We are live on ! Find out more
XOM icon

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
FL
3151
FreeGulliver LLC
Louisiana
$433K +$390K +3,726 New
WF
3152
Warner Financial
Maryland
$433K -$8.79K -84 -2%
CCM
3153
Copeland Capital Management
Pennsylvania
$433K
IFA
3154
Index Fund Advisors
California
$431K +$72.9K +697 +23%
BFG
3155
Bouchey Financial Group
New York
$431K -$87.6K -837 -18%
AWA
3156
Alta Wealth Advisors
Massachusetts
$431K +$209 +2 +0.1%
SCM
3157
Shapiro Capital Management
Georgia
$430K
DPW
3158
DiNuzzo Private Wealth
Pennsylvania
$430K -$314 -3 -0.1%
FWM
3159
FMA Wealth Management
Massachusetts
$429K
FWI
3160
Facet Wealth Inc
Maryland
$429K -$11.2K -107 -3%
BWA
3161
BlueChip Wealth Advisors
Georgia
$428K
MFS
3162
McNamara Financial Services
Massachusetts
$428K
AC
3163
Annandale Capital
Texas
$428K -$9.84K -94 -2%
AIM
3164
Aurora Investment Managers
Florida
$427K +$148K +1,417 +63%
DA
3165
Detalus Advisors
Missouri
$427K -$105 -1 -0%
CCA
3166
Cottonwood Capital Advisors
Utah
$427K -$27.3K -261 -7%
OFS
3167
Oldfather Financial Services
Nebraska
$426K +$314 +3 +0.1%
SCG
3168
Sonata Capital Group
Washington
$426K +$20.9K +200 +6%
SC
3169
Solstein Capital
California
$426K
RHJA
3170
Rice Hall James & Associates
California
$425K -$879K -8,401 -70%
AWM
3171
Alterna Wealth Management
Texas
$425K
CCM
3172
Colorado Capital Management
Colorado
$424K +$382K +3,648 New
JCM
3173
Jacobsen Capital Management
Utah
$423K -$73.2K -700 -16%
LI
3174
LVZ Inc
Michigan
$423K +$3.66K +35 +1%
BWM
3175
BNC Wealth Management
Oregon
$423K -$4.2M -40,100 -92%

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.