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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.48B +$1.02B +14,243,937 +30%
Fisher Asset Management
2
Fisher Asset Management
Washington
$1.73B +$43.7M +611,162 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.64B +$6.9M +96,549 +0.4%
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.09B -$53M -741,296 -5%
Morgan Stanley
5
Morgan Stanley
New York
$804M +$82.1M +1,148,827 +11%
OAG
6
Orbis Allan Gray
Bermuda
$756M +$11.2M +157,300 +2%
Bank of America
7
Bank of America
North Carolina
$688M -$6.47M -90,492 -0.9%
BlackRock
8
BlackRock
New York
$606M -$31.2M -436,063 -5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$587M -$7.8M -109,167 -1%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$509M +$12.6M +175,746 +3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$476M -$9.01M -126,009 -2%
Franklin Resources
12
Franklin Resources
California
$427M -$25.9M -361,931 -6%
SI
13
Standard Investments
New York
$396M +$25.4M +355,000 +7%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$351M -$17M -238,224 -5%
Goldman Sachs
15
Goldman Sachs
New York
$317M +$1.79M +25,087 +0.6%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$300M -$5.98M -83,719 -2%
Millennium Management
17
Millennium Management
New York
$294M -$76.6M -1,072,290 -21%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$274M +$11.2M +156,325 +4%
Pzena Investment Management
19
Pzena Investment Management
New York
$267M -$14.4M -201,239 -5%
HL
20
Harding Loevner
New Jersey
$230M +$204M +2,849,070 +834%
GQG Partners
21
GQG Partners
Florida
$225M +$223M +3,114,772 +83,394%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$222M -$20.7M -289,676 -9%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$221M +$1.33M +18,548 +0.6%
Holocene Advisors
24
Holocene Advisors
New York
$210M -$47.3M -661,575 -19%
Northern Trust
25
Northern Trust
Illinois
$197M +$1.54M +21,556 +0.8%

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.