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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
HBW
1226
Hazlett, Burt & Watson
West Virginia
$73K +$286 +4 +0.4%
GJWM
1227
Gilliland Jeter Wealth Management
Arkansas
$72.2K
LB
1228
Legacy Bridge
Iowa
$72.2K
SSG
1229
Summit Securities Group
New York
$72K -$28.6K -400 -29%
ADL
1230
Asset Dedication LLC
California
$70.8K +$35.7K +499 +104%
WWP
1231
WR Wealth Planners
Missouri
$70.2K -$643 -9 -0.9%
IUHSA
1232
Itau Unibanco Holding S.A.
Brazil
$69.7K +$69K +966 New
KFI
1233
Key Financial Inc
Pennsylvania
$65K +$8.01K +112 +14%
PCA
1234
Providence Capital Advisors
North Carolina
$63.5K
AIC
1235
Archer Investment Corporation
Indiana
$62.5K +$429 +6 +0.7%
CTA
1236
Colonial Trust Advisors
South Carolina
$61.9K +$14.3K +200 +30%
OLVIG
1237
Oliver Lagore Vanvalin Investment Group
Michigan
$61.2K +$43.4K +607 +252%
RWMG
1238
Redwood Wealth Management Group
New Jersey
$60.4K +$59.8K +837 New
GKIM
1239
GW&K Investment Management
Massachusetts
$59K
CSB
1240
City State Bank
Iowa
$59K -$357 -5 -0.6%
SWA
1241
SOA Wealth Advisors
New York
$58.8K
FCMT
1242
Founders Capital Management (Texas)
Texas
$55.6K
IGWM
1243
ICA Group Wealth Management
Colorado
$55.3K -$56.7K -793 -51%
MSFP
1244
Mark Sheptoff Financial Planning
Connecticut
$54.1K
TFM
1245
TFC Financial Management
Massachusetts
$53.5K
WB
1246
Webster Bank
Connecticut
$53.3K -$57.2K -800 -52%
CSC
1247
Caldwell Sutter Capital
California
$53.3K
NFSG
1248
Newbridge Financial Services Group
Florida
$51.8K +$40.6K +568 +379%
BHWM
1249
Beaird Harris Wealth Management
Texas
$51.6K +$22.9K +321 +81%
MA
1250
MCF Advisors
Kentucky
$51.4K

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.