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ExxonMobil

3,801 hedge funds and large institutions have $290B invested in ExxonMobil in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,711 increasing their positions, 1,433 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 138

23% more call options, than puts

Call options by funds: $6.9B | Put options by funds: $5.62B

19% more repeat investments, than reductions

Existing positions increased: 1,711 | Existing positions reduced: 1,433

15% more capital invested

Capital invested by funds: $251B → $290B (+$38.8B)

15% more funds holding in top 10

Funds holding in top 10: 237273 (+36)

1% more funds holding

Funds holding: 3,7563,801 (+45)

0.48% more ownership

Funds ownership: 62.64%63.12% (+0.48%)

Holders
3,801
Holders Change
+45
Holders Change %
+1.2%
% of All Funds
54.75%
Holding in Top 10
273
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.19%
% of All Funds
3.93%
New
231
Increased
1,711
Reduced
1,433
Closed
138
Calls
$6.9B
Puts
$5.62B
Net Calls
+$1.28B
Net Calls Change
+$669M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
301
KBC Group
Belgium
$43M -$80.1M -766,006 -67%
Wealthfront Advisers
302
Wealthfront Advisers
California
$42.5M +$626K +5,983 +2%
MAM
303
Martingale Asset Management
Massachusetts
$42.2M -$6.94M -66,323 -15%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$42.2M +$8.76M +83,757 +30%
CA
305
Cetera Advisors
Colorado
$42M +$16.2M +154,794 +75%
Connor, Clark & Lunn Investment Management (CC&L)
306
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$41.9M -$23.6M -225,599 -39%
QP
307
Quilter Plc
United Kingdom
$41.6M +$3.66M +34,968 +11%
IMPI
308
Ilmarinen Mutual Pension Insurance
Finland
$41.6M -$6.75M -64,500 -15%
GIBU
309
Gulf International Bank (UK)
United Kingdom
$41.2M +$691K +6,609 +2%
PCIA
310
Prime Capital Investment Advisors
Kansas
$41.1M +$8.91M +85,158 +32%
CI
311
Conning Inc
Connecticut
$41.1M +$3.55M +33,929 +11%
AM
312
AGF Management
Ontario, Canada
$40.1M -$1.65M -15,762 -4%
TI
313
Tidal Investments
Wisconsin
$39.6M +$33K +315 +0.1%
ACM
314
Aquatic Capital Management
Illinois
$39.5M -$21.6M -206,000 -38%
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$39.5M +$2.75M +26,300 +8%
Lido Advisors
316
Lido Advisors
California
$39.2M +$645K +6,167 +2%
WJWM
317
Williams Jones Wealth Management
New York
$38.3M -$393K -3,754 -1%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$38.3M -$20.5M -195,562 -37%
UIM
319
USS Investment Management
United Kingdom
$38M
PR
320
Payden & Rygel
California
$37.8M +$7.3M +69,800 +27%
PRIG
321
Payden & Rygel Investment Group
California
$37.8M +$34.1M +325,450 New
BTIM
322
BancFirst Trust & Investment Management
Oklahoma
$37.8M +$349K +3,337 +1%
HPC
323
HM Payson & Co
Maine
$37.4M -$265K -2,532 -0.8%
SAAM
324
Solus Alternative Asset Management
New Jersey
$37.3M
CSIC
325
Clifford Swan Investment Counsel
California
$37.3M -$981K -9,380 -3%

XOM Hedge Fund Activity: Q1 2024 in Review

3,801 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2024, worth a combined $290B — up 15% from $251B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new XOM positions and 138 closed out — a net gain of 93 holders — while 1,711 added to existing stakes and 1,433 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.23B. The largest seller was Morgan Stanley, cutting an estimated $5.71B.

  • 3,801 institutional investors held ExxonMobil (XOM) as of Q1 2024, up from 3,756 in Q4 2023.
  • Funds reported $290B of ExxonMobil stock for Q1 2024, up 15% quarter-over-quarter.
  • 231 funds opened new ExxonMobil positions in Q1 2024 and 138 closed out, a net change of +93 holders.
  • The largest ExxonMobil buyer in Q1 2024 was Wellington Management Group, an estimated $2.23B added.
  • The largest ExxonMobil seller in Q1 2024 was Morgan Stanley, an estimated $5.71B sold.

Based on aggregated 13F filings for Q1 2024.