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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
EDRH
1026
Edmond de Rothschild Holding
Switzerland
$246K – – –
PAM
1027
Palisade Asset Management
Minnesota
$246K – – –
FCBT
1028
First Citizens Bank & Trust
North Carolina
$246K +$50.8K +775 +25%
BCP
1029
Blue Chip Partners
Michigan
$246K +$917 +14 +0.4%
CD
1030
Chapin Davis
Maryland
$245K – – –
AWM
1031
Avior Wealth Management
Nebraska
$245K +$12.3K +188 +5%
PGF
1032
Plan Group Financial
Oklahoma
$244K – – –
Credit Agricole
1033
Credit Agricole
France
$244K – – –
SC
1034
Sepio Capital
Utah
$244K -$41.8K -638 -14%
SFG
1035
Seamount Financial Group
Colorado
$244K +$255K +3,896 New
BC
1036
Bayforest Capital
United Kingdom
$244K +$255K +3,888 New
RFN
1037
RDA Financial Network
Iowa
$243K -$22.2K -338 -8%
LSA
1038
Leonteq Securities AG
Switzerland
$238K -$34.1K -520 -12%
SC
1039
Saturna Capital
Washington
$238K – – –
FMP
1040
Financial Management Professionals
Texas
$237K -$6.88K -105 -3%
BFG
1041
Berger Financial Group
Minnesota
$236K +$247K +3,773 New
BCG
1042
Breakwater Capital Group
New Jersey
$236K +$2.03K +31 +0.8%
HPC
1043
HM Payson & Co
Maine
$236K +$24.1K +368 +11%
BTW
1044
Boston Trust Walden
Massachusetts
$235K – – –
GLA
1045
Good Life Advisors
Pennsylvania
$234K -$41.5K -633 -14%
SP
1046
Successful Portfolios
Florida
$233K +$66 +1 +0%
JSW
1047
Journey Strategic Wealth
New Jersey
$233K -$65.9K -1,005 -21%
BBA
1048
Braun-Bostich & Associates
Pennsylvania
$231K -$33.4K -510 -12%
SCA
1049
Sulzberger Capital Advisors
Florida
$231K +$241K +3,684 New
HIC
1050
Holderness Investments Company
North Carolina
$230K +$241K +3,679 New
40 41
42
43 44

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.