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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
IAA
1401
Ironsides Asset Advisors
North Carolina
-$794K -11,845 Closed
GC
1402
GFG Capital
Florida
-$793K -11,824 Closed
ES
1403
ETF Store
Kansas
-$780K -11,642 Closed
EW
1404
Evoke Wealth
California
-$778K -11,605 Closed
RPCONE
1405
Retirement Planning Company of New England
Rhode Island
-$727K -10,844 Closed
NL
1406
NWAM LLC
Washington
-$760K -10,635 Closed
BTWM
1407
Baker Tilly Wealth Management
Wisconsin
-$646K -9,636 Closed
DWM
1408
Dynasty Wealth Management
Florida
-$640K -9,546 Closed
AI
1409
Atom Investors
Texas
-$633K -9,435 Closed
SPG
1410
Strategic Planning Group
Utah
-$619K -9,232 Closed
MSS
1411
Mitchell Sinkler & Starr
Pennsylvania
-$558K -8,330 Closed
FC
1412
FORA Capital
Florida
-$467K -6,959 Closed
AA
1413
AlphaQ Advisors
Florida
-$365K -5,438 Closed
MCM
1414
Mengis Capital Management
Oregon
-$329K -4,910 Closed
FA
1415
FDx Advisors
Illinois
-$304K -4,537 Closed
SG Americas Securities
1416
SG Americas Securities
New York
-$300K -4,471 Closed
SPI
1417
Sutton Place Investors
New York
-$286K -4,262 Closed
FCBT
1418
First Citizens Bank & Trust
North Carolina
-$276K -4,116 Closed
SGCA
1419
Steel Grove Capital Advisors
Tennessee
-$276K -4,111 Closed
JGGDR
1420
JGP Global Gestao de Recursos
Brazil
-$266K -3,975 Closed
Squarepoint
1421
Squarepoint
New York
-$275K -3,845 Closed
CHAM
1422
Clear Harbor Asset Management
Connecticut
-$251K -3,746 Closed
MWM
1423
MBE Wealth Management
Wisconsin
-$247K -3,679 Closed
Fiera Capital (Canada)
1424
Fiera Capital (Canada)
Quebec, Canada
-$243K -3,624 Closed
OFS
1425
OneAscent Financial Services
Alabama
-$224K -3,338 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.