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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
CHA
3551
Cooper/Haims Advisors
New York
$244K -$26.2K -250 -11%
MIM
3552
Miller Investment Management
Pennsylvania
$244K
PWSG
3553
Pacific Wealth Strategies Group
California
$244K
UCMOK
3554
United Capital Management of KS
Kansas
$244K +$4.71K +45 +2%
WP
3555
Waycross Partners
Kentucky
$243K
RC
3556
Reik & Co
New York
$243K
ACA
3557
Affinity Capital Advisors
California
$243K +$218K +2,087 New
JWM
3558
JPL Wealth Management
Colorado
$242K -$13.9K -133 -6%
BMCM
3559
Burns Matteson Capital Management
New York
$242K -$8.58K -82 -4%
PWA
3560
Pillar Wealth Advisors
Pennsylvania
$242K
EWP
3561
Elevation Wealth Partners
California
$241K
WCWM
3562
Willow Creek Wealth Management
California
$241K -$15.4K -147 -7%
PWM
3563
Peterson Wealth Management
Nevada
$241K -$628 -6 -0.3%
CF
3564
Copperwynd Financial
Arizona
$240K -$134K -1,278 -38%
BC
3565
Brio Consultants
California
$240K +$209 +2 +0.1%
MECA
3566
Miller Equity Capital Advisors
Texas
$240K +$216K +2,066 New
FI
3567
FWG Investments
Kentucky
$239K +$215K +2,059 New
MW
3568
Marks Wealth
Maryland
$239K -$1.57K -15 -0.7%
B
3569
BetterWealth
California
$238K +$523 +5 +0.2%
BSSFA
3570
Baron Silver Stevens Financial Advisors
Florida
$238K +$214K +2,050 New
HWM
3571
Hemington Wealth Management
Virginia
$238K -$76.1K -727 -26%
ICP
3572
Interchange Capital Partners
Pennsylvania
$238K -$114K -1,087 -35%
SW
3573
SMART Wealth
Nebraska
$238K +$214K +2,045 New
HP
3574
Highlander Partners
Texas
$237K +$209K +2,000 New
DCM
3575
DGS Capital Management
New Jersey
$237K -$24.8K -237 -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.