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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
BPWM
1101
Badgley Phelps Wealth Managers
Washington
$230K +$228K +3,187 New
ECM
1102
Elgethun Capital Management
South Dakota
$230K
BCG
1103
Breakwater Capital Group
New Jersey
$230K +$1.43K +20 +0.6%
TIM
1104
Thompson Investment Management
Wisconsin
$229K
CV
1105
Counterweight Ventures
North Carolina
$229K
PFSC
1106
Peoples Financial Services Corp
Pennsylvania
$227K
FWM
1107
FMB Wealth Management
California
$227K
RC
1108
Roundview Capital
New Jersey
$227K
AA
1109
Ancora Advisors
Ohio
$226K +$214 +3 +0.1%
LW
1110
Linscomb Wealth
Texas
$226K -$83.3K -1,165 -27%
RIA
1111
Retirement Investment Advisors
Oklahoma
$226K +$224K +3,130 New
CCP
1112
Clifford Capital Partners
Utah
$225K
CIC
1113
Carnegie Investment Counsel
Ohio
$224K
RFG
1114
RFP Financial Group
Georgia
$224K +$1.22K +17 +0.5%
WPW
1115
Warther Private Wealth
Ohio
$224K +$222K +3,099 New
TTWM
1116
TCV Trust & Wealth Management
Virginia
$224K
RI
1117
Redwood Investments
Massachusetts
$223K
CCWM
1118
Cassaday & Co Wealth Management
Virginia
$222K +$220K +3,078 New
BIG
1119
Builder Investment Group
Georgia
$221K
BWM
1120
Birchcreek Wealth Management
Ohio
$220K +$218K +3,052 New
UCB
1121
United Community Bank
South Carolina
$220K -$18.9K -265 -8%
GIA
1122
Gladstone Institutional Advisory
Florida
$219K +$217K +3,040 New
ZF
1123
Zega Financial
Florida
$219K +$217K +3,040 New
JWA
1124
JFS Wealth Advisors
Pennsylvania
$219K -$929 -13 -0.4%
WTA
1125
Washington Trust Advisors
Massachusetts
$219K

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.