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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
GWSA
1326
Global Wealth Strategies & Associates
Colorado
$13.7K
KSWA
1327
Kathleen S. Wright Associates
Pennsylvania
$13.6K
PP
1328
Pacifica Partners
Canada
$13.6K -$7.15K -100 -35%
CTB
1329
Country Trust Bank
Illinois
$13.6K
CFS
1330
CGC Financial Services
Oregon
$13.4K
PMFA
1331
Plante Moran Financial Advisors
Michigan
$13.3K +$4.86K +68 +59%
AWM
1332
Avondale Wealth Management
Texas
$12.5K
NRG
1333
Nemes Rush Group
Michigan
$10.8K -$47K -657 -81%
GTAM
1334
Global Trust Asset Management
Florida
$10.8K
JGIA
1335
Jackson Grant Investment Advisers
Connecticut
$10.3K
GWSG
1336
GPS Wealth Strategies Group
Colorado
$10.1K
SRCM
1337
Signature Resources Capital Management
California
$10K
CTWM
1338
Cherry Tree Wealth Management
Minnesota
$9.74K +$9.65K +135 New
CPG
1339
Cornerstone Planning Group
New Jersey
$9.59K -$14.4K -202 -60%
VNA
1340
Valley National Advisers
Pennsylvania
$9K
LFG
1341
Larson Financial Group
Missouri
$8.37K
MLA
1342
MB, Levis & Associates
Pennsylvania
$7.44K +$71 +1 +1%
PA
1343
PSI Advisors
Florida
$7.36K
DF
1344
DecisionPoint Financial
Arizona
$7.32K
BCM
1345
Blume Capital Management
California
$7.22K
CIA
1346
Cape Investment Advisory
Georgia
$7.22K
EWM
1347
Evermay Wealth Management
Virginia
$7.22K
KFP
1348
Keener Financial Planning
Texas
$7K
BIM
1349
Breakwater Investment Management
Washington
$6.93K
RS
1350
Rakuten Securities
Japan
$6.79K -$1.79K -25 -21%

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.