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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
SIG
3476
Spinnaker Investment Group
California
$277K +$21K +201 +9%
IDA
3477
Intelligence Driven Advisers
California
$277K +$2.3K +22 +0.9%
JF
3478
JSF Financial
California
$276K +$248K +2,373 New
SP
3479
Sequent Planning
Nebraska
$274K +$247K +2,359 New
GKIM
3480
GW&K Investment Management
Massachusetts
$274K +$67.1K +641 +37%
JAFL
3481
Jay A. Fishman Ltd
Michigan
$274K -$5.23K -50 -2%
PSB
3482
Passumpsic Savings Bank
Vermont
$274K +$246K +2,355 New
SHJ
3483
Sharkey, Howes & Javer
Colorado
$274K -$202K -1,935 -45%
SHA
3484
Seneca House Advisors
Virginia
$273K
DWS
3485
Dynamic Wealth Strategies
California
$273K -$44.5K -425 -15%
ECML
3486
Eagle Capital Management (Louisiana)
Louisiana
$273K +$245K +2,346 New
MWM
3487
Maripau Wealth Management
Indiana
$272K +$34.4K +329 +16%
HAS
3488
HBW Advisory Services
California
$272K
SHWM
3489
Smith & Howard Wealth Management
Georgia
$272K
RRCM
3490
Rappaport Reiches Capital Management
Illinois
$271K +$17.4K +166 +8%
WPWM
3491
Western Pacific Wealth Management
Illinois
$270K +$58.2K +556 +32%
BWM
3492
BlackDiamond Wealth Management
New York
$269K -$22.2K -212 -8%
FPCG
3493
Forum Private Client Group
Indiana
$269K -$209 -2 -0.1%
DWG
3494
Darden Wealth Group
Michigan
$268K -$25.2K -241 -9%
LAM
3495
Lewis Asset Management
California
$268K +$11.2K +107 +5%
SFG
3496
Socha Financial Group
New York
$267K +$314 +3 +0.1%
CWA
3497
Clarus Wealth Advisors
Arizona
$267K +$419 +4 +0.2%
C
3498
Covestor
United Kingdom
$267K -$355K -3,390 -60%
SC
3499
Schiavi & Co
Delaware
$267K
CAM
3500
Crestone Asset Management
Colorado
$265K -$29.9K -286 -11%

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.