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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
EPAM
151
Euro Pacific Asset Management
Puerto Rico
$13.2M -$303K -4,237 -2%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$13.2M +$3.74M +52,390 +40%
FNBT
153
FineMark National Bank & Trust
Florida
$13M -$89.6K -1,254 -0.7%
CK
154
Cohen Klingenstein
New York
$12.6M -$272K -3,800 -2%
DADC
155
D.A. Davidson & Co
Montana
$12.6M -$640K -8,952 -5%
CCB
156
Country Club Bank
Missouri
$12.6M -$198K -2,772 -2%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$12.4M -$307K -4,301 -2%
AIA
158
Allied Investment Advisors
Montana
$12.4M -$23.4K -328 -0.2%
CGH
159
Crossmark Global Holdings
Texas
$12.2M -$111K -1,549 -0.9%
Charles Schwab
160
Charles Schwab
California
$12M +$2.52M +35,200 +27%
SI
161
Stephens Inc
Arkansas
$11.8M -$232K -3,239 -2%
SCP
162
Stamos Capital Partners
California
$11.6M -$659K -9,220 -5%
LI
163
LMCG Investments
Massachusetts
$11.3M +$314K +4,394 +3%
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$11.3M -$79.8K -1,117 -0.7%
EIA
165
Edgemoor Investment Advisors
Maryland
$11.2M +$815K +11,407 +8%
Marshall Wace
166
Marshall Wace
United Kingdom
$11M +$6.49M +90,746 +148%
SA
167
Sanctuary Advisors
Indiana
$10.5M +$10.2M +143,369 New
AAS
168
Avantax Advisory Services
Texas
$10.5M +$2.66M +37,148 +34%
SIA
169
Sit Investment Associates
Minnesota
$10.5M -$72.2K -1,010 -0.7%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$10.4M -$33.8K -473 -0.3%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$10.3M -$1.04M -14,491 -9%
PFPT
172
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.3M +$358K +5,008 +4%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$10.3M +$792K +11,086 +8%
WC
174
Woodstock Corp
Massachusetts
$10.1M +$276K +3,868 +3%
CCM
175
Callodine Capital Management
Massachusetts
$9.94M -$4.45M -62,243 -31%

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.