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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
OPTFSNA
1251
Old Point Trust & Financial Services N A
Virginia
$50.6K -$128K -1,785 -72%
CPG
1252
Custom Portfolio Group
Colorado
$50.5K
FG
1253
Fairman Group
Pennsylvania
$49.7K
Zurich Cantonal Bank
1254
Zurich Cantonal Bank
Switzerland
$48.6K +$48.2K +674 New
RMC
1255
Resources Management Corp
Connecticut
$48K
IFAM
1256
Institutional & Family Asset Management
Colorado
$46.6K
LI
1257
LRI Investments
Florida
$45.7K +$44.1K +617 +3,856%
CA
1258
Continuum Advisory
Idaho
$45.5K -$5.43K -76 -11%
MFA
1259
McClarren Financial Advisors
Pennsylvania
$44K -$35K -489 -77%
HGERS
1260
Householder Group Estate & Retirement Specialist
Arizona
$44K +$30.4K +425 +217%
RTL
1261
Red Tortoise LLC
Georgia
$43.5K +$35.7K +500 +485%
FPFS
1262
First Personal Financial Services
North Carolina
$40.4K
CFD
1263
Creative Financial Designs
Indiana
$39.9K +$10.8K +151 +38%
TCM
1264
TD Capital Management
Tennessee
$39.7K
GFPC
1265
Global Financial Private Client
Florida
$38.4K
GGI
1266
Godsey & Gibb Inc
Virginia
$38.4K +$16.6K +232 +77%
TIM
1267
Tortoise Investment Management
New York
$36.4K +$71 +1 +0.2%
FFA
1268
Fairfield Financial Advisors
Massachusetts
$36.1K +$35.7K +500 New
OA
1269
Operose Advisors
Wisconsin
$35.7K
FGA
1270
Fortis Group Advisors
New Jersey
$35.5K
EC
1271
EntryPoint Capital
New York
$34.5K +$34.2K +478 New
JFA
1272
JNBA Financial Advisors
Minnesota
$33.8K
CWP
1273
Concord Wealth Partners
Virginia
$33.5K
MFG
1274
Mendota Financial Group
Wisconsin
$33.2K +$3.22K +45 +11%
AFWM
1275
Abich Financial Wealth Management
Virginia
$32.8K

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.