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Shell
SHEL

1,343 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 501 increasing their positions, 460 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $706M | Put options by funds: $373M

66% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 73

2% more funds holding

Funds holding: 1,312 → 1,343 (+31)

9% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 460

2% more capital invested

Capital invested by funds: $22.2B → $22.6B (+$360M)

0.06% more ownership

Funds ownership: 5.18% → 5.24% (+0.06%)

32% less funds holding in top 10

Funds holding in top 10: 38 → 26 (-12)

Holders
1,343
Holders Change
+31
Holders Change %
+2.36%
% of All Funds
19.35%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.37%
New
121
Increased
501
Reduced
460
Closed
73
Calls
$706M
Puts
$373M
Net Calls
+$333M
Net Calls Change
+$146M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M
3
Holocene Advisors
Holocene Advisors
New York
+$193M
4
OAG
Orbis Allan Gray
Bermuda
+$111M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$95M

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$509M
2
Morgan Stanley
Morgan Stanley
New York
-$505M
3
HL
Harding Loevner
New Jersey
-$150M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$92.9M
5
CC
Covalis Capital
United Kingdom
-$79.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1101
Stonebridge Capital Advisors
Minnesota
$211K +$202K +3,148 New
MA
1102
MKT Advisors
California
$211K -$14.4K -225 -7%
RC
1103
Roundview Capital
New Jersey
$210K -$1.02K -16 -0.5%
AA
1104
Ancora Advisors
Ohio
$210K +$128 +2 +0.1%
CCP
1105
Clifford Capital Partners
Utah
$209K – – –
DWP
1106
Daymark Wealth Partners
Ohio
$209K -$12.8K -200 -6%
CIC
1107
Carnegie Investment Counsel
Ohio
$208K +$199K +3,108 New
SI
1108
Sprott Inc
Ontario, Canada
$208K -$3.2K -50 -2%
TTWM
1109
TCV Trust & Wealth Management
Virginia
$208K -$25.6K -400 -11%
RI
1110
Redwood Investments
Massachusetts
$208K +$3.52K +55 +2%
RFG
1111
RFP Financial Group
Georgia
$207K +$705 +11 +0.4%
SF
1112
Symphony Financial
Texas
$206K +$197K +3,075 New
AWM
1113
Aprio Wealth Management
Georgia
$206K +$197K +3,073 New
BIG
1114
Builder Investment Group
Georgia
$205K – – –
JWA
1115
JFS Wealth Advisors
Pennsylvania
$204K +$64 +1 +0%
WTA
1116
Washington Trust Advisors
Massachusetts
$203K – – –
OPWM
1117
Oxinas Partners Wealth Management
Indiana
$202K +$193K +3,013 New
AWM
1118
Angeles Wealth Management
California
$202K -$38.4K -600 -17%
AWM
1119
Ameliora Wealth Management
Switzerland
$201K +$192K +3,000 New
Bank of Nova Scotia
1120
Bank of Nova Scotia
Ontario, Canada
$201K +$192K +3,000 New
CIA
1121
Cascade Investment Advisors
Oregon
$201K +$192K +3,000 New
TA
1122
Teramo Advisors
Florida
$201K +$192K +3,000 New
EFS
1123
Essex Financial Services
Connecticut
$200K +$192K +2,990 New
MP
1124
McDonald Partners
Ohio
$200K +$191K +2,987 New
WG
1125
Welch Group
Alabama
$200K +$191K +2,986 New
43 44
45
46 47

SHEL Hedge Fund Activity: Q1 2024 in Review

1,343 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2024, worth a combined $22.6B — up 1.6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SHEL positions and 73 closed out — a net gain of 48 holders — while 501 added to existing stakes and 460 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $363M. The largest seller was Arrowstreet Capital, cutting an estimated $509M.

  • 1,343 institutional investors held Shell (SHEL) as of Q1 2024, up from 1,312 in Q4 2023.
  • Funds reported $22.6B of Shell stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 121 funds opened new Shell positions in Q1 2024 and 73 closed out, a net change of +48 holders.
  • The largest Shell buyer in Q1 2024 was Fidelity Investments, an estimated $363M added.
  • The largest Shell seller in Q1 2024 was Arrowstreet Capital, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2024.