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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
AIM
1401
Arcadia Investment Management
Michigan
– -$64.7K -984 Closed
FWM
1402
Focused Wealth Management
New York
– -$62.9K -956 Closed
DAC
1403
Dividend Assets Capital
South Carolina
– -$57K -859 Closed
TWM
1404
Tradition Wealth Management
Minnesota
– -$40K -602 Closed
AFIA
1405
America First Investment Advisors
Nebraska
– -$36.3K -551 Closed
LF
1406
Lee Financial
Texas
– -$24.4K -371 Closed
TVAMP
1407
Tennessee Valley Asset Management Partners
Tennessee
– -$16.1K -244 Closed
RCM
1408
Raleigh Capital Management
North Carolina
– -$15.2K -230 Closed
NA
1409
Nordwand Advisors
Pennsylvania
– -$9.08K -138 Closed
BCM
1410
Bourgeon Capital Management
Connecticut
– -$6.71K -102 Closed
SHIM
1411
Stone House Investment Management
Pennsylvania
– -$6.03K -92 Closed
FBC
1412
Fairfield, Bush & Co
Connecticut
– -$5K -76 Closed
PWMG
1413
Private Wealth Management Group
New Jersey
– -$4.93K -75 Closed
EAM
1414
Eukles Asset Management
Ohio
– -$4.61K -70 Closed
AT
1415
Arlington Trust
Alabama
– -$4.54K -69 Closed
NFA
1416
Northwest Financial Advisors
Virginia
– -$4.21K -64 Closed
RIM
1417
Rockbridge Investment Management
New York
– -$2.44K -37 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.