We are live on ! Find out more

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
WCM
101
Wedge Capital Management
North Carolina
$24.4M +$3.35M +46,894 +16%
RJFSA
102
Raymond James Financial Services Advisors
Florida
$24.2M -$1.09M -15,188 -4%
WIC
103
Willis Investment Counsel
Georgia
$24.2M -$15K -210 -0.1%
SAM
104
Stansberry Asset Management
Texas
$24.1M -$265K -3,706 -1%
Mariner
105
Mariner
Kansas
$24.1M +$275K +3,847 +1%
CFIA
106
Cantor Fitzgerald Investment Advisors
New York
$23.7M -$510K -7,138 -2%
SEI Investments
107
SEI Investments
Pennsylvania
$23.4M +$1.8M +25,143 +8%
NWM
108
Nicola Wealth Management
British Columbia, Canada
$23.1M -$2.64M -37,000 -10%
Cerity Partners
109
Cerity Partners
New York
$22.9M -$540K -7,549 -2%
TNB
110
Thomasville National Bank
Georgia
$22.9M +$580K +8,109 +3%
GCC
111
Guardian Capital (Canada)
Ontario, Canada
$22.3M -$96K -1,343 -0.4%
Truist Financial
112
Truist Financial
North Carolina
$22.1M +$524K +7,327 +2%
Creative Planning
113
Creative Planning
Kansas
$21.1M +$2.12M +29,677 +11%
Citigroup
114
Citigroup
New York
$20.8M +$163K +2,285 +0.8%
ACA
115
Anchor Capital Advisors
Massachusetts
$20.4M -$44.7K -625 -0.2%
WJA
116
Willis Johnson & Associates
Texas
$19.7M +$3.58M +50,072 +22%
LCM
117
Logan Capital Management
Pennsylvania
$19M -$453K -6,337 -2%
HPG
118
Harvest Portfolios Group
Ontario, Canada
$18.9M -$3.01M -42,103 -14%
Macquarie Group
119
Macquarie Group
Australia
$18.9M -$21M -293,667 -53%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$18.8M +$2.48M +34,661 +15%
GD
121
Grandfield & Dodd
New York
$18.4M -$48.5K -678 -0.3%
NEI
122
Northwest & Ethical Investments
Ontario, Canada
$18M -$69.8K -976 -0.4%
GL
123
Gemsstock Ltd
United Kingdom
$17.9M -$179K -2,500 -1%
KFC
124
Klingenstein Fields & Co
New York
$17.2M +$51K +713 +0.3%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$16.9M +$52.5K +734 +0.3%

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.