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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
GWM
3651
Greenhouse Wealth Management
Connecticut
$208K +$187K +1,788 New
B
3652
Bensler
Washington
$208K -$33K -315 -15%
CAAM
3653
Cornerstone Advisors Asset Management
Pennsylvania
$207K +$187K +1,785 New
WF
3654
Whelan Financial
California
$207K +$186K +1,782 New
DA
3655
Dillon & Associates
Michigan
$207K +$187K +1,788 New
VSQM
3656
V-Square Quantitative Management
Illinois
$206K
FWM
3657
FFT Wealth Management
Pennsylvania
$205K +$185K +1,767 New
HIS
3658
Harvest Investment Services
Illinois
$205K -$119K -1,140 -39%
GL
3659
Gerber LLC
Ohio
$205K +$185K +1,765 New
GWWM
3660
Great Waters Wealth Management
Minnesota
$204K +$184K +1,758 New
SA
3661
SFI Advisors
New Jersey
$202K +$182K +1,736 New
GWCM
3662
Godshalk Welsh Capital Management
Pennsylvania
$202K +$182K +1,735 New
RWM
3663
Reston Wealth Management
Virginia
$201K +$181K +1,726 New
FA
3664
Fountainhead AM
New Jersey
$201K +$181K +1,726 New
AFT
3665
Alpha Family Trust
California
$201K +$180K +1,725 New
NC
3666
NBW Capital
Massachusetts
$200K +$180K +1,722 New
PCG
3667
PFC Capital Group
California
$200K +$180K +1,725 New
VWWMG
3668
Vermillion & White Wealth Management Group
Pennsylvania
$197K +$837 +8 +0.5%
OP
3669
ORG Partners
Indiana
$196K -$7.21M -68,890 -98%
AT
3670
Avalon Trust
New Mexico
$193K +$86.3K +825 +98%
CWM
3671
Cedar Wealth Management
California
$190K
LD
3672
Lipe & Dalton
New York
$189K
RL
3673
Rogco LP
Oklahoma
$189K +$2.3K +22 +1%
VAG
3674
VisionPoint Advisory Group
Texas
$187K +$15K +143 +10%
MFA
3675
McClarren Financial Advisors
Pennsylvania
$186K +$523 +5 +0.3%

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.