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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
AAIM
851
Asset Advisors Investment Management
Georgia
$376K – – –
LCWP
852
Legacy Capital Wealth Partners
Arkansas
$375K -$45.5K -695 -10%
CIAS
853
CFS Investment Advisory Services
New Jersey
$372K -$29.1K -444 -7%
RIL
854
Rothschild Investment LLC
Illinois
$372K -$77.5K -1,183 -17%
KIA
855
KCM Investment Advisors
California
$371K +$8.59K +131 +2%
HDIM
856
Hanson & Doremus Investment Management
Vermont
$370K +$63.5K +969 +20%
BMCM
857
Bryn Mawr Capital Management
Pennsylvania
$370K +$13.1K +200 +4%
1WM
858
1900 Wealth Management
Texas
$369K +$1.18K +18 +0.3%
PCM
859
Park Capital Management
Wisconsin
$369K +$386K +5,888 New
SW
860
SteelPeak Wealth
California
$369K -$983 -15 -0.3%
MWM
861
Modera Wealth Management
New Jersey
$367K -$17.1K -261 -4%
PAA
862
Peregrine Asset Advisers
Oregon
$367K -$62.8K -959 -14%
FNBOH
863
First National Bank of Hutchinson
Kansas
$367K – – –
ESB
864
Essex Savings Bank
Connecticut
$365K -$6.03K -92 -2%
RMAM
865
Raab & Moskowitz Asset Management
New Jersey
$365K -$36.8K -562 -9%
SMA
866
Seven Mile Advisory
New Jersey
$364K -$13.9K -212 -4%
EW
867
Element Wealth
Mississippi
$364K +$2.62K +40 +0.7%
KP
868
Keel Point
Alabama
$362K -$16.6K -254 -4%
MWM
869
Mattern Wealth Management
Kansas
$362K -$32.2K -491 -8%
AWM
870
Aprio Wealth Management
Georgia
$362K +$119K +1,809 +46%
SL
871
Sentry LLC
Tennessee
$361K – – –
MFG
872
Merit Financial Group
Georgia
$360K +$376K +5,740 New
CC
873
Callan Capital
California
$359K -$135K -2,057 -26%
LFG
874
Larson Financial Group
Missouri
$359K -$43.4K -663 -10%
PSP
875
Principal Street Partners
Tennessee
$358K -$327K -4,986 -47%
33 34
35
36 37

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.