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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
BIA
2651
Barry Investment Advisors
Massachusetts
$789K -$32.2K -308 -4%
IAP
2652
Indie Asset Partners
Indiana
$789K +$6.8K +65 +1%
AIA
2653
Arbor Investment Advisors
North Carolina
$788K +$1.67K +16 +0.2%
OC
2654
Opinicus Capital
Florida
$788K +$225K +2,146 +46%
CCA
2655
Conestoga Capital Advisors
Pennsylvania
$788K
EFH
2656
Eaton Financial Holdings
Florida
$788K +$709K +6,777 New
VCM
2657
Vivaldi Capital Management
Illinois
$787K -$113K -1,084 -14%
ES
2658
ETF Store
Kansas
$787K -$3.24K -31 -0.5%
SAM
2659
S.A. Mason
Michigan
$785K +$22.8K +218 +3%
CFO
2660
Callan Family Office
Pennsylvania
$785K +$90.6K +866 +15%
BFM
2661
Boothbay Fund Management
New York
$785K +$256K +2,443 +57%
LWAM
2662
Legacy Wealth Asset Management
Minnesota
$785K +$11K +105 +2%
RGF
2663
Retirement Guys Formula
Ohio
$784K -$323K -3,086 -31%
MWM
2664
Mosley Wealth Management
California
$784K -$22.4K -214 -3%
TFA
2665
Tranquilli Financial Advisor
New Jersey
$783K +$96.2K +919 +16%
IDBONY
2666
Israel Discount Bank of New York
New York
$783K -$179K -1,707 -20%
WIC
2667
Whitegate Investment Counselors
New Hampshire
$782K -$7.43K -71 -1%
FI
2668
Fractal Investments
Connecticut
$779K
FP
2669
Fiduciary Planning
Florida
$776K +$419 +4 +0.1%
BC
2670
Bridgefront Capital
Texas
$775K +$698K +6,671 New
SAM
2671
Sompo Asset Management
Japan
$774K +$11.5K +110 +2%
CPA
2672
Capital Planning Advisors
California
$774K -$17.8K -170 -2%
WCM
2673
Wedge Capital Management
North Carolina
$772K -$20.9K -200 -3%
TCCM
2674
Timber Creek Capital Management
Massachusetts
$772K
AWM
2675
Austin Wealth Management
Texas
$771K +$170K +1,629 +32%

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.