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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
ERIM
3351
Eagle Ridge Investment Management
Connecticut
$338K
LFG
3352
Lockerman Financial Group
California
$338K +$26.8K +256 +10%
CC
3353
Copperleaf Capital
North Carolina
$337K +$2.41K +23 +0.8%
BWM
3354
Boyd Wealth Management
California
$336K
MPCL
3355
My Personal CFO LLC
Washington
$336K -$5.23K -50 -2%
MFGM
3356
Marshall Financial Group (Maryland)
Maryland
$335K +$4.08K +39 +1%
CW
3357
Cook Wealth
North Carolina
$335K
LWM
3358
Laidlaw Wealth Management
New York
$335K -$986K -9,425 -77%
CSA
3359
Cottage Street Advisors
Massachusetts
$334K +$301K +2,875 New
AWM
3360
Atticus Wealth Management
Florida
$333K -$120K -1,150 -29%
LSC
3361
Lesa Sroufe & Co
Washington
$332K
NFP
3362
Narus Financial Partners
Utah
$331K -$8.89K -85 -3%
BWM
3363
BKM Wealth Management
Wisconsin
$330K +$7.53K +72 +3%
AIFAIM
3364
American Institute for Advanced Investment Management
Arizona
$330K +$33.6K +321 +13%
HP
3365
HT Partners
Connecticut
$330K -$8.58K -82 -3%
OPWM
3366
Oakwell Private Wealth Management
Texas
$328K
AAM
3367
Aureus Asset Management
Massachusetts
$328K -$48.3K -462 -14%
CTC
3368
Cetera Trust Company
Minnesota
$328K
BMWM
3369
Brown Miller Wealth Management
Virginia
$328K -$105 -1 -0%
LCM
3370
Liberty Capital Management
Michigan
$327K
KA
3371
Kure Advisory
Minnesota
$327K -$212K -2,022 -42%
AP
3372
Aspect Partners
Virginia
$326K
WA
3373
Waterford Advisors
New York
$326K
CCG
3374
Coastwise Capital Group
California
$326K +$47.5K +454 +19%
TA
3375
Teramo Advisors
Florida
$325K -$105K -1,000 -26%

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.