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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
FCMC
976
Founders Capital Management (Connecticut)
Connecticut
$308K -$42.9K -600 -12%
SFO
977
Stokes Family Office
Louisiana
$307K +$15.2K +212 +5%
EHWM
978
Eads & Heald Wealth Management
Georgia
$307K -$12.5K -175 -4%
CCFCSB
979
Cape Cod Five Cents Savings Bank
Massachusetts
$307K -$3.57K -50 -1%
SMC
980
Smith, Moore & Co
Missouri
$306K +$2.79K +39 +0.9%
BBA
981
Braun-Bostich & Associates
Pennsylvania
$305K +$302K +4,232 New
SBIA
982
Sheaff Brock Investment Advisors
Indiana
$305K -$113K -1,582 -27%
BA
983
Ballew Advisors
Mississippi
$304K +$3.57K +50 +1%
RFN
984
RDA Financial Network
Iowa
$304K +$13K +182 +5%
BCV
985
Banque Cantonale Vaudoise
Switzerland
$303K
FVWA
986
Foster Victor Wealth Advisors
South Carolina
$302K -$2.07K -29 -0.7%
WPW
987
Waldron Private Wealth
Pennsylvania
$301K +$11.8K +165 +4%
SWMP
988
Signature Wealth Management Partners
New Jersey
$301K
LTAS
989
Linden Thomas Advisory Services
North Carolina
$301K +$49.2K +688 +20%
JWCA
990
J.W. Coons Advisors
Ohio
$301K
FFN
991
Focus Financial Network
Minnesota
$300K +$6.86K +96 +2%
CTC
992
Cetera Trust Company
Minnesota
$300K
JSW
993
Journey Strategic Wealth
New Jersey
$298K +$295K +4,130 New
DSC
994
Duncker Streett & Co
Missouri
$298K +$572 +8 +0.2%
SC
995
Sepio Capital
Utah
$297K
GFG
996
Goldstone Financial Group
Illinois
$295K +$60.3K +843 +26%
MW
997
Marcum Wealth
Ohio
$295K -$9.29K -130 -3%
SWA
998
Sax Wealth Advisors
New Jersey
$295K +$11.6K +162 +4%
EWA
999
Evolution Wealth Advisors
Florida
$295K
WIA
1000
World Investment Advisors
California
$295K -$11.2K -156 -4%

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.