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
IWA
176
IBEX Wealth Advisors
New Jersey
$9.89M -$105K -1,472 -1%
BFA
177
Bragg Financial Advisors
North Carolina
$9.61M +$201K +2,809 +2%
Jane Street
178
Jane Street
New York
$9.61M +$5.89M +82,341 +162%
JCM
179
Janney Capital Management
Pennsylvania
$9.36M -$96.8K -1,354 -1%
Federated Hermes
180
Federated Hermes
Pennsylvania
$9.35M -$141K -1,971 -1%
Mirae Asset Global ETFs Holdings
181
Mirae Asset Global ETFs Holdings
Hong Kong
$9.34M +$9.25M +129,425 New
TWC
182
TD Waterhouse Canada
Ontario, Canada
$9.25M +$530K +7,416 +6%
NRS
183
Neville Rodie & Shaw
New York
$9.12M -$122K -1,700 -1%
MML Investors Services
184
MML Investors Services
Massachusetts
$9.02M -$433K -6,057 -5%
ECG
185
Edge Capital Group
Georgia
$8.99M +$221K +3,096 +3%
EGA
186
Eagle Global Advisors
Texas
$8.97M +$292K +4,080 +3%
BIC
187
Beach Investment Counsel
Pennsylvania
$8.97M -$4.66M -65,153 -34%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$8.9M +$325K +4,550 +4%
AHC
189
Adell Harriman & Carpenter
Texas
$8.68M +$501K +7,011 +6%
PFS
190
Prospera Financial Services
Texas
$8.59M +$367K +5,132 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
191
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.42M +$7.32M +102,444 +721%
SMI
192
Shelter Mutual Insurance
Missouri
$8.21M
LG
193
Leuthold Group
Minnesota
$8.13M -$73.9K -1,034 -0.9%
SSB
194
Sandy Spring Bank
Maryland
$8.12M +$21.9K +306 +0.3%
TC
195
TownSquare Capital
Utah
$8.04M -$89.8K -1,257 -1%
RCM
196
Regency Capital Management
Hawaii
$7.88M +$244K +3,420 +3%
CCM
197
Cutler Capital Management
Massachusetts
$7.86M +$43.1K +603 +0.6%
EIA
198
Eastover Investment Advisors
North Carolina
$7.76M +$35K +489 +0.5%
PA
199
Pinnacle Associates
New York
$7.72M -$1.7M -23,740 -18%
AAM
200
Augustine Asset Management
Florida
$7.64M +$47.6K +666 +0.6%

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.