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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
AIA
876
AIMZ Investment Advisors
California
$410K
I2I
877
Insight 2811 Inc
Illinois
$409K -$42.9K -600 -10%
MNBTD
878
Moody National Bank Trust Division
Texas
$408K -$18.7K -261 -4%
MWM
879
Modera Wealth Management
New Jersey
$407K -$19.4K -272 -5%
AUB
880
Atlantic Union Bankshares
Virginia
$407K
BMCM
881
Bryn Mawr Capital Management
Pennsylvania
$406K
LCS
882
Levin Capital Strategies
New York
$406K +$71 +1 +0%
CAG
883
Crestwood Advisors Group
Massachusetts
$405K -$8.08K -113 -2%
CIAS
884
CFS Investment Advisory Services
New Jersey
$404K +$400K +5,596 New
AIM
885
Anchor Investment Management
South Carolina
$404K
AWAU
886
Alliance Wealth Advisors (Utah)
Utah
$402K -$50.7K -710 -11%
IBOK
887
Independence Bank of Kentucky
Kentucky
$399K +$64.5K +902 +19%
BIM
888
Bridges Investment Management
Nebraska
$398K +$20.2K +282 +5%
MGIA
889
Matthew Goff Investment Advisor
Texas
$398K -$66.1K -925 -14%
HCM
890
Howard Capital Management
Georgia
$397K +$393K +5,505 New
LNB
891
Ledyard National Bank
$394K -$31.4K -440 -7%
TSMHT
892
Thurston Springer Miller Herd & Titak
Indiana
$393K +$389K +5,437 New
PSP
893
Principal Street Partners
Tennessee
$391K
CAI
894
Capital Advisors Inc
Oklahoma
$391K +$46.6K +652 +14%
CWM
895
Cordatus Wealth Management
Pennsylvania
$386K +$382K +5,344 New
FCG
896
Fielder Capital Group
Tennessee
$386K +$382K +5,347 New
IAIM
897
International Assets Investment Management
Florida
$385K +$19.4K +272 +5%
HC
898
Henshaw Capital
Massachusetts
$384K +$81.5K +1,140 +27%
PCMK
899
Paragon Capital Management (Kansas)
Kansas
$382K
WA
900
Wealthstream Advisors
New York
$381K -$6.5K -91 -2%

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.