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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
SWM
2851
Seaside Wealth Management
California
$631K +$1.47K +14 +0.3%
TVAMP
2852
Tennessee Valley Asset Management Partners
Tennessee
$630K -$607K -5,799 -52%
TA
2853
Tectonic Advisors
Texas
$628K +$4.92K +47 +0.9%
MCM
2854
Magnolia Capital Management
New York
$628K
MIA
2855
MeadowBrook Investment Advisors
Michigan
$627K -$44.5K -425 -7%
CWM
2856
Cordatus Wealth Management
Pennsylvania
$627K +$6.59K +63 +1%
BGAI
2857
Bruce G. Allen Investments
Colorado
$626K -$1.05K -10 -0.2%
CNAM
2858
Campbell Newman Asset Management
Wisconsin
$626K
PGF
2859
Plan Group Financial
Oklahoma
$625K +$195K +1,860 +53%
VLC
2860
Van Leeuwen & Company
New Jersey
$625K -$11.7K -112 -2%
CWM
2861
Concentrum Wealth Management
California
$625K +$19K +182 +4%
CFS
2862
Cannon Financial Strategists
Georgia
$624K +$37.8K +361 +7%
RW
2863
REDW Wealth
New Mexico
$623K -$83.5K -798 -13%
CC
2864
Commons Capital
Massachusetts
$622K +$4.08K +39 +0.7%
LCGC
2865
Legacy Capital Group California
California
$622K -$5.75K -55 -1%
Loomis, Sayles & Company
2866
Loomis, Sayles & Company
Massachusetts
$622K +$31.9K +305 +6%
ACA
2867
Aspire Capital Advisors
Washington
$622K +$6.07K +58 +1%
RAM
2868
Roanoke Asset Management
New Jersey
$620K
BF
2869
Brogan Financial
Tennessee
$618K -$29.9K -286 -5%
GWM
2870
GDS Wealth Management
Texas
$617K -$8.16K -78 -1%
KLI
2871
Kelman-Lazarov Inc
Tennessee
$617K -$3.87K -37 -0.7%
RW
2872
RVW Wealth
California
$616K -$31.1K -297 -5%
FDCP
2873
Foster Dykema Cabot & Partners
Massachusetts
$614K -$1.05K -10 -0.2%
NJIM
2874
Nabity-Jensen Investment Management
Nebraska
$611K
FP
2875
Financial Perspectives
Minnesota
$611K -$39.8K -380 -7%

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.