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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
PGF
1151
Plan Group Financial
Oklahoma
$209K +$207K +2,901 New
CBFP
1152
Cedar Brook Financial Partners
Ohio
$208K -$183K -2,562 -47%
SCM
1153
Stonebridge Capital Management
California
$208K +$206K +2,876 New
VC
1154
Veery Capital
Delaware
$207K +$205K +2,873 New
FNFDCM
1155
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$206K +$204K +2,854 New
TFF
1156
The Family Firm
Maryland
$205K +$203K +2,843 New
ICP
1157
Interchange Capital Partners
Pennsylvania
$205K +$203K +2,843 New
MBT
1158
Montecito Bank & Trust
California
$205K -$53.4K -747 -21%
TF
1159
Trek Financial
Arizona
$204K -$38K -532 -16%
NB
1160
Northwest Bancshares
Pennsylvania
$204K +$202K +2,821 New
CGH
1161
CMG Global Holdings
Texas
$203K +$201K +2,818 New
NAS
1162
Nicolet Advisory Services
Wisconsin
$201K +$197K +2,760 New
PFA
1163
Petra Financial Advisors
Colorado
$200K +$198K +2,772 New
AP
1164
Appleton Partners
Massachusetts
$200K +$198K +2,772 New
AA
1165
Addison Advisors
Vermont
$200K +$25.2K +352 +15%
ME
1166
McIlrath & Eck
Washington
$199K
RTC
1167
Riverview Trust Company
Washington
$190K
SIC
1168
Salem Investment Counselors
North Carolina
$181K
JWM
1169
Janiczek Wealth Management
Colorado
$180K +$26.3K +368 +17%
FPB
1170
First PREMIER Bank
South Dakota
$180K
PPWM
1171
PFG Private Wealth Management
Florida
$176K -$38.5K -538 -18%
HWP
1172
Highline Wealth Partners
California
$158K +$7.65K +107 +5%
WSC
1173
Wellington Shields & Co
New York
$150K
CAL
1174
Capital Analysts LLC
Pennsylvania
$147K
SOAMC
1175
Spirit of America Management Corp
New York
$144K

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.