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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
JWM
2626
Jupiter Wealth Management
Colorado
$813K +$209K +2,000 +40%
NPT
2627
National Philanthropic Trust
Pennsylvania
$813K -$185K -1,769 -20%
RWP
2628
Revolve Wealth Partners
New Jersey
$812K -$1.78K -17 -0.2%
LAM
2629
Lountzis Asset Management
Pennsylvania
$812K +$47.1K +450 +7%
CSPAM
2630
Cary Street Partners Asset Management
Virginia
$812K +$31.2K +298 +4%
BSC
2631
Brown Shipley & Co
United Kingdom
$811K -$43.4K -415 -6%
Q
2632
QVR
California
$810K +$729K +6,970 New
GAM
2633
Grandview Asset Management
Pennsylvania
$810K +$37.7K +360 +5%
S
2634
Sunpointe
Missouri
$809K +$6.38K +61 +0.9%
RFA
2635
RTD Financial Advisors
Pennsylvania
$809K
MLA
2636
MB, Levis & Associates
Pennsylvania
$808K +$1.88K +18 +0.3%
SIC
2637
SJS Investment Consulting
Ohio
$807K +$26.9K +257 +4%
MWM
2638
Marion Wealth Management
Pennsylvania
$801K +$34.5K +330 +5%
CVA
2639
Central Valley Advisors
California
$800K +$942 +9 +0.1%
PPW
2640
Parcion Private Wealth
Washington
$799K
LAM
2641
Lingohr Asset Management
Germany
$799K +$153K +1,462 +27%
FFL
2642
Financial Freedom LLC
Ohio
$798K +$4.71K +45 +0.7%
SGK
2643
Steigerwald Gordon & Koch
Virginia
$798K +$41.5K +397 +6%
RAM
2644
Redmond Asset Management
Virginia
$797K -$20.9K -200 -3%
FA
2645
Fermata Advisors
California
$796K -$92.1K -880 -11%
NC
2646
NovaPoint Capital
Georgia
$794K +$22.2K +212 +3%
EBSAM
2647
Eubel Brady & Suttman Asset Management
Ohio
$793K +$18.8K +180 +3%
CA
2648
Cambridge Advisors
Nebraska
$793K -$7.74K -74 -1%
NECFA
2649
New England Capital Financial Advisors
Connecticut
$791K -$271K -2,593 -28%
SIAP
2650
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$791K +$1.26K +12 +0.2%

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.