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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
DFA
1351
DHJJ Financial Advisors
Illinois
$6.5K
TCG
1352
Transcendent Capital Group
Oklahoma
$6.13K +$6.08K +85 New
MSG
1353
Main Street Group
Virginia
$6.05K
SR
1354
Syntax Research
Florida
$5.99K
QC
1355
Quent Capital
New York
$5.2K
MWA
1356
MFA Wealth Advisors
Pennsylvania
$5.13K +$5.08K +71 New
BIA
1357
Bell Investment Advisors
California
$4.98K +$572 +8 +13%
WAS
1358
Winch Advisory Services
Wisconsin
$4.88K +$71 +1 +1%
SIC
1359
SJS Investment Consulting
Ohio
$4.76K
PSB
1360
Piscataqua Savings Bank
New Hampshire
$4.76K
BAM
1361
Byrne Asset Management
New Jersey
$4.57K
WIA
1362
Wetzel Investment Advisors
Indiana
$4.42K
CWM
1363
Cranbrook Wealth Management
Michigan
$4.33K
MWM
1364
Mascoma Wealth Management
New Hampshire
$3.9K
DPW
1365
DiNuzzo Private Wealth
Pennsylvania
$3.61K
HWA
1366
HHM Wealth Advisors
Tennessee
$3.25K -$40.4K -565 -93%
OW
1367
Olistico Wealth
Oklahoma
$3.23K +$3.22K +45 New
AIP
1368
Ameritas Investment Partners
Nebraska
$3.21K
CAM
1369
ClariVest Asset Management
California
$3.14K
AWM
1370
Abound Wealth Management
Tennessee
$3.1K -$929 -13 -23%
TCM
1371
Tradewinds Capital Management
Washington
$3.1K
CSWM
1372
Cassady Schiller Wealth Management
Ohio
$3.03K
TJHA
1373
Thomas J. Herzfeld Advisors
Florida
$2.6K +$2.57K +36 New
EFP
1374
EnRich Financial Partners
Wisconsin
$2.38K +$2.36K +33 New
QPBE
1375
Quintet Private Bank (Europe)
Luxembourg
$2.31K +$71 +1 +4%

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.