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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
BHC
3251
Bowen Hanes & Co
Florida
$390K -$3.24K -31 -0.9%
Jacobs Levy Equity Management
3252
Jacobs Levy Equity Management
New Jersey
$390K +$79.7K +762 +29%
CWA
3253
Capital Wealth Alliance
Arizona
$388K +$46.8K +447 +15%
MFFIA
3254
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$388K
ZAM
3255
Zevin Asset Management
Massachusetts
$387K -$53.4K -510 -13%
MWA
3256
Mills Wealth Advisors
Texas
$387K
PFM
3257
Peak Financial Management
Massachusetts
$387K -$15.4K -147 -4%
BEW
3258
Burton Enright Welch
California
$386K -$12.9K -123 -4%
CAM
3259
Chesapeake Asset Management
New York
$386K -$371K -3,543 -52%
CIA
3260
Cape Investment Advisory
Georgia
$385K -$1.88K -18 -0.5%
TWP
3261
Total Wealth Planning
Ohio
$385K +$2.83K +27 +0.8%
MC
3262
Marest Capital
California
$385K +$347K +3,314 New
CWM
3263
Cherrydale Wealth Management
New Jersey
$385K +$49.6K +474 +17%
FWM
3264
Fortress Wealth Management
California
$384K +$9.21K +88 +3%
MWA
3265
Motive Wealth Advisors
Michigan
$384K +$134K +1,276 +63%
TWP
3266
Tempus Wealth Planning
California
$384K +$22.7K +217 +7%
WLPWM
3267
Walled Lake Planning & Wealth Management
Illinois
$383K +$8.27K +79 +2%
MIM
3268
Meixler Investment Management
Arizona
$383K -$24.1K -230 -7%
TL
3269
Tradewinds LLC
North Carolina
$383K +$345K +3,294 New
DC
3270
Darrow Company
Massachusetts
$382K
PIAS
3271
PCA Investment Advisory Services
Ohio
$381K +$17.9K +171 +5%
SCM
3272
Sollinda Capital Management
Florida
$381K -$205K -1,958 -37%
SFG
3273
Sterling Financial Group
California
$381K +$11.5K +110 +3%
JSL
3274
JT Stratford LLC
Georgia
$381K -$124K -1,185 -27%
CA
3275
CGN Advisors
Kansas
$381K -$5.23K -50 -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.