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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.2B +$363M +5,665,677 +13%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.57B +$37.7M +588,947 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.52B +$893K +13,933 +0.1%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.06B -$38.9M -606,851 -4%
OAG
5
Orbis Allan Gray
Bermuda
$692M +$111M +1,737,907 +20%
Morgan Stanley
6
Morgan Stanley
New York
$670M -$505M -7,880,051 -44%
Bank of America
7
Bank of America
North Carolina
$645M +$34.6M +540,667 +6%
BlackRock
8
BlackRock
New York
$592M -$6.57M -102,603 -1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$553M -$13.8M -215,894 -3%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$461M +$32.7M +509,717 +8%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$450M +$49.5M +772,736 +13%
Franklin Resources
12
Franklin Resources
California
$421M +$6.77M +105,588 +2%
Millennium Management
13
Millennium Management
New York
$345M +$57.7M +900,307 +21%
SI
14
Standard Investments
New York
$344M +$17.6M +275,000 +6%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$342M -$14.5M -226,513 -4%
Goldman Sachs
16
Goldman Sachs
New York
$293M +$3.94M +61,545 +1%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$284M +$245M +3,826,480 +935%
Pzena Investment Management
18
Pzena Investment Management
New York
$261M -$298K -4,652 -0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$244M -$4.28M -66,807 -2%
Holocene Advisors
20
Holocene Advisors
New York
$239M +$193M +3,008,150 +537%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$226M +$7.36M +114,806 +4%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$204M -$27M -420,832 -12%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$188M +$27.2M +424,088 +18%
Northern Trust
24
Northern Trust
Illinois
$182M +$1.18M +18,409 +0.7%
PFCS
25
Pale Fire Capital SE
Czech Republic
$177M +$20.7M +323,789 +14%
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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.