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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
PCMF
2876
Private Capital Management (Florida)
Florida
$610K +$316K +3,021 +135%
SDWIA
2877
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$610K
PIN
2878
Prudent Investors Network
California
$609K +$549K +5,243 New
SCP
2879
Shorepoint Capital Partners
Massachusetts
$605K
EIC
2880
Equity Investment Corp
Georgia
$605K -$9.21K -88 -2%
SA
2881
Sicart Associates
New York
$605K
APW
2882
Acima Private Wealth
Virginia
$604K
PFA
2883
Pathway Financial Advisors
Vermont
$604K +$26.2K +250 +5%
SWM
2884
Scissortail Wealth Management
Oklahoma
$603K -$1.94M -18,582 -78%
LRIC
2885
Long Road Investment Counsel
Michigan
$602K
TWP
2886
Triad Wealth Partners
Kansas
$602K +$542K +5,178 New
RBC
2887
Roble Belko & Company
Pennsylvania
$601K -$4.81K -46 -0.9%
CWA
2888
Centennial Wealth Advisory
Michigan
$600K -$29.3K -280 -5%
BW
2889
Basepoint Wealth
Iowa
$600K -$732 -7 -0.1%
RPWA
2890
Regent Peak Wealth Advisors
Georgia
$599K -$19.1K -183 -3%
IIA
2891
IPG Investment Advisors
California
$599K -$52.3K -500 -9%
LFG
2892
Lazard Frères Gestion
France
$598K +$539K +5,150 New
ATFA
2893
All Terrain Financial Advisors
Minnesota
$598K
ONST
2894
Old North State Trust
North Carolina
$596K +$537K +5,128 New
RFN
2895
Redwood Financial Network
Ohio
$595K +$24.2K +231 +5%
SAM
2896
Strategy Asset Managers
California
$595K -$16.3K -156 -3%
EW
2897
Element Wealth
Mississippi
$595K +$19.7K +188 +4%
BA
2898
Ballew Advisors
Mississippi
$593K +$2.3K +22 +0.5%
TAM
2899
Townsend Asset Management
North Carolina
$592K +$523 +5 +0.1%
SFSG
2900
Sound Financial Strategies Group
Mississippi
$591K -$12.7K -121 -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.