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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
DMBA
2501
Deseret Mutual Benefit Administrators
Utah
$937K +$91.3K +873 +12%
HFP
2502
Holistic Financial Partners
Indiana
$936K +$47.3K +452 +6%
Kayne Anderson Rudnick Investment Management
2503
Kayne Anderson Rudnick Investment Management
California
$933K -$121K -1,154 -13%
CUAMC
2504
China Universal Asset Management Company
China
$933K +$840K +8,025 New
FFO
2505
Fiduciary Family Office
Florida
$932K +$191K +1,824 +29%
PAM
2506
Pegasus Asset Management
New York
$931K +$49.5K +473 +6%
AWM
2507
Avaii Wealth Management
Wisconsin
$930K -$2.83K -27 -0.3%
CU
2508
Cornell University
New York
$930K
SIA
2509
SeaBridge Investment Advisors
New Jersey
$930K +$108K +1,029 +15%
WFAG
2510
Worth Financial Advisory Group
North Carolina
$930K +$75K +717 +10%
AC
2511
Avenir Corporation
Virginia
$929K
DL
2512
DOHJ LLC
Washington
$927K +$63.4K +606 +8%
NFG
2513
Northeast Financial Group
Pennsylvania
$926K +$157K +1,496 +23%
PPWM
2514
Paragon Private Wealth Management
Kentucky
$924K +$23.3K +223 +3%
VWA
2515
VERITY Wealth Advisors
United States
$923K
CWM
2516
Centurion Wealth Management
Virginia
$921K -$96.9K -926 -10%
HI
2517
Hendershot Investments
Virginia
$920K
PRI
2518
Prepared Retirement Institute
Pennsylvania
$920K -$313K -2,995 -27%
DPI
2519
Diversified Portfolios Inc
Michigan
$920K -$61.5K -588 -7%
QFA
2520
Quantum Financial Advisors
California
$917K +$329K +3,148 +66%
HWP
2521
Heritage Wealth Partners
Ohio
$917K
AWM
2522
Aprio Wealth Management
Georgia
$915K +$225K +2,151 +38%
GS
2523
Gagnon Securities
New York
$915K -$152K -1,453 -16%
LWMNY
2524
Landmark Wealth Management (New York)
New York
$913K -$26.2K -250 -3%
FEM
2525
Fulcrum Equity Management
Texas
$913K +$154K +1,471 +23%

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.