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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
SWP
2901
Semus Wealth Partners
Florida
$590K -$124K -1,187 -19%
RFO
2902
RiverGlades Family Offices
Florida
$589K
FSC
2903
Full Sail Capital
Oklahoma
$589K -$80K -765 -13%
WA
2904
Wealthstream Advisors
New York
$587K +$144K +1,381 +38%
SSWG
2905
Seven Springs Wealth Group
Tennessee
$586K
FAM
2906
Family Asset Management
South Carolina
$584K -$732 -7 -0.1%
MAM
2907
Marotta Asset Management
Virginia
$583K -$2.09K -20 -0.4%
DJYG
2908
David J. Yvars Group
Florida
$582K
PA
2909
Paragon Advisors
Texas
$581K +$28.5K +272 +6%
SFI
2910
SPC Financial Inc
Maryland
$580K +$523 +5 +0.1%
LA
2911
Lane & Associates
New Jersey
$580K -$7.43K -71 -1%
AAM
2912
Austin Asset Management
Texas
$579K -$10.9K -104 -2%
DWM
2913
Destination Wealth Management
California
$579K -$151K -1,441 -22%
KL
2914
KilterHowling LLC
Colorado
$579K +$113K +1,084 +28%
ETIA
2915
Epic Trust Investment Advisors
Washington
$579K
IA
2916
IAM Advisory
Pennsylvania
$578K +$7.43K +71 +1%
WBCM
2917
Wilson & Boucher Capital Management
California
$577K -$23K -220 -4%
MGWA
2918
Monument Group Wealth Advisors
Massachusetts
$577K
HPM
2919
Hoxton Planning & Management
West Virginia
$577K +$20.3K +194 +4%
LWA
2920
Lantern Wealth Advisors
New York
$577K +$523 +5 +0.1%
OCM
2921
Objective Capital Management
Ohio
$576K -$98.5K -941 -16%
LWA
2922
Lowe Wealth Advisors
Maryland
$574K
PWAC
2923
Private Wealth Advisors (California)
California
$570K +$314 +3 +0.1%
SCA
2924
Southern Capital Advisors
Tennessee
$569K -$39.9K -381 -7%
CIC
2925
Cornercap Investment Counsel
Georgia
$569K -$20.1K -192 -4%

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.