We are live on ! Find out more

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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$39.6M +$3.88M +54,331 +11%
GLA
77
Great Lakes Advisors
Illinois
$38.5M +$1.77M +24,795 +5%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$38.4M -$10.1M -141,458 -21%
SIG
79
Senator Investment Group
New York
$37.3M -$8.69M -121,647 -19%
YCM
80
Yaupon Capital Management
New York
$37M +$3.55M +49,695 +11%
FP
81
Foundry Partners
Minnesota
$36.5M +$7.98M +111,633 +28%
PDM
82
Penn Davis McFarland
Texas
$36.5M -$1.36M -19,002 -4%
Ameriprise
83
Ameriprise
Minnesota
$35.4M -$5.11M -71,539 -13%
Corient Private Wealth
84
Corient Private Wealth
Florida
$34.7M +$2.44M +34,103 +8%
KCM
85
Kornitzer Capital Management
Kansas
$34.4M -$356K -4,983 -1%
HighTower Advisors
86
HighTower Advisors
Illinois
$33.2M -$2.97M -41,533 -8%
CCM
87
Cullen Capital Management
New York
$32.7M +$74.7K +1,045 +0.2%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$32.2M +$1.7M +23,844 +6%
Fayez Sarofim & Co
89
Fayez Sarofim & Co
Texas
$31.9M +$16.6M +232,644 +111%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$31M -$2.3M -32,136 -7%
TA
91
TruWealth Advisors
Louisiana
$30.8M +$259K +3,622 +0.9%
GF
92
Gabelli Funds
New York
$29.9M -$21.4K -300 -0.1%
First Eagle Investment Management
93
First Eagle Investment Management
New York
$29.7M +$2.75M +38,426 +10%
US Bancorp
94
US Bancorp
Minnesota
$29.7M +$5.18M +72,439 +21%
GAM
95
Groupama Asset Management
France
$28.2M +$8.33M +116,565 +17%
Optiver Holding
96
Optiver Holding
Netherlands
$25.9M +$25.7M +359,351 New
CAM
97
Cresset Asset Management
Illinois
$25.9M +$762K +10,656 +3%
HCM
98
Huber Capital Management
California
$25.8M -$1.11M -15,500 -4%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$25.7M -$1.56M -21,825 -6%
HP
100
Hikari Power
Japan
$24.7M

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.