We are live on ! Find out more

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
DI
1376
DAGCO Inc
Ohio
$2.17K
SGC
1377
Slocum, Gordon & Co
Rhode Island
$2.17K +$2.14K +30 New
BFA
1378
Brown Financial Advisors
Ohio
$1.66K +$1.64K +23 New
CJH
1379
Christopher J. Hasenberg
Wisconsin
$1.37K +$1.36K +19 New
MIA
1380
MeadowBrook Investment Advisors
Michigan
$1.23K
C
1381
Covestor
United Kingdom
$1K -$214 -3 -30%
GC
1382
Gould Capital
Washington
$722
VWA
1383
Valued Wealth Advisors
Utah
$459
MCM
1384
Manchester Capital Management
Vermont
$145
VWM
1385
Valley Wealth Managers
New Jersey
$19
Arrowstreet Capital
1386
Arrowstreet Capital
Massachusetts
-$108M -1,616,408 Closed
Qube Research & Technologies (QRT)
1387
Qube Research & Technologies (QRT)
United Kingdom
-$23.3M -347,139 Closed
SGDR
1388
SPX Gestao de Recursos
Brazil
-$14.1M -210,680 Closed
Mirae Asset Global Investments
1389
Mirae Asset Global Investments
South Korea
-$7.79M -116,199 Closed
CC
1390
Covalis Capital
United Kingdom
-$6.59M -98,313 Closed
HWM
1391
Hohimer Wealth Management
Washington
-$6.03M -90,002 Closed
CC
1392
Carlson Capital
Texas
-$5.7M -85,000 Closed
MHI
1393
Miller Howard Investments
New York
-$5.36M -80,000 Closed
HT
1394
HAP Trading
New York
-$2.51M -37,441 Closed
GAA
1395
Global Assets Advisory
Florida
-$502K -34,096 Closed
HF
1396
HRT Financial
New York
-$1.48M -22,145 Closed
LNC
1397
Lincoln National Corp
Pennsylvania
-$1.05M -15,699 Closed
FRM
1398
Fox Run Management
Connecticut
-$991K -14,788 Closed
CFM
1399
Coronation Fund Managers
South Africa
-$947K -14,133 Closed
RCM
1400
Radnor Capital Management
Pennsylvania
-$894K -13,342 Closed

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.