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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
JFG
3051
JMG Financial Group
Illinois
$491K +$53.2K +508 +14%
MWP
3052
Madison Wealth Partners
Wisconsin
$491K +$105 +1 +0%
PCM
3053
Peirce Capital Management
Texas
$491K
AWP
3054
Abacus Wealth Partners
California
$490K -$82.3K -787 -16%
Eagle Capital Management (New York)
3055
Eagle Capital Management (New York)
New York
$489K +$440K +4,204 New
OA
3056
Operose Advisors
Wisconsin
$488K +$291K +2,780 +195%
EWS
3057
Evergreen Wealth Solutions
Pennsylvania
$488K +$89.8K +858 +26%
SWM
3058
Shelton Wealth Management
Texas
$487K
KWM
3059
Keebeck Wealth Management
Illinois
$487K +$93.4K +893 +27%
V
3060
ViaWealth
Kansas
$486K +$523 +5 +0.1%
EBT
3061
Enterprise Bank & Trust
Massachusetts
$485K -$97.9K -936 -18%
WAG
3062
Winthrop Advisory Group
Massachusetts
$484K +$21.9K +209 +5%
GCP
3063
Gill Capital Partners
Colorado
$484K
S
3064
Sachetta
Massachusetts
$483K
NCMW
3065
Northern Capital Management (Washington)
Washington
$483K -$22.1K -211 -5%
SSA
3066
Sierra Summit Advisors
Nevada
$483K -$4.29M -40,982 -91%
MCG
3067
McCollum Christoferson Group
New York
$483K -$20.9K -200 -5%
GXJ
3068
Global X Japan
Japan
$483K +$111K +1,057 +34%
KIA
3069
KLR Investment Advisors
Rhode Island
$482K -$1.57K -15 -0.4%
FPIS
3070
Financial Planning & Information Services
Wisconsin
$482K
AWM
3071
Avondale Wealth Management
Texas
$482K +$102K +975 +31%
CIP
3072
Capital Insight Partners
Arizona
$482K -$48.3K -462 -10%
MHB
3073
Midwest Heritage Bank
Iowa
$482K +$314 +3 +0.1%
OC
3074
Oarsman Capital
Wisconsin
$481K -$357K -3,416 -45%
PFWA
3075
Paces Ferry Wealth Advisors
Georgia
$479K -$8.58K -82 -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.