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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
BL
926
Balentine LLC
Georgia
$355K -$365K -5,113 -51%
PA
927
Procyon Advisors
Connecticut
$355K +$92.8K +1,299 +36%
LF
928
Lantz Financial
Illinois
$355K +$9.22K +129 +3%
ESB
929
Essex Savings Bank
Connecticut
$355K -$43K -601 -11%
RCA
930
Resonant Capital Advisors
Wisconsin
$353K +$3.79K +53 +1%
AHL
931
Abel Hall LLC
Louisiana
$353K +$25.9K +363 +8%
IP
932
Isthmus Partners
Wisconsin
$351K -$38.6K -540 -10%
SC
933
Saturna Capital
Washington
$350K
AB
934
Atlas Brown
Kentucky
$349K
CAM
935
Concorde Asset Management
Michigan
$349K +$786 +11 +0.2%
EGA
936
E&G Advisors
Texas
$349K
NGA
937
Naples Global Advisors
Florida
$348K -$7.15K -100 -2%
KMWM
938
Keudell/Morrison Wealth Management
Oregon
$347K -$1.29K -18 -0.4%
BAM
939
Brave Asset Management
New Jersey
$346K
CWP
940
CFM Wealth Partners
Texas
$344K +$100K +1,402 +42%
AC
941
Avestar Capital
New York
$342K -$238K -3,325 -41%
AWM
942
AllSquare Wealth Management
New York
$339K
HP
943
Holistic Planning
Texas
$339K
KCFA
944
Key Client Fiduciary Advisors
New Jersey
$337K -$9.29K -130 -3%
IAMOG
945
Investors Asset Management of Georgia
Georgia
$337K -$715 -10 -0.2%
GIP
946
Granite Investment Partners
California
$336K
ML
947
McAdam LLC
Pennsylvania
$336K +$143 +2 +0%
FAT
948
First American Trust
California
$335K +$8.51K +119 +3%
WI
949
Wintrust Investments
Illinois
$335K +$331K +4,637 New
KCM
950
Kathmere Capital Management
Pennsylvania
$335K +$74K +1,035 +29%

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.