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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
FC
1276
Fairscale Capital
New Hampshire
$32.7K +$32.2K +450 New
TWP
1277
Triad Wealth Partners
Kansas
$31.5K +$31.2K +436 New
MSWM
1278
Mowery & Schoenfeld Wealth Management
Illinois
$30.9K
SWC
1279
Spectrum Wealth Counsel
Indiana
$30.8K
CAM
1280
Creekmur Asset Management
Illinois
$29K +$5K +70 +21%
GIA
1281
GHP Investment Advisors
Colorado
$28.9K
YDMI
1282
Y.D. More Investments
Israel
$28.9K
TSWM
1283
Tyler-Stone Wealth Management
Ohio
$28.7K +$214 +3 +0.8%
PWA
1284
Provenance Wealth Advisors
Florida
$28.1K
WAG
1285
Wiser Advisor Group
Arizona
$26.3K +$357 +5 +1%
HGA
1286
Hobbs Group Advisors
South Carolina
$26.1K +$25.9K +362 New
PPC
1287
Park Place Capital
Alabama
$25.6K -$6.5K -91 -20%
PCMC
1288
Planning Capital Management Corporation
Pennsylvania
$25.4K
T2I
1289
Turim 21 Investimentos
Brazil
$24.9K
TC
1290
Trust Company
Kansas
$24.8K
NECFA
1291
New England Capital Financial Advisors
Connecticut
$24.4K
CP
1292
Castleview Partners
Texas
$23.6K
FFA
1293
Frazier Financial Advisors
Ohio
$23.5K +$6.5K +91 +39%
TC
1294
Tacita Capital
Ontario, Canada
$23.3K
RFA
1295
Register Financial Advisors
Georgia
$23.2K
SL
1296
Salomon & Ludwin
Virginia
$23K -$8.08K -113 -26%
SVCP
1297
Silicon Valley Capital Partners
California
$22.9K +$214 +3 +1%
HWM
1298
HighMark Wealth Management
Minnesota
$22.8K -$572 -8 -2%
CWC
1299
Carolinas Wealth Consulting
North Carolina
$22.4K +$1.14K +16 +5%
BONH
1300
Bank of New Hampshire
New Hampshire
$22.4K

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.