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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
PIS
1301
POM Investment Strategies
North Carolina
$22K +$21.8K +305 New
CA
1302
Centerpoint Advisors
Massachusetts
$22K
UIA
1303
Ulland Investment Advisors
Minnesota
$22K
HC
1304
Hoese & Co
Minnesota
$21.8K
CPBTD
1305
Central Pacific Bank - Trust Division
Hawaii
$21.8K
SFA
1306
Semmax Financial Advisors
North Carolina
$21.7K
SC
1307
Stephens Consulting
Michigan
$21.7K
CC
1308
Cultivar Capital
Texas
$21.3K +$21.1K +295 New
FUBT
1309
First United Bank & Trust
Maryland
$19.1K
RWA
1310
Redmont Wealth Advisors
Illinois
$18.6K
KFS
1311
Kelly Financial Services
Massachusetts
$18.6K
RFG
1312
REAP Financial Group
Texas
$18.5K -$8.58K -120 -32%
DWM
1313
Dogwood Wealth Management
Kansas
$18.4K +$143 +2 +0.8%
AP
1314
Atwood & Palmer
Missouri
$17.8K
CBT
1315
Central Bank & Trust
Kentucky
$16.6K
ETC
1316
Exchange Traded Concepts
Oklahoma
$15.7K +$15.5K +217 New
CB
1317
Centennial Bank
Arkansas
$15.5K
FRA
1318
Front Row Advisors
California
$15.2K
FFL
1319
Financial Freedom LLC
Ohio
$14.9K +$14.7K +206 New
VF
1320
VitalStone Financial
Texas
$14.8K
CAM
1321
Costello Asset Management
Pennsylvania
$14.4K
PWMG
1322
Prestige Wealth Management Group
New Jersey
$14.4K
RAM
1323
Ramirez Asset Management
New York
$14.4K
KPP
1324
Kings Path Partners
Texas
$14.4K +$14.3K +200 New
VWWMG
1325
Vermillion & White Wealth Management Group
Pennsylvania
$13.9K

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.