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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
HJGA
926
Hardman Johnston Global Advisors
Connecticut
$313K – – –
SDJVC
927
St. Denis J. Villere & Co
Louisiana
$313K – – –
LIA
928
Lynx Investment Advisory
District of Columbia
$312K -$655 -10 -0.2%
LF
929
Lantz Financial
Illinois
$312K +$6.62K +101 +2%
SAIG
930
Semper Augustus Investments Group
Colorado
$311K – – –
ACP
931
Aveo Capital Partners
Colorado
$311K -$7.6K -116 -2%
RCAG
932
Rehmann Capital Advisory Group
Michigan
$311K -$47.2K -720 -13%
I2I
933
Insight 2811 Inc
Illinois
$310K -$46.9K -716 -13%
TT
934
TI-Trust
Illinois
$308K – – –
BL
935
Balentine LLC
Georgia
$308K – – –
SLAM
936
Swiss Life Asset Management
$308K -$172K -2,625 -35%
PCS
937
Personal CFO Solutions
New Jersey
$308K -$55.8K -851 -15%
EFS
938
Essex Financial Services
Connecticut
$307K -$7.73K -118 -2%
CAL
939
Capital Analysts LLC
Pennsylvania
$306K +$29.1K +444 +10%
IP
940
Isthmus Partners
Wisconsin
$305K – – –
TRCT
941
Tower Research Capital (TRC)
New York
$304K -$1.01M -15,473 -76%
AB
942
Atlas Brown
Kentucky
$303K – – –
NGA
943
Naples Global Advisors
Florida
$303K +$1.57K +24 +0.5%
EGA
944
E&G Advisors
Texas
$303K – – –
FTWA
945
Fifth Third Wealth Advisors
Ohio
$303K +$4.06K +62 +1%
CAM
946
Concorde Asset Management
Michigan
$302K -$721 -11 -0.2%
RDWM
947
Red Door Wealth Management
Tennessee
$302K -$4.13K -63 -1%
AHL
948
Abel Hall LLC
Louisiana
$302K +$2.42K +37 +0.8%
PP
949
Patten & Patten
Tennessee
$302K +$41.6K +635 +15%
KCM
950
Kathmere Capital Management
Pennsylvania
$301K -$54.5K -831 -15%
36 37
38
39 40

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.