth Management
Massachusetts
$432K -$214 -3 -0.1%
QIM
859
Quantitative Investment Management
Virginia
$429K -$5.6M -78,388 -93%
SMA
860
Seven Mile Advisory
New Jersey
$427K +$28.1K +393 +7%
RCAG
861
Rehmann Capital Advisory Group
Michigan
$427K +$22.9K +320 +6%
HR
862
Hardy Reed
Mississippi
$426K +$422K +5,901 New
LWL
863
Leo Wealth LLC
Texas
$425K -$86.9K -1,216 -17%
TAM
864
Titleist Asset Management
Texas
$425K +$172K +2,409 +69%
FNBOH
865
First National Bank of Hutchinson
Kansas
$422K +$101K +1,411 +32%
1WM
866
1900 Wealth Management
Texas
$421K +$3.22K +45 +0.8%
KIC
867
Keating Investment Counselors
Florida
$419K +$85.8K +1,200 +26%
EW
868
Element Wealth
Mississippi
$418K -$33.7K -472 -8%
KIA
869
KCM Investment Advisors
California
$417K +$5K +70 +1%
SL
870
Sentry LLC
Tennessee
$416K
CIAS
871
Capital Investment Advisory Services
North Carolina
$416K +$90.1K +1,260 +28%
BFA
872
Bill Few Associates
Pennsylvania
$415K
PFBT
873
Parkside Financial Bank & Trust
Missouri
$414K -$11.7K -164 -3%
Mitsubishi UFJ Asset Management
874
Mitsubishi UFJ Asset Management
Japan
$412K -$68.2K -954 -14%
PAA
875
Peregrine Asset Advisers
Oregon
$411K -$71 -1 -0%

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.