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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
BAM
3626
Bosun Asset Management
Illinois
$218K +$196K +1,872 New
BFWA
3627
Benchmark Financial Wealth Advisors
Florida
$217K +$196K +1,869 New
PF
3628
Parker Financial
Washington
$217K +$195K +1,866 New
DFG
3629
Demars Financial Group
Washington
$217K -$36.5K -349 -16%
PFA
3630
Petra Financial Advisors
Colorado
$216K +$213K +2,034 New
FWM
3631
Foguth Wealth Management
Michigan
$216K +$194K +1,858 New
NWMG
3632
National Wealth Management Group
Ohio
$214K +$193K +1,845 New
IWP
3633
IAG Wealth Partners
Wisconsin
$214K +$168K +1,608 +684%
SG
3634
Strid Group
Pennsylvania
$214K +$193K +1,843 New
BWG
3635
Balanced Wealth Group
Ohio
$214K +$189K +1,805 New
SWA
3636
Safir Wealth Advisors
New Hampshire
$213K +$192K +1,832 New
AFC
3637
AFT Forsyth & Company
Florida
$213K +$191K +1,828 New
LFP
3638
Lakeshore Financial Planning
Michigan
$212K +$191K +1,827 New
RF
3639
Robbins Farley
New Hampshire
$212K
SA
3640
Strategic Advocates
Utah
$211K -$77.6K -742 -29%
DA
3641
Drake & Associates
Wisconsin
$211K +$190K +1,816 New
SWM
3642
Soundmark Wealth Management
Washington
$211K +$190K +1,814 New
KAM
3643
Knightsbridge Asset Management
California
$210K
GPA
3644
Guidance Point Advisors
Massachusetts
$210K +$189K +1,804 New
CIA
3645
CCM Investment Advisers
South Carolina
$210K +$189K +1,802 New
MCM
3646
MidAtlantic Capital Management
Virginia
$209K
AIMC
3647
Alley Investment Management Company
Illinois
$209K +$188K +1,800 New
OC
3648
Oppenheimer & Close
New York
$209K +$188K +1,800 New
PJWM
3649
Philip James Wealth Mangement
Georgia
$209K +$188K +1,795 New
CG
3650
Cutler Group
California
$208K -$816K -7,799 -81%

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.