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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
DAM
1051
Delta Asset Management
Tennessee
$256K
TCM
1052
Tufton Capital Management
Maryland
$256K
RBFC
1053
Roman Butler Fullerton & Co
Missouri
$255K -$34.6K -484 -12%
WAM
1054
Weinberger Asset Management
California
$254K
NAM
1055
NorthCrest Asset Manangement
Minnesota
$254K -$31.3K -438 -11%
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$253K +$136K +1,900 +118%
IWA
1057
Icon Wealth Advisors
Texas
$253K -$112K -1,564 -31%
FIA
1058
Foundations Investment Advisors
Arizona
$253K -$13K -182 -5%
DWM
1059
Diversify Wealth Management
Utah
$253K +$258K +3,610 New
AWM
1060
Aprio Wealth Management
Georgia
$251K +$28.8K +403 +13%
WWM
1061
Western Wealth Management
Colorado
$250K -$18.4K -257 -7%
CCG
1062
Catalina Capital Group
California
$250K -$4K -56 -2%
CFG
1063
Cooper Financial Group
California
$248K -$28.2K -395 -10%
OPA
1064
Old Port Advisors
Maine
$248K +$245K +3,431 New
WRPWM
1065
Werba Rubin Papier Wealth Management
California
$247K +$245K +3,428 New
CCMG
1066
Clark Capital Management Group
Pennsylvania
$247K +$245K +3,427 New
SC
1067
Sawyer & Company
Massachusetts
$246K -$8.93K -125 -4%
WG
1068
Welch Group
Alabama
$246K +$30.1K +421 +14%
DA
1069
Doliver Advisors
Texas
$245K
HPC
1070
HM Payson & Co
Maine
$245K
GSEP
1071
Golden State Equity Partners
California
$244K +$242K +3,381 New
PMA
1072
Prudent Man Advisors
Illinois
$244K -$20.4K -285 -8%
FG
1073
Foster Group
Iowa
$243K +$4.79K +67 +2%
SFC
1074
Strategic Financial Concepts
Texas
$243K +$10.6M +148,213 +2,808%
RP
1075
Riverbridge Partners
Minnesota
$243K +$241K +3,365 New

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.