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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
DADC
276
D.A. Davidson & Co
Montana
$50M +$6M +57,332 +15%
CFB
277
Cullen/Frost Bankers
Texas
$49.8M -$1.23M -11,768 -3%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$49.7M +$3.58M +34,170 +9%
EMPI
279
Elo Mutual Pension Insurance
Finland
$49.4M +$7.9M +75,527 +22%
DP
280
Dearborn Partners
Illinois
$49.2M -$15.4M -147,503 -26%
EIP
281
Energy Income Partners
Connecticut
$49.2M +$14.9M +142,521 +51%
Nomura Holdings
282
Nomura Holdings
Japan
$49.1M +$12.8M +122,711 +41%
LW
283
Linscomb Wealth
Texas
$49M -$438K -4,189 -1%
NSLI
284
Nan Shan Life Insurance
Taiwan
$48.7M -$502K -4,795 -1%
UB
285
UMB Bank
Missouri
$48.7M -$2.44M -23,357 -5%
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.8M -$757K -7,234 -2%
WB
287
WesBanco Bank
West Virginia
$47.6M +$4.9M +46,875 +13%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$47.5M +$3.69M +35,291 +9%
PFS
289
Prospera Financial Services
Texas
$47M +$1.18M +11,257 +3%
MNG
290
Manning & Napier Group
New York
$47M -$3.86M -36,867 -8%
C
291
Certuity
Florida
$46.7M +$426K +4,076 +1%
AAS
292
Avantax Advisory Services
Texas
$45.9M +$2.16M +20,691 +6%
MHC
293
Meyer Handelman Company
New York
$45.5M +$2.27M +21,702 +6%
SFA
294
Sequoia Financial Advisors
Ohio
$45.2M +$7.51M +71,781 +23%
RMDI
295
R.M. Davis Inc
Maine
$44.9M +$1.75M +16,766 +5%
DC
296
Davenport & Co
Virginia
$44.7M +$1.28M +12,238 +3%
SA
297
SpiderRock Advisors
Delaware
$44.2M +$41.1M +393,238 New
SF
298
Synovus Financial
Georgia
$44.1M +$553K +5,286 +1%
GC
299
Guggenheim Capital
Illinois
$43.9M +$506K +4,837 +1%
VDI
300
Vaughan David Investments
Illinois
$43.1M +$1.39M +13,314 +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.