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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
AIA
1026
Alera Investment Advisors
Illinois
$280K +$277K +3,873 New
SAM
1027
Smartleaf Asset Management
Massachusetts
$279K +$73.8K +1,032 +36%
KWA
1028
Kingswood Wealth Advisors
California
$279K -$3.93K -55 -1%
SEIA
1029
Signature Estate & Investment Advisors
California
$278K +$275K +3,854 New
ATS
1030
Ashton Thomas Securities
New York
$278K +$273K +3,825 New
SFG
1031
SevenBridge Financial Group
Pennsylvania
$277K -$15.7K -220 -5%
FMP
1032
Financial Management Professionals
Texas
$275K -$71 -1 -0%
NAS
1033
NWF Advisory Services
California
$275K +$7.72K +108 +3%
HIC
1034
Holderness Investments Company
North Carolina
$274K
Capstone Investment Advisors
1035
Capstone Investment Advisors
New York
$271K +$269K +3,757 New
TWP
1036
Tyche Wealth Partners
Texas
$271K
BTW
1037
Boston Trust Walden
Massachusetts
$271K
WDC
1038
Woodward Diversified Capital
California
$269K -$7.65K -107 -3%
SP
1039
Successful Portfolios
Florida
$269K +$71 +1 +0%
CD
1040
Chapin Davis
Maryland
$268K +$143 +2 +0.1%
HS
1041
Horan Securities
United States
$268K +$71 +1 +0%
TIM
1042
Tevis Investment Management
Texas
$267K -$114K -1,593 -30%
HWA
1043
HCR Wealth Advisors
California
$264K
GF
1044
Goodman Financial
Texas
$262K
PHS
1045
Pekin Hardy Strauss
Illinois
$261K -$7.15K -100 -3%
MIM
1046
Marco Investment Management
Georgia
$260K -$9.86K -138 -4%
CFS
1047
CRA Financial Services
New Jersey
$260K -$46.5K -650 -15%
ZB
1048
Zions Bancorporation
Utah
$260K -$15.4K -216 -6%
HVIA
1049
Hudson Valley Investment Advisors
New York
$257K
TLP
1050
Trinity Legacy Partners
Texas
$257K +$7.58K +106 +3%

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.