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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
PAPAIJV
1351
Paragon Associates & Paragon Associates II Joint Venture
Texas
– -$2.63M -40,000 Closed
APM
1352
Advanced Portfolio Management
New York
– -$1.97M -30,000 Closed
FTUS
1353
Flow Traders U.S.
New York
– -$1.72M -26,192 Closed
CWP
1354
Capital Wealth Planning
Florida
– -$1.72M -26,160 Closed
PCM
1355
Penserra Capital Management
California
– -$1.72M -26,160 Closed
GWI
1356
Grace & White Inc
New York
– -$1.63M -24,816 Closed
ST
1357
SAL Trading
Pennsylvania
– -$1.32M -20,122 Closed
MIH
1358
Meitav Investment House
Israel
– -$1.06M -16,049 Closed
WIM
1359
Waverton Investment Management
United Kingdom
– -$806K -12,248 Closed
BWCS
1360
Beirne Wealth Consulting Services
Connecticut
– -$794K -12,062 Closed
Victory Capital Management
1361
Victory Capital Management
Texas
– -$695K -10,558 Closed
MWM
1362
Meridian Wealth Management
Kentucky
– -$689K -10,478 Closed
Twin Tree Management
1363
Twin Tree Management
Texas
– -$638K -9,953 Closed
BBVA
1364
Banco Bilbao Vizcaya Argentaria
Spain
– -$573K -8,719 Closed
CJFS
1365
Coulter & Justus Financial Services
Tennessee
– -$489K -7,431 Closed
RGF
1366
Retirement Guys Formula
Ohio
– -$427K -6,955 Closed
LCWP
1367
Legacy Capital Wealth Partners
Arkansas
– -$438K -6,651 Closed
FNT
1368
First National Trust
Pennsylvania
– -$434K -6,597 Closed
RWA
1369
Redhawk Wealth Advisors
Minnesota
– -$427K -6,490 Closed
SI
1370
Saxon Interests
Texas
– -$419K -6,365 Closed
LWM
1371
Laidlaw Wealth Management
New York
– -$368K -5,589 Closed
EB
1372
Eastern Bank
Massachusetts
– -$365K -5,550 Closed
CWM
1373
Congress Wealth Management
Massachusetts
– -$358K -5,444 Closed
OWA
1374
Outlook Wealth Advisors
Texas
– -$358K -5,441 Closed
DTL
1375
Dynamic Technology Lab
Singapore
– -$355K -5,394 Closed
53 54
55
56 57

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.