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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
GCM
3451
Gallacher Capital Management
Colorado
$286K -$20.2K -193 -7%
JSAM
3452
J. Safra Asset Management
New York
$285K +$48.5K +464 +23%
SSA
3453
Schonfeld Strategic Advisors
New York
$285K -$8.88M -84,888 -97%
UW
3454
Unique Wealth
Florida
$285K -$24.1K -230 -9%
APW
3455
Axim Planning & Wealth
Ohio
$285K +$4.08K +39 +2%
LC
3456
Legacy CG
Texas
$284K
VF
3457
Vawter Financial
Ohio
$283K +$9.52K +91 +4%
MWC
3458
MBM Wealth Consultants
Missouri
$282K -$7.32K -70 -3%
NED
3459
Nancy E. Dempze
$282K
QPW
3460
Quantum Private Wealth
Florida
$282K
CWM
3461
Cranbrook Wealth Management
Michigan
$282K +$105 +1 +0%
PFP
3462
Paragon Financial Partners
California
$281K +$419 +4 +0.2%
RIP
3463
RAM Investment Partners
Washington
$281K +$253K +2,414 New
CWM
3464
Compass Wealth Management
Connecticut
$280K -$1.05K -10 -0.4%
WMR
3465
Wealth Management Resources
Rhode Island
$280K +$8.58K +82 +4%
FCM
3466
Family Capital Management
Michigan
$280K -$105 -1 -0%
HWMA
3467
Heritage Wealth Management (Arizona)
Arizona
$280K +$252K +2,406 New
HFS
3468
HBC Financial Services
Washington
$279K +$15.9K +152 +7%
SWM
3469
SilverOak Wealth Management
Minnesota
$279K +$251K +2,398 New
CWAF
3470
Core Wealth Advisors (Florida)
Florida
$279K +$57.8K +552 +30%
PA
3471
PFW Advisors
Georgia
$279K -$107K -1,019 -30%
TA
3472
TCM Advisors
West Virginia
$279K
FWMM
3473
Foundation Wealth Management (Missouri)
Missouri
$279K +$251K +2,396 New
EGWAG
3474
Elwood & Goetz Wealth Advisory Group
Georgia
$278K
ADBIC
3475
A.D. Beadell Investment Counsel
Wisconsin
$278K

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.