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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
LFG
1301
Larson Financial Group
Missouri
$7.78K -$13.3K -207 -64%
TCM
1302
TruNorth Capital Management
Michigan
$7.58K +$7.24K +113 New
DF
1303
DecisionPoint Financial
Arizona
$7.33K +$6.41K +100 New
FSWA
1304
Financial Synergies Wealth Advisors
Texas
$6.95K -$33.3K -519 -83%
RTL
1305
Red Tortoise LLC
Georgia
$6.91K – – –
MLA
1306
MB, Levis & Associates
Pennsylvania
$6.84K +$64 +1 +1%
PA
1307
PSI Advisors
Florida
$6.84K – – –
CIA
1308
Cape Investment Advisory
Georgia
$6.7K -$17.2K -268 -73%
EWM
1309
Evermay Wealth Management
Virginia
$6.7K -$6.41K -100 -50%
BCM
1310
Blume Capital Management
California
$6.7K – – –
FWM
1311
FSA Wealth Management
Massachusetts
$6.7K – – –
BIM
1312
Breakwater Investment Management
Washington
$6.44K +$6.15K +96 New
DFA
1313
DHJJ Financial Advisors
Illinois
$6.03K – – –
MSG
1314
Main Street Group
Virginia
$5.64K +$5.32K +83 New
SR
1315
Syntax Research
Florida
$5.57K – – –
PCWA
1316
Pacific Capital Wealth Advisors
California
$5.3K +$5.06K +79 New
QC
1317
Quent Capital
New York
$4.83K – – –
WIA
1318
Wetzel Investment Advisors
Indiana
$4.69K – – –
AGWCA
1319
Annis Gardner Whiting Capital Advisors
Florida
$4.56K -$4.81K -75 -52%
WAS
1320
Winch Advisory Services
Wisconsin
$4.49K +$64 +1 +2%
SIC
1321
SJS Investment Consulting
Ohio
$4.42K +$4.23K +66 New
PSB
1322
Piscataqua Savings Bank
New Hampshire
$4.42K – – –
BAM
1323
Byrne Asset Management
New Jersey
$4.29K – – –
BIA
1324
Bell Investment Advisors
California
$4.09K – – –
CWM
1325
Cranbrook Wealth Management
Michigan
$4.02K – – –
51 52
53
54 55

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.