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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
SL
901
Summitry LLC
California
$380K +$58.3K +816 +18%
FFG
902
Fiduciary Financial Group
California
$380K +$373K +5,223 New
Walleye Capital
903
Walleye Capital
New York
$379K -$8.42M -117,785 -96%
GC
904
Gratus Capital
Georgia
$375K
KOCAA
905
Knights of Columbus Asset Advisors
Connecticut
$374K
ACP
906
Aveo Capital Partners
Colorado
$373K -$66K -923 -15%
FDCDDQ
907
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K -$86.7K -1,213 -19%
LCM
908
Lunt Capital Management
Utah
$368K
ACA
909
Atlas Capital Advisors
Wyoming
$365K +$22.4K +313 +7%
VIP
910
Vista Investment Partners
Oklahoma
$363K +$2.65K +37 +0.7%
PWLP
911
Prio Wealth Limited Partnership
Massachusetts
$363K -$71.9K -1,006 -17%
APG
912
Abacus Planning Group
South Carolina
$363K -$4.57K -64 -1%
JIC
913
Joel Isaacson & Co
New York
$363K +$15K +210 +4%
GSB
914
Greenfield Savings Bank
Massachusetts
$362K -$19.7K -276 -5%
CCC
915
Chelsea Counsel Company
California
$362K
S
916
Systrade
Liechtenstein
$361K -$1.43M -20,000 -80%
HJGA
917
Hardman Johnston Global Advisors
Connecticut
$361K
RC
918
RBF Capital
California
$361K
SDJVC
919
St. Denis J. Villere & Co
Louisiana
$361K
LIA
920
Lynx Investment Advisory
District of Columbia
$360K +$357K +4,991 New
SAIG
921
Semper Augustus Investments Group
Colorado
$359K
PP
922
PFS Partners
New Jersey
$359K +$3.15K +44 +0.9%
Barclays
923
Barclays
United Kingdom
$358K -$96.9K -1,356 -21%
RDWM
924
Red Door Wealth Management
Tennessee
$356K +$9.08K +127 +3%
TT
925
TI-Trust
Illinois
$355K

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.