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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
CSB
2751
City State Bank
Iowa
$712K +$1.78K +17 +0.3%
PIA
2752
Powell Investment Advisors
Florida
$711K
CCFM
2753
Clear Creek Financial Management
Washington
$711K +$50.6K +484 +9%
AIM
2754
Arcadia Investment Management
Michigan
$708K +$523 +5 +0.1%
CWA
2755
Consilio Wealth Advisors
Washington
$708K +$361K +3,453 +131%
RIS
2756
Retirement Income Solutions
Michigan
$707K
WC
2757
Weil Company
California
$705K +$13.1K +125 +2%
TWM
2758
Tanager Wealth Management
United Kingdom
$703K -$25.3K -242 -4%
XSC
2759
X-Square Capital
Puerto Rico
$703K -$1.78K -17 -0.3%
IPAM
2760
Investment Partners Asset Management
New Jersey
$702K +$7.95K +76 +1%
CAL
2761
Capital Advisors Ltd
Ohio
$702K +$59.8K +572 +10%
MFC
2762
Morris Financial Concepts
South Carolina
$701K +$323K +3,086 +105%
WHCI
2763
W.H. Cornerstone Investments
Massachusetts
$700K +$5.13K +49 +0.8%
ECM
2764
EagleClaw Capital Management
Massachusetts
$700K
LGA
2765
Lebenthal Global Advisors
New York
$699K -$55.3K -529 -8%
T. Rowe Price Investment Management
2766
T. Rowe Price Investment Management
Maryland
$699K +$443K +4,230 +237%
SC
2767
Steph & Co
Wisconsin
$698K +$14.2K +136 +2%
IWA
2768
Inspirion Wealth Advisors
Illinois
$696K
OWM
2769
OneAscent Wealth Management
Alabama
$696K +$112K +1,074 +22%
CFG
2770
Compton Financial Group
Maryland
$695K -$4.08K -39 -0.6%
EWA
2771
Etesian Wealth Advisors
Oregon
$694K
FFM
2772
Flagstone Financial Management
Nebraska
$694K
SHFP
2773
Second Half Financial Partners
Florida
$693K +$22.3K +213 +4%
LFA
2774
LifeGuide Financial Advisors
Pennsylvania
$692K +$7.53K +72 +1%
MMG
2775
Monetary Management Group
Missouri
$692K +$62.8K +600 +11%

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.