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Shell
SHEL

1,343 hedge funds and large institutions have $22.6B invested in Shell in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 501 increasing their positions, 460 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $706M | Put options by funds: $373M

66% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 73

2% more funds holding

Funds holding: 1,312 → 1,343 (+31)

9% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 460

2% more capital invested

Capital invested by funds: $22.2B → $22.6B (+$360M)

0.06% more ownership

Funds ownership: 5.18% → 5.24% (+0.06%)

32% less funds holding in top 10

Funds holding in top 10: 38 → 26 (-12)

Holders
1,343
Holders Change
+31
Holders Change %
+2.36%
% of All Funds
19.35%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.37%
New
121
Increased
501
Reduced
460
Closed
73
Calls
$706M
Puts
$373M
Net Calls
+$333M
Net Calls Change
+$146M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$363M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$245M
3
Holocene Advisors
Holocene Advisors
New York
+$193M
4
OAG
Orbis Allan Gray
Bermuda
+$111M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$95M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$509M
2
Morgan Stanley
Morgan Stanley
New York
-$505M
3
HL
Harding Loevner
New Jersey
-$150M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$92.9M
5
CC
Covalis Capital
United Kingdom
-$79.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Stansberry Asset Management
Texas
$22.6M +$2.11M +32,908 +11%
CFIA
102
Cantor Fitzgerald Investment Advisors
New York
$22.5M -$502K -7,837 -2%
WIC
103
Willis Investment Counsel
Georgia
$22.5M +$74.3K +1,160 +0.3%
GAM
104
Groupama Asset Management
France
$22.2M +$43M +670,647 New
Mariner
105
Mariner
Kansas
$22.1M -$651K -10,153 -3%
Cerity Partners
106
Cerity Partners
New York
$21.8M +$3.05M +47,575 +17%
GCC
107
Guardian Capital (Canada)
Ontario, Canada
$20.8M -$89.6K -1,399 -0.4%
TNB
108
Thomasville National Bank
Georgia
$20.7M +$887K +13,838 +5%
Two Sigma Advisers
109
Two Sigma Advisers
New York
$20.6M +$1.83M +28,500 +10%
HPG
110
Harvest Portfolios Group
Ontario, Canada
$20.4M +$2.53M +39,470 +15%
SEI Investments
111
SEI Investments
Pennsylvania
$20M +$896K +13,979 +5%
Truist Financial
112
Truist Financial
North Carolina
$20M -$457K -7,125 -2%
WCM
113
Wedge Capital Management
North Carolina
$19.5M +$1.86M +29,075 +11%
Citigroup
114
Citigroup
New York
$19.2M -$8.94M -139,519 -33%
ACA
115
Anchor Capital Advisors
Massachusetts
$19M -$2.18M -33,989 -11%
LCM
116
Logan Capital Management
Pennsylvania
$18M +$1.82M +28,442 +12%
FWIA
117
Fort Washington Investment Advisors
Ohio
$17.7M +$3.01K +47 +0%
Creative Planning
118
Creative Planning
Kansas
$17.6M +$1.16M +18,086 +7%
SSA
119
Schonfeld Strategic Advisors
New York
$17.3M +$3.7M +57,688 +29%
GD
120
Grandfield & Dodd
New York
$17.1M -$73.5K -1,147 -0.4%
NEI
121
Northwest & Ethical Investments
Ontario, Canada
$16.8M +$447K +6,975 +3%
GL
122
Gemsstock Ltd
United Kingdom
$16.8M +$64.1K +1,000 +0.4%
1832 Asset Management
123
1832 Asset Management
Ontario, Canada
$16.7M -$1.87M -29,251 -11%
DC
124
Davenport & Co
Virginia
$16M -$98K -1,530 -0.6%
KFC
125
Klingenstein Fields & Co
New York
$15.9M +$19.7K +307 +0.1%
3 4
5
6 7

SHEL Hedge Fund Activity: Q1 2024 in Review

1,343 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q1 2024, worth a combined $22.6B — up 1.6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new SHEL positions and 73 closed out — a net gain of 48 holders — while 501 added to existing stakes and 460 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $363M. The largest seller was Arrowstreet Capital, cutting an estimated $509M.

  • 1,343 institutional investors held Shell (SHEL) as of Q1 2024, up from 1,312 in Q4 2023.
  • Funds reported $22.6B of Shell stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 121 funds opened new Shell positions in Q1 2024 and 73 closed out, a net change of +48 holders.
  • The largest Shell buyer in Q1 2024 was Fidelity Investments, an estimated $363M added.
  • The largest Shell seller in Q1 2024 was Arrowstreet Capital, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2024.