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ExxonMobil

3,926 hedge funds and large institutions have $332B invested in ExxonMobil in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 1,709 increasing their positions, 1,614 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 115

17% more call options, than puts

Call options by funds: $6.03B | Put options by funds: $5.17B

6% more repeat investments, than reductions

Existing positions increased: 1,709 | Existing positions reduced: 1,614

2% more capital invested

Capital invested by funds: $326B → $332B (+$6.47B)

0.77% more ownership

Funds ownership: 63.11%63.88% (+0.77%)

0% more funds holding

Funds holding: 3,9243,926 (+2)

15% less funds holding in top 10

Funds holding in top 10: 282241 (-41)

Holders
3,926
Holders Change
+2
Holders Change %
+0.05%
% of All Funds
56.37%
Holding in Top 10
241
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-14.54%
% of All Funds
3.46%
New
161
Increased
1,709
Reduced
1,614
Closed
115
Calls
$6.03B
Puts
$5.17B
Net Calls
+$858M
Net Calls Change
-$631M
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
3676
Lakeshore Financial Planning
Michigan
$243K +$10.7K +93 +5%
TWM
3677
TSA Wealth Management
Texas
$242K +$24.2K +210 +11%
TI
3678
tru Independence
Oregon
$242K +$32.8K +284 +16%
B
3679
BetterWealth
California
$242K +$577 +5 +0.2%
VSQM
3680
V-Square Quantitative Management
Illinois
$241K
KTA
3681
Keeley-Teton Advisors
Illinois
$241K
CIA
3682
Caerus Investment Advisors
Texas
$241K
CWA
3683
Clarus Wealth Advisors
Arizona
$240K -$38.5K -333 -15%
VWA
3684
Valued Wealth Advisors
Utah
$240K -$15K -130 -6%
OPWM
3685
Oxinas Partners Wealth Management
Indiana
$240K -$163K -1,411 -41%
SW
3686
SMART Wealth
Nebraska
$239K -$43K -372 -15%
ST
3687
Somerset Trust
Pennsylvania
$239K
CSIA
3688
Conrad Siegel Investment Advisors
Pennsylvania
$239K +$5.89K +51 +3%
WW
3689
Westshore Wealth
California
$239K +$115 +1 +0%
MWM
3690
MorganRosel Wealth Management
Colorado
$239K -$49.2K -426 -17%
PWM
3691
Peterson Wealth Management
Nevada
$239K +$5.77K +50 +3%
HP
3692
Highlander Partners
Texas
$237K
YWS
3693
Yarger Wealth Strategies
Ohio
$237K +$233K +2,020 New
DA
3694
Drake & Associates
Wisconsin
$237K +$23.4K +203 +11%
LFG
3695
Leverty Financial Group
Wisconsin
$236K +$232K +2,013 New
3F
3696
360 Financial
Minnesota
$235K -$2.08K -18 -0.9%
NL
3697
Navalign LLC
California
$235K +$30.7K +266 +15%
CF
3698
Cyr Financial
Illinois
$235K +$1.96K +17 +0.9%
COI
3699
Connable Office Inc
Michigan
$234K
UCMOK
3700
United Capital Management of KS
Kansas
$234K

XOM Hedge Fund Activity: Q3 2024 in Review

3,926 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2024, worth a combined $332B — up 2% from $326B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new XOM positions and 115 closed out — a net gain of 46 holders — while 1,709 added to existing stakes and 1,614 trimmed.

The largest buyer was GQG Partners, adding an estimated $1.33B. The largest seller was State Street, cutting an estimated $588M.

  • 3,926 institutional investors held ExxonMobil (XOM) as of Q3 2024, up from 3,924 in Q2 2024.
  • Funds reported $332B of ExxonMobil stock for Q3 2024, up 2% quarter-over-quarter.
  • 161 funds opened new ExxonMobil positions in Q3 2024 and 115 closed out, a net change of +46 holders.
  • The largest ExxonMobil buyer in Q3 2024 was GQG Partners, an estimated $1.33B added.
  • The largest ExxonMobil seller in Q3 2024 was State Street, an estimated $588M sold.

Based on aggregated 13F filings for Q3 2024.