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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
SMG
1076
Smart Money Group
Texas
$242K +$1.07K +15 +0.5%
GWM
1077
Gibbs Wealth Management
Georgia
$242K +$239K +3,346 New
LA
1078
LM Advisors
California
$241K
MMPW
1079
Mitchell McLeod Pugh & Williams
Alabama
$240K
CHC
1080
City Holding Co
West Virginia
$240K -$357 -5 -0.1%
CF
1081
Clarity Financial
Texas
$238K +$236K +3,303 New
GBT
1082
Grove Bank & Trust
Florida
$237K -$7.65K -107 -3%
FG
1083
Fiduciary Group
Georgia
$237K
CG
1084
Clarus Group
Texas
$236K -$230K -3,219 -50%
SWA
1085
SFMG Wealth Advisors
Texas
$236K +$6.08K +85 +3%
KA
1086
Klingman & Associates
New York
$236K +$233K +3,264 New
SW
1087
SkyOak Wealth
Michigan
$235K
TLA
1088
Tanglewood Legacy Advisors
Texas
$234K
JPWM
1089
Jamison Private Wealth Management
Georgia
$234K -$48.6K -680 -17%
TF
1090
Tompkins Financial
New York
$233K
EBSAM
1091
Eubel Brady & Suttman Asset Management
Ohio
$233K
BWP
1092
Barlow Wealth Partners
Kentucky
$233K
GLLW
1093
Graves Light Lenhart Wealth
Virginia
$233K
TFP
1094
Triune Financial Partners
Kansas
$233K +$2.22K +31 +1%
AIM
1095
Avity Investment Management
Connecticut
$233K
FDCP
1096
Foster Dykema Cabot & Partners
Massachusetts
$233K
APP
1097
Avantax Planning Partners
Iowa
$232K -$2.07K -29 -0.9%
MSAM
1098
Moloney Securities Asset Management
Missouri
$231K -$2.14K -30 -0.9%
CC
1099
Cadinha & Co
Hawaii
$231K -$28.6K -400 -11%
SIA
1100
SeaBridge Investment Advisors
New Jersey
$231K

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.