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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
USB
1201
Union Savings Bank
Connecticut
$103K
GJIA
1202
Glass Jacobson Investment Advisors
Maryland
$103K -$2.86K -40 -3%
CT
1203
Colonial Trust
South Carolina
$102K -$2.22K -31 -2%
HIA
1204
Harbor Investment Advisory
Maryland
$101K -$1.07K -15 -1%
FMTCOCP
1205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K +$33.7K +471 +53%
CNBTD
1206
Citizens National Bank Trust Department
Mississippi
$97.2K
AEPWM
1207
Atlantic Edge Private Wealth Management
Florida
$93.8K
TCCM
1208
Timber Creek Capital Management
Massachusetts
$93.8K
WBC
1209
West Branch Capital
Massachusetts
$93.8K
FCAS
1210
First Command Advisory Services
Texas
$92.6K
OWA
1211
Opal Wealth Advisors
New York
$92.5K +$91.6K +1,281 New
BFPW
1212
BOK Financial Private Wealth
Colorado
$92.3K +$143 +2 +0.2%
AA
1213
AlphaMark Advisors
Kentucky
$91K -$357 -5 -0.4%
ANBT
1214
American National Bank & Trust
Texas
$87.1K
FCA
1215
FinTrust Capital Advisors
South Carolina
$86.7K +$31.2K +436 +57%
MRCM
1216
M&R Capital Management
New Jersey
$85.8K -$1.79K -25 -2%
AWM
1217
Avior Wealth Management
Nebraska
$85.5K -$72.1K -1,009 -46%
Fidelity International
1218
Fidelity International
Bermuda
$85.3K +$42.6K +596 +102%
AAG
1219
Armstrong Advisory Group
Massachusetts
$83.8K +$5.93K +83 +8%
RA
1220
Rise Advisors
New York
$82.9K +$3.22K +45 +4%
PAM
1221
Paradigm Asset Management
New York
$80.7K
FNWA
1222
Financial Network Wealth Advisors
Utah
$77.5K +$76.8K +1,075 New
BFP
1223
Briaud Financial Planning
Texas
$76K +$76K +1,063 New
CFO
1224
CVA Family Office
Colorado
$74.6K
BC
1225
Barrett & Company
Rhode Island
$74.1K

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.