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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
RI
3276
Ridgewood Investments
New Jersey
$380K +$28.9K +276 +9%
PCM
3277
Penserra Capital Management
California
$380K -$1.66M -15,900 -83%
CAGAS
3278
Capital Advisory Group Advisory Services
Minnesota
$380K -$5.23K -50 -2%
HIM
3279
Hillsdale Investment Management
Ontario, Canada
$378K +$76.4K +730 +29%
TC
3280
Trust Company
Kansas
$377K +$3.45K +33 +1%
SWP
3281
Summit Wealth Partners
Florida
$377K +$628 +6 +0.2%
EPA
3282
Element Pointe Advisors
Florida
$376K
PPW
3283
Pasadena Private Wealth
California
$376K +$27.4K +262 +9%
LIM
3284
Letson Investment Management
Georgia
$376K
PWA
3285
Phoenix Wealth Advisors
North Carolina
$376K
CPP
3286
Capasso Planning Partners
South Carolina
$374K -$98.9K -945 -23%
PWA
3287
Prairie Wealth Advisors
Nebraska
$374K +$337K +3,220 New
RLIM
3288
Red Lighthouse Investment Management
New York
$374K +$2.41K +23 +0.7%
APS
3289
American Planning Services
Florida
$374K -$15.1K -144 -4%
EC
3290
EdgeRock Capital
Colorado
$372K +$7.01K +67 +2%
HIS
3291
Horizon Investment Services
Indiana
$372K -$15.1K -144 -4%
CCB
3292
Cutter & Co Brokerage
Missouri
$372K -$9.94K -95 -3%
AF
3293
Affiance Financial
Minnesota
$372K
AP
3294
Adero Partners
California
$371K +$11K +105 +3%
MWA
3295
MN Wealth Advisors
Kansas
$371K +$334K +3,194 New
BSHC
3296
Breed's Hill Capital
Massachusetts
$370K +$6.07K +58 +2%
SRA
3297
Secured Retirement Advisors
Minnesota
$370K +$6.28K +60 +2%
FGP
3298
Foyston, Gordon, & Payne
Ontario, Canada
$370K
LFGO
3299
Legacy Financial Group (Oklahoma)
Oklahoma
$369K +$34.5K +330 +12%
TCM
3300
Towercrest Capital Management
Pennsylvania
$368K -$35.6K -340 -10%

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.