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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$44.6B -$482M -4,604,851 -1%
BlackRock
2
BlackRock
New York
$31.7B +$21.3M +203,291 +0.1%
State Street
3
State Street
Massachusetts
$24.5B -$519M -4,959,953 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.6B -$467M -4,458,959 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$9.31B +$1.91B +18,240,724 +29%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.14B +$241M +2,301,232 +3%
Bank of America
7
Bank of America
North Carolina
$7.65B +$750M +7,171,880 +12%
Morgan Stanley
8
Morgan Stanley
New York
$6.68B -$5.71B -54,572,400 -49%
Norges Bank
9
Norges Bank
Norway
$6.59B +$158M +1,511,126 +3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$5.25B +$280M +2,676,652 +6%
Northern Trust
11
Northern Trust
Illinois
$4.67B -$272M -2,598,254 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.21B -$400M -3,823,780 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.66B -$149M -1,428,761 -4%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$3.55B
Capital International Investors
15
Capital International Investors
California
$3.2B +$578M +5,523,429 +25%
Charles Schwab
16
Charles Schwab
California
$3.19B +$61.6M +589,108 +2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$3.12B +$2.23B +21,353,848 +389%
Fisher Asset Management
18
Fisher Asset Management
Washington
$3.07B +$1.39B +13,250,383 +101%
Franklin Resources
19
Franklin Resources
California
$2.96B +$1.66B +15,857,213 +165%
N
20
Nuveen
North Carolina
$2.65B -$21.8M -208,238 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$2.54B +$100M +957,070 +5%
Invesco
22
Invesco
Georgia
$2.5B +$151M +1,446,963 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.37B -$79.5M -760,271 -4%
Capital Research Global Investors
24
Capital Research Global Investors
California
$2.14B +$4.02M +38,433 +0.2%
Amundi
25
Amundi
France
$2.08B -$37.1M -354,584 -2%

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.