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Shell
SHEL

1,352 hedge funds and large institutions have $23.8B invested in Shell in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 484 increasing their positions, 488 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $946M | Put options by funds: $460M

0.19% more ownership

Funds ownership: 5.62% → 5.81% (+0.19%)

1% less repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 488

2% less funds holding

Funds holding: 1,383 → 1,352 (-31)

7% less capital invested

Capital invested by funds: $25.6B → $23.8B (-$1.8B)

20% less first-time investments, than exits

New positions opened: 89 | Existing positions closed: 111

30% less funds holding in top 10

Funds holding in top 10: 33 → 23 (-10)

Holders
1,352
Holders Change
-31
Holders Change %
-2.24%
% of All Funds
19.41%
Holding in Top 10
23
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-30.3%
% of All Funds
0.33%
New
89
Increased
484
Reduced
488
Closed
111
Calls
$946M
Puts
$460M
Net Calls
+$485M
Net Calls Change
-$16.1M

Top Buyers

Rank Fund Capital Flow
1
Point72 Asset Management
Point72 Asset Management
Connecticut
+$256M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$231M
3
Jennison Associates
Jennison Associates
New York
+$139M
4
Marshall Wace
Marshall Wace
United Kingdom
+$70.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$66.3M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$220M
2
PFCS
Pale Fire Capital SE
Czech Republic
-$154M
3
SGM
Skye Global Management
Florida
-$87.9M
4
BlackRock
BlackRock
New York
-$83.5M
5
Invesco
Invesco
Georgia
-$71.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1326
Cranbrook Wealth Management
Michigan
$3.96K – – –
MWM
1327
Mascoma Wealth Management
New Hampshire
$3.56K – – –
DPW
1328
DiNuzzo Private Wealth
Pennsylvania
$3.3K – – –
AT
1329
Arlington Trust
Alabama
$3.3K +$3.54K +50 New
CAM
1330
ClariVest Asset Management
California
$3.14K – – –
OW
1331
Olistico Wealth
Oklahoma
$2.95K -$71 -1 -2%
AIP
1332
Ameritas Investment Partners
Nebraska
$2.93K – – –
AWM
1333
Abound Wealth Management
Tennessee
$2.84K – – –
TCM
1334
Tradewinds Capital Management
Washington
$2.84K – – –
CSWM
1335
Cassady Schiller Wealth Management
Ohio
$2.77K – – –
LIS
1336
Legacy Investment Solutions
Idaho
$2.16K +$2.34K +33 New
LWMI
1337
Legacy Wealth Management (Idaho)
Idaho
$2.16K +$2.34K +33 New
QPBE
1338
Quintet Private Bank (Europe)
Luxembourg
$2.11K +$283 +4 +14%
SC
1339
Swan Capital
Florida
$2.03K +$2.2K +31 New
VNA
1340
Valley National Advisers
Pennsylvania
$2K -$6.16K -87 -67%
OAJ
1341
Ogorek Anthony Joseph
New York
$2K +$2.55K +36 New
PMFA
1342
Plante Moran Financial Advisors
Michigan
$2K -$10.9K -154 -84%
DI
1343
DAGCO Inc
Ohio
$1.98K – – –
CJH
1344
Christopher J. Hasenberg
Wisconsin
$1.3K – – –
MIA
1345
MeadowBrook Investment Advisors
Michigan
$1.12K – – –
AFS
1346
Annapolis Financial Services
Maryland
$737 +$779 +11 New
GC
1347
Gould Capital
Washington
$660 – – –
VWA
1348
Valued Wealth Advisors
Utah
$420 – – –
FGC
1349
Financial Gravity Companies
Texas
$396 +$425 +6 New
MCM
1350
Manchester Capital Management
Vermont
$132 – – –
52 53
54
55 56

SHEL Hedge Fund Activity: Q3 2024 in Review

1,352 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shell (SHEL) for Q3 2024, worth a combined $23.8B — down 7% from $25.6B a quarter earlier.

Sellers outnumbered buyers: 111 funds closed out of SHEL and 89 opened new positions — a net loss of 22 holders — while 488 trimmed existing stakes and 484 added.

The largest buyer was Point72 Asset Management, adding an estimated $256M. The largest seller was GQG Partners, cutting an estimated $220M.

  • 1,352 institutional investors held Shell (SHEL) as of Q3 2024, down from 1,383 in Q2 2024.
  • Funds reported $23.8B of Shell stock for Q3 2024, down 7% quarter-over-quarter.
  • 89 funds opened new Shell positions in Q3 2024 and 111 closed out, a net change of -22 holders.
  • The largest Shell buyer in Q3 2024 was Point72 Asset Management, an estimated $256M added.
  • The largest Shell seller in Q3 2024 was GQG Partners, an estimated $220M sold.

Based on aggregated 13F filings for Q3 2024.