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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
BIA
3101
Bell Investment Advisors
California
$460K +$9.94K +95 +2%
HWMG
3102
Hurlow Wealth Management Group
Indiana
$459K -$209 -2 -0.1%
SRCM
3103
Signature Resources Capital Management
California
$458K
TIM
3104
Tortoise Investment Management
New York
$457K +$11.4K +109 +3%
6F
3105
626 Financial
Michigan
$457K +$101K +965 +33%
NIC
3106
Northwest Investment Counselors
Oregon
$457K -$74.2K -709 -15%
BFC
3107
Blue Fin Capital
Rhode Island
$455K
LIM
3108
Loudon Investment Management
New Hampshire
$455K
LB
3109
Legacy Bridge
Iowa
$455K -$65.9K -630 -14%
SFA
3110
Source Financial Advisors
New York
$455K +$96.9K +926 +31%
TW
3111
Towerpoint Wealth
California
$454K +$12.7K +121 +3%
ODG
3112
O'Dell Group
Ohio
$454K +$419 +4 +0.1%
RWRC
3113
R.W. Roge & Company
New York
$454K
CWM
3114
Cabot Wealth Management
Massachusetts
$453K -$9.94K -95 -2%
CPG
3115
Cornerstone Planning Group
New Jersey
$453K +$112K +1,072 +38%
TF
3116
Talbot Financial
Washington
$453K
NF
3117
Nvest Financial
New Hampshire
$452K +$3.14K +30 +0.8%
FAM
3118
Fenimore Asset Management
New York
$451K
AA
3119
AJ Advisors
Tennessee
$451K +$3.45K +33 +0.9%
CC
3120
Cypress Capital
Tennessee
$450K
SOAG
3121
Silver Oak Advisory Group
Oregon
$450K
NRW
3122
Nova R Wealth
Kansas
$450K -$9.63K -92 -2%
SWM
3123
Sugarloaf Wealth Management
Georgia
$449K +$106K +1,011 +35%
MW
3124
Melia Wealth
Oklahoma
$449K +$942 +9 +0.2%
MI
3125
Moneywise Inc
Virginia
$446K -$34.9K -334 -8%

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.