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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
BA
3226
Bluesphere Advisors
Pennsylvania
$402K +$314 +3 +0.1%
TF
3227
Tenon Financial
New Jersey
$401K +$361K +3,448 New
FIBT
3228
First International Bank & Trust
North Dakota
$400K
OPWM
3229
Oxinas Partners Wealth Management
Indiana
$400K -$45.7K -437 -11%
RCM
3230
Requisite Capital Management
Texas
$400K
SG
3231
Sharper & Granite
California
$399K
RFP
3232
Root Financial Partners
California
$399K +$144K +1,381 +67%
WSWA
3233
Warren Street Wealth Advisors
California
$398K +$12.1K +116 +4%
AFO
3234
Arrowroot Family Office
California
$398K
ACC
3235
Acorn Creek Capital
Colorado
$398K +$66.8K +638 +23%
EA
3236
Emerald Advisors
Washington
$398K +$13.6K +130 +4%
EAM
3237
Eukles Asset Management
Ohio
$398K +$24.4K +233 +7%
GCL
3238
Gouws Capital LLC
North Carolina
$398K
JWS
3239
Juncture Wealth Strategies
Arizona
$397K -$19.1K -183 -5%
UID
3240
Union Investments & Development
Israel
$395K
SIC
3241
Sterling Investment Counsel
New York
$395K +$44.9K +429 +14%
AGA
3242
Arkos Global Advisors
Texas
$394K -$35.5K -339 -9%
PCMC
3243
Paragon Capital Management (Colorado)
Colorado
$394K -$27.8K -266 -7%
SWM
3244
Sculati Wealth Management
Michigan
$394K
RTC
3245
Riverview Trust Company
Washington
$394K
TCM
3246
Triumph Capital Management
Colorado
$393K -$500K -4,781 -59%
SJL
3247
Shayne & Jacobs LLC
Tennessee
$392K
FNBOH
3248
First National Bank of Hutchinson
Kansas
$391K -$39.4K -377 -10%
TFA
3249
Tobias Financial Advisors
Florida
$391K +$11.4K +109 +3%
AWS
3250
Arkfeld Wealth Strategies
Nebraska
$390K +$628 +6 +0.2%

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.