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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
AWM
3201
Affinity Wealth Management
Delaware
$412K +$11.5K +110 +3%
HWMC
3202
Heritage Wealth Management (California)
California
$412K -$4.92K -47 -1%
DWMS
3203
Dominguez Wealth Management Solutions
Virginia
$412K
WAG
3204
Wallace Advisory Group
California
$412K
RFS
3205
Retirement Financial Solutions
Tennessee
$411K +$1.78K +17 +0.5%
FF
3206
Farrell Financial
New York
$411K +$314 +3 +0.1%
YCG
3207
Yeomans Consulting Group
Georgia
$411K -$177K -1,696 -32%
EWM
3208
Elite Wealth Management
Washington
$411K
BLAM
3209
Bourne Lent Asset Management
New York
$410K
RCM
3210
Regency Capital Management
Hawaii
$409K +$20.9K +200 +6%
SW
3211
SkyOak Wealth
Michigan
$409K +$57.5K +550 +19%
SFC
3212
SYM Financial Corp
Indiana
$409K -$34.7K -332 -9%
HA
3213
HC Advisors
Georgia
$409K +$15.3K +146 +4%
CFS
3214
Coordinated Financial Services
Colorado
$408K +$368K +3,513 New
KHCM
3215
Kirtland Hills Capital Management
Ohio
$408K +$369K +3,523 New
KWM
3216
Kolinsky Wealth Management
New Jersey
$408K +$1.36K +13 +0.4%
WBC
3217
Westpac Banking Corp
Australia
$408K +$367K +3,508 New
CWM
3218
CarsonAllaria Wealth Management
Illinois
$408K -$38.2K -365 -9%
JFG
3219
JDM Financial Group
Texas
$408K
CCA
3220
Criterion Capital Advisors
Tennessee
$406K -$144K -1,377 -28%
AWS
3221
Aspen Wealth Strategies
Colorado
$405K +$3.24K +31 +0.9%
MIM
3222
Macroview Investment Management
Maryland
$404K
CPC
3223
Consolidated Planning Corp
Georgia
$403K -$3.24M -30,986 -90%
SC
3224
Saturna Capital
Washington
$403K +$523 +5 +0.1%
AFWM
3225
AMJ Financial Wealth Management
Virginia
$402K -$7.12K -68 -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.