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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
JF
2976
Joule Financial
Kentucky
$534K -$5.54K -53 -1%
NRC
2977
New Republic Capital
North Carolina
$534K -$44.3K -423 -8%
FWM
2978
Fonville Wealth Management
Virginia
$533K +$76.8K +734 +19%
PWM
2979
Power Wealth Management
Georgia
$533K +$480K +4,584 New
CYG
2980
Clean Yield Group
Vermont
$532K -$28K -268 -6%
NEWAS
2981
N.E.W. Advisory Services
Wisconsin
$531K -$314 -3 -0.1%
MVA
2982
Mount Vernon Associates
Maryland
$531K
C
2983
CEDRUS
Colorado
$531K -$26.6K -254 -5%
STCOSD
2984
Sageworth Trust Company of South Dakota
South Dakota
$530K +$136K +1,302 +40%
MFWP
2985
Mosaic Family Wealth Partners
Missouri
$529K +$123K +1,178 +35%
GB
2986
Goepper Burkhardt
South Carolina
$529K -$7.43K -71 -2%
AIA
2987
Angeles Investment Advisors
California
$528K +$52.2K +499 +12%
WCF
2988
West Coast Financial
California
$527K -$22.7K -217 -5%
B
2989
Bellecapital
Switzerland
$526K
SFG
2990
SNS Financial Group
Minnesota
$526K -$8.68K -83 -2%
LHC
2991
Little House Capital
Massachusetts
$526K -$1.33M -12,728 -74%
CD
2992
Chapin Davis
Maryland
$525K -$67.9K -649 -13%
BHA
2993
Beech Hill Advisors
New York
$525K +$18.3K +175 +4%
TFP
2994
Triune Financial Partners
Kansas
$524K +$4.08K +39 +0.9%
JCIA
2995
Jackson Creek Investment Advisors
Colorado
$524K +$472K +4,510 New
CKAIS
2996
Christensen King & Associates Investment Services
Washington
$523K +$8.37K +80 +2%
SM
2997
Salzhauer Michael
$523K
ERWM
2998
Elk River Wealth Management
Colorado
$523K +$18.6K +178 +4%
MC
2999
Montag & Caldwell
Georgia
$522K
RA
3000
Ruggaard & Associates
Ohio
$521K

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.