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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
AWM
1326
Abound Wealth Management
Tennessee
$3.75K – – –
MWM
1327
Mascoma Wealth Management
New Hampshire
$3.62K – – –
DPW
1328
DiNuzzo Private Wealth
Pennsylvania
$3.35K – – –
CG
1329
Cutler Group
California
$3K +$2.88K +45 New
AIP
1330
Ameritas Investment Partners
Nebraska
$2.98K – – –
CAM
1331
ClariVest Asset Management
California
$2.94K +$128 +2 +5%
TCM
1332
Tradewinds Capital Management
Washington
$2.88K – – –
CSWM
1333
Cassady Schiller Wealth Management
Ohio
$2.82K +$2.69K +42 New
QPBE
1334
Quintet Private Bank (Europe)
Luxembourg
$2.13K -$320 -5 -16%
DI
1335
DAGCO Inc
Ohio
$2.01K +$1.92K +30 New
CJ
1336
Caitlin John
Michigan
$1.54K – – –
RWPA
1337
Richard W. Paul & Associates
Michigan
$1.48K – – –
MIA
1338
MeadowBrook Investment Advisors
Michigan
$1.14K – – –
LI
1339
LRI Investments
Florida
$1.07K +$1.02K +16 New
C
1340
Covestor
United Kingdom
$1K – – –
GC
1341
Gould Capital
Washington
$670 – – –
VWA
1342
Valued Wealth Advisors
Utah
$427 – – –
MCM
1343
Manchester Capital Management
Vermont
$135 +$128 +2 New
VWM
1344
Valley Wealth Managers
New Jersey
$18 – – –
ECU
1345
Egerton Capital (UK)
United Kingdom
– -$77.2M -1,173,260 Closed
LC
1346
L1 Capital
Australia
– -$49.1M -746,500 Closed
Optiver Holding
1347
Optiver Holding
Netherlands
– -$24.9M -389,086 Closed
ACG
1348
Aventail Capital Group
New York
– -$14.9M -227,190 Closed
Acadian Asset Management
1349
Acadian Asset Management
Massachusetts
– -$7.87M -119,553 Closed
Parallax Volatility Advisers
1350
Parallax Volatility Advisers
California
– -$3.4M -53,129 Closed
52 53
54
55 56

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.