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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
BCFD
1176
Boit C.F. David
$144K +$143K +2,000 New
AF
1177
Advisornet Financial
Minnesota
$143K +$34K +475 +31%
AW
1178
Avion Wealth
Texas
$143K -$116K -1,617 -45%
BCA
1179
Bray Capital Advisors
Florida
$141K
Nisa Investment Advisors
1180
Nisa Investment Advisors
Missouri
$140K +$95.1K +1,330 +218%
PGAM
1181
Princeton Global Asset Management
New Jersey
$138K
BWP
1182
Baldwin Wealth Partners
Massachusetts
$138K
WCM
1183
Westend Capital Management
California
$136K -$10.9K -153 -8%
FPF
1184
First Pacific Financial
Washington
$135K +$29.6K +414 +28%
APF
1185
Alaska Permanent Fund
Alaska
$134K +$3.43K +48 +3%
SFCL
1186
Strengthening Families & Communities LLC
Massachusetts
$133K +$132K +1,846 New
SWM
1187
Sugarloaf Wealth Management
Georgia
$125K +$100K +1,402 +433%
CF
1188
Centaurus Financial
California
$124K +$7K +98 +6%
PB
1189
Pinnacle Bancorp
Nebraska
$124K -$2K -28 -2%
ATPW
1190
Ashton Thomas Private Wealth
Arizona
$122K +$120K +1,684 New
OC
1191
Oakworth Capital
Alabama
$121K +$39.2K +549 +49%
HCM
1192
Hollencrest Capital Management
California
$114K
VWM
1193
Venturi Wealth Management
Texas
$111K +$4.43K +62 +4%
ITIM
1194
Indiana Trust & Investment Management
Indiana
$110K +$27.7K +388 +34%
EBA
1195
Eagle Bay Advisors
New York
$109K -$8.43K -118 -7%
CAM
1196
Chesapeake Asset Management
New York
$109K
LWANC
1197
Laurel Wealth Advisors (North Carolina)
North Carolina
$107K +$16.7K +233 +19%
CHA
1198
Carmichael Hill & Associates
Maryland
$105K
BL
1199
BFSG LLC
California
$104K -$3.57K -50 -3%
AAP
1200
Arax Advisory Partners
Colorado
$103K +$429 +6 +0.4%

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.