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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
AEPWM
3576
Atlantic Edge Private Wealth Management
Florida
$236K -$41.9K -400 -16%
IPW
3577
Intergy Private Wealth
Colorado
$236K +$212K +2,028 New
ECG
3578
EPIQ Capital Group
California
$235K +$1.88K +18 +0.9%
NC
3579
NewSquare Capital
Pennsylvania
$234K -$147K -1,407 -41%
FHWM
3580
Fox Hill Wealth Management
Massachusetts
$233K +$210K +2,005 New
GWSA
3581
Global Wealth Strategies & Associates
Colorado
$233K +$107K +1,023 +105%
GTAM
3582
Global Trust Asset Management
Florida
$233K +$105 +1 +0.1%
FS
3583
Ferguson Shapiro
Georgia
$233K +$209K +2,000 New
COI
3584
Connable Office Inc
Michigan
$232K +$209K +2,000 New
BWS
3585
Buck Wealth Strategies
Colorado
$232K -$6.93M -66,281 -97%
CC
3586
Corton Capital
Ontario, Canada
$232K +$209K +1,996 New
HB
3587
Horizon Bancorp
Indiana
$231K -$110K -1,048 -34%
TPW
3588
Tiller Private Wealth
Pennsylvania
$231K -$178K -1,699 -46%
ST
3589
Somerset Trust
Pennsylvania
$231K +$208K +1,985 New
IF
3590
Integrity Financial
Wyoming
$231K -$21.2K -203 -9%
WWM
3591
WT Wealth Management
Arizona
$230K +$207K +1,982 New
SI
3592
Seeds Investor
New York
$230K +$207K +1,982 New
FFA
3593
Frazier Financial Advisors
Ohio
$230K +$53.2K +508 +35%
CW
3594
Cooksen Wealth
Texas
$229K +$63.2K +604 +44%
BBW
3595
Blue Barn Wealth
Utah
$229K +$206K +1,968 New
FAM
3596
Frontier Asset Management
Wyoming
$229K -$11.6K -111 -5%
CIA
3597
Caerus Investment Advisors
Texas
$228K +$205K +1,963 New
AMG
3598
Asset Management Group
Connecticut
$227K +$205K +1,957 New
OFG
3599
Orcam Financial Group
California
$227K +$204K +1,953 New
PCM
3600
Palisade Capital Management
New Jersey
$227K +$204K +1,952 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.