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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
HI
1126
Hudock Inc
Pennsylvania
$219K +$216K +3,027 New
AC
1127
Addison Capital
Pennsylvania
$218K +$216K +3,023 New
OPWM
1128
Oxinas Partners Wealth Management
Indiana
$218K +$214 +3 +0.1%
SWS
1129
SYSTM Wealth Solutions
Illinois
$218K -$580K -8,118 -73%
OP
1130
ORG Partners
Indiana
$217K +$7.65K +107 +4%
IA
1131
IFG Advisory
Georgia
$217K +$214K +3,001 New
AWM
1132
Ameliora Wealth Management
Switzerland
$217K
Bank of Nova Scotia
1133
Bank of Nova Scotia
Ontario, Canada
$217K
CIA
1134
Cascade Investment Advisors
Oregon
$217K
TA
1135
Teramo Advisors
Florida
$217K
WI
1136
Wedgewood Investors
Pennsylvania
$217K +$214K +3,000 New
RA
1137
Riversedge Advisors
Delaware
$216K +$214K +2,988 New
MP
1138
McDonald Partners
Ohio
$216K
RFWA
1139
RPg Family Wealth Advisory
Massachusetts
$215K +$213K +2,978 New
MIC
1140
Meridian Investment Counsel
California
$215K +$213K +2,977 New
CWA
1141
Choice Wealth Advisors
Maine
$215K +$213K +2,976 New
FPAS
1142
Focus Partners Advisor Solutions
Missouri
$214K +$212K +2,968 New
CA
1143
Claro Advisors
Massachusetts
$214K +$212K +2,967 New
SBWIC
1144
Schaper Benz & Wise Investment Counsel
Wisconsin
$214K +$212K +2,965 New
NFG
1145
Nations Financial Group
Iowa
$214K +$212K +2,962 New
SWA
1146
Stratos Wealth Advisors
Ohio
$214K -$32K -448 -13%
NRWA
1147
North Ridge Wealth Advisors
Oregon
$213K +$211K +2,952 New
LJAC
1148
L.J. Altfest & Co
New York
$211K +$209K +2,929 New
MA
1149
MKT Advisors
California
$210K
SCA
1150
Stonebridge Capital Advisors
Minnesota
$210K -$16.7K -233 -7%

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.