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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
AG
976
AmeriFlex Group
Nevada
$277K +$276K +4,214 New
GC
977
Grange Capital
Oregon
$276K +$289K +4,413 New
TCB
978
Texas Capital Bancshares
Texas
$276K -$1.51K -23 -0.5%
BCM
979
Brookstone Capital Management
Illinois
$274K -$19.5K -297 -6%
SAA
980
Southeast Asset Advisors
Georgia
$274K +$7.54K +115 +3%
KCFA
981
Key Client Fiduciary Advisors
New Jersey
$274K -$8.39K -128 -3%
IAP
982
Indie Asset Partners
Indiana
$273K – – –
WT
983
Washington Trust
Rhode Island
$273K – – –
HR
984
Hardy Reed
Mississippi
$273K -$2.82K -43 -1%
AWAP
985
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$269K +$66 +1 +0%
RA
986
Ransom Advisory
Rhode Island
$267K -$20.4K -312 -7%
SDAM
987
Shulman DeMeo Asset Management
New York
$267K -$3.08K -47 -1%
TSMHT
988
Thurston Springer Miller Herd & Titak
Indiana
$266K -$224K -3,419 -45%
LCS
989
Levin Capital Strategies
New York
$266K -$86.8K -1,325 -24%
CCFM
990
Clear Creek Financial Management
Washington
$266K +$68.7K +1,048 +33%
BAM
991
Broyhill Asset Management
North Carolina
$266K +$278K +4,240 New
SFG
992
SevenBridge Financial Group
Pennsylvania
$265K – – –
SWA
993
Sax Wealth Advisors
New Jersey
$263K +$2.1K +32 +0.8%
CTC
994
Cetera Trust Company
Minnesota
$263K +$2.62K +40 +1%
CMMS
995
Comprehensive Money Management Services
Florida
$262K +$274K +4,175 New
SWMP
996
Signature Wealth Management Partners
New Jersey
$261K – – –
JWCA
997
J.W. Coons Advisors
Ohio
$261K – – –
SBIA
998
Sheaff Brock Investment Advisors
Indiana
$260K -$4.26K -65 -2%
OPA
999
Old Port Advisors
Maine
$260K +$21.3K +325 +8%
BAM
1000
Berkshire Asset Management
Pennsylvania
$259K -$145K -2,214 -36%
38 39
40
41 42

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.