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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
GS
951
Gagnon Securities
New York
$332K -$2.5K -35 -0.8%
DAS
952
Diversify Advisory Services
Utah
$332K -$114K -1,588 -26%
RA
953
Ransom Advisory
Rhode Island
$330K +$24K +336 +8%
MOS
954
MGO One Seven
Ohio
$329K -$89.3K -1,249 -21%
SAA
955
Southeast Asset Advisors
Georgia
$329K
CCG
956
Chatham Capital Group
Georgia
$328K
CAM
957
Carret Asset Management
New York
$327K
FFC
958
First Financial Corp
Indiana
$325K
CP
959
Canopy Partners
Ohio
$323K
QWP
960
Quotient Wealth Partners
Texas
$322K +$8.51K +119 +3%
LI
961
Lafayette Investments
Maryland
$321K
EWM
962
Empirical Wealth Management
Washington
$321K +$28K +392 +10%
TCB
963
Texas Capital Bancshares
Texas
$320K -$107K -1,494 -25%
RFA
964
Resurgent Financial Advisors
Georgia
$320K -$761K -10,643 -71%
DJSG
965
D.J. St. Germain
Massachusetts
$318K
SDAM
966
Shulman DeMeo Asset Management
New York
$318K
GI
967
GAMMA Investing
California
$316K +$29.4K +412 +10%
IAP
968
Indie Asset Partners
Indiana
$315K
WT
969
Washington Trust
Rhode Island
$315K +$2.14K +30 +0.7%
TGAM
970
TBH Global Asset Management
Tennessee
$314K -$3.43K -48 -1%
TW
971
Traveka Wealth
California
$314K +$27.4K +383 +10%
GWP
972
Gateway Wealth Partners
Wisconsin
$311K -$24.9K -349 -7%
AWAP
973
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$310K -$4.43K -62 -1%
TP
974
Tranquility Partners
Tennessee
$308K
PA
975
PFG Advisors
Arizona
$308K +$572 +8 +0.2%

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.