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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
SC
126
Sapient Capital
Indiana
$16.2M -$120K -1,673 -0.7%
DC
127
Davenport & Co
Virginia
$16.2M -$1.08M -15,062 -6%
OAM
128
Oppenheimer Asset Management
New York
$16.1M +$3.39M +47,396 +27%
M&T Bank
129
M&T Bank
New York
$16.1M +$51.5K +720 +0.3%
AAIM
130
American Assets Investment Management
California
$16M
RL
131
Ruffer LLP
United Kingdom
$15.9M +$15.7M +220,000 New
BCM
132
Becker Capital Management
Oregon
$15.5M -$170K -2,380 -1%
ECM
133
Evergreen Capital Management
Washington
$15.3M +$20K +280 +0.1%
CI Investments Inc
134
CI Investments Inc
Ontario, Canada
$15.3M -$796K -11,141 -5%
SDIC
135
South Dakota Investment Council
South Dakota
$15.3M -$1.28M -17,896 -8%
GT
136
Glenmede Trust
Pennsylvania
$15M +$2.38M +33,264 +19%
GL
137
Governors Lane
New York
$14.9M +$14.8M +207,000 New
Osaic Holdings
138
Osaic Holdings
Arizona
$14.9M -$1.01M -14,170 -6%
DKCM
139
Davidson Kempner Capital Management
New York
$14.8M -$10.3M -144,713 -41%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$14.8M +$241K +3,374 +2%
EHC
141
Everett Harris & Co
California
$14.3M +$2.15M +30,095 +18%
NAAA
142
New Age Alpha Advisors
New York
$14.3M
QCM
143
QRG Capital Management
Illinois
$14.2M +$690K +9,658 +5%
TAM
144
Tocqueville Asset Management
New York
$14M -$128K -1,789 -0.9%
SC
145
Scotia Capital
Ontario, Canada
$13.7M +$638K +8,923 +5%
Focus Partners Wealth
146
Focus Partners Wealth
Massachusetts
$13.7M +$8.35M +116,769 +161%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$13.5M +$2.16M +30,155 +19%
MNA
148
Manning & Napier Advisors
New York
$13.5M +$13.4M +186,937 New
VHAM
149
Van Hulzen Asset Management
California
$13.4M -$715K -10,000 -5%
Adage Capital Partners
150
Adage Capital Partners
Massachusetts
$13.4M +$8.58M +120,000 +185%

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.