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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
CTI
3401
Community Trust & Investment
Kentucky
$308K
VA
3402
Verdad Advisers
Massachusetts
$308K +$277K +2,646 New
GHA
3403
Granite Harbor Advisors
Texas
$307K +$27.3K +261 +11%
WG
3404
Watchman Group
Texas
$307K +$6.38K +61 +2%
MIM
3405
Meridiem Investment Management
United Kingdom
$307K
GC
3406
Gibson Capital
Pennsylvania
$307K
WWWM
3407
White Wing Wealth Management
Texas
$307K -$10.9K -104 -4%
PGWM
3408
Parisi Gray Wealth Management
New Jersey
$306K +$23K +220 +9%
MAP
3409
Moody Aldrich Partners
Massachusetts
$305K +$275K +2,625 New
IHWM
3410
Iron Horse Wealth Management
Iowa
$304K +$12.1K +116 +5%
FWM
3411
FMB Wealth Management
California
$302K -$2.3K -22 -0.8%
OL
3412
Owen LaRue
Kentucky
$302K -$13.6K -130 -5%
WAM
3413
Werlinich Asset Management
Connecticut
$302K +$48.1K +460 +21%
PCM
3414
Perritt Capital Management
Illinois
$302K +$105 +1 +0%
AI
3415
AXS Investments
New York
$302K +$15.7K +150 +6%
PK
3416
Pflug Koory
Nebraska
$301K -$20.9K -200 -7%
Legacy Financial Group (Iowa)
3417
Legacy Financial Group (Iowa)
Iowa
$301K +$271K +2,588 New
DC
3418
DeDora Capital
California
$300K +$23.6K +226 +10%
GFL
3419
Granite FO LLC
New Hampshire
$300K -$31.4K -300 -10%
E
3420
ETFidea
New York
$300K +$732 +7 +0.3%
TC
3421
Tenret Company
Florida
$300K -$7.32K -70 -3%
SSWM
3422
Strait & Sound Wealth Management
California
$299K -$19.1K -183 -7%
OBGC
3423
O'Brien Greene & Co
Pennsylvania
$299K
WFPG
3424
Waller Financial Planning Group
Ohio
$299K +$35.3K +337 +15%
DWAM
3425
Duncan Williams Asset Management
Tennessee
$297K +$268K +2,558 New

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.