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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
AA
1001
Argent Advisors
Louisiana
$293K
TW
1002
TritonPoint Wealth
Maryland
$293K
TPM
1003
Triasima Portfolio Management
Quebec, Canada
$293K +$8.22K +115 +3%
FTWA
1004
Fifth Third Wealth Advisors
Ohio
$292K +$9.72K +136 +3%
CBA
1005
Coastal Bridge Advisors
Connecticut
$292K -$1K -14 -0.3%
AWM
1006
Angeles Wealth Management
California
$290K +$72.2K +1,010 +34%
EMAM
1007
Encompass More Asset Management
California
$290K +$16.9K +237 +6%
PWP
1008
Phillips Wealth Planners
Mississippi
$289K -$3.07K -43 -1%
SA
1009
Strategic Advisors
New York
$289K -$107K -1,500 -27%
LSA
1010
Leonteq Securities AG
Switzerland
$289K
BBA
1011
BLB&B Advisors
Pennsylvania
$288K -$17.9K -250 -6%
AP
1012
Advisors Preferred
Maryland
$287K +$282K +3,939 New
WLG
1013
Williamson Legacy Group
Indiana
$287K -$523K -7,319 -65%
HCP
1014
Hexagon Capital Partners
Arkansas
$285K +$4.29K +60 +2%
KA
1015
Kozak & Associates
Colorado
$285K -$1K -14 -0.4%
MBTD
1016
Mechanics Bank - Trust Department
California
$285K -$6.43K -90 -2%
BFA
1017
Beacon Financial Advisory
Ohio
$284K +$10.4K +146 +4%
EDRH
1018
Edmond de Rothschild Holding
Switzerland
$283K
SIG
1019
Sargent Investment Group
Maryland
$283K +$280K +3,924 New
PAM
1020
Palisade Asset Management
Minnesota
$283K
GLA
1021
Good Life Advisors
Pennsylvania
$282K +$9.86K +138 +4%
Credit Agricole
1022
Credit Agricole
France
$282K
BCP
1023
Blue Chip Partners
Michigan
$281K +$858 +12 +0.3%
CWS
1024
Confluence Wealth Services
Pennsylvania
$280K -$26.4K -369 -9%
GWM
1025
Geneos Wealth Management
Colorado
$280K +$35.6K +498 +15%

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.