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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
BL
3701
Bleichroeder LP
New York
$125K
GWMI
3702
Guardian Wealth Management (Illinois)
Illinois
$123K +$49K +468 +79%
TVWM
3703
Tower View Wealth Management
Wisconsin
$123K +$314 +3 +0.3%
MSWM
3704
Mowery & Schoenfeld Wealth Management
Illinois
$123K -$4.29K -41 -4%
MBFW
3705
Morton Brown Family Wealth
Pennsylvania
$121K -$76.2K -728 -41%
CIR
3706
Clear Investment Research
Georgia
$121K +$3.87K +37 +4%
DEM
3707
Disciplined Equity Management
Florida
$120K -$41K -392 -28%
EL
3708
EMFO LLC
Florida
$118K
AWM
3709
Abound Wealth Management
Tennessee
$117K -$120K -1,144 -53%
GCM
3710
Gladius Capital Management
Illinois
$117K -$3.14M -29,974 -97%
MTIC
3711
Missouri Trust & Investment Company
Missouri
$113K -$2.62K -25 -3%
GAG
3712
Goodman Advisory Group
Massachusetts
$112K
CJL
3713
Cyrus J. Lawrence
New York
$111K +$100K +958 New
APC
3714
Aspire Private Capital
North Carolina
$109K -$9.31K -89 -9%
AAM
3715
Alken Asset Management
United Kingdom
$105K
VWM
3716
Valley Wealth Managers
New Jersey
$105K
HCM
3717
Horrell Capital Management
Arkansas
$100K
KWAG
3718
Kiely Wealth Advisory Group
North Carolina
$98.3K +$209 +2 +0.2%
DF
3719
Dunhill Financial
United Kingdom
$97K -$4.29K -41 -5%
EP
3720
Elkhorn Partners
Nebraska
$96K +$23K +220 +36%
LFASL
3721
Lugano Financial Advisors SA (LFA)
Switzerland
$94.5K +$78.2K +747 +1,132%
BC
3722
Belmont Capital
California
$93K +$83.7K +800 New
TWD
3723
True Wealth Design
Ohio
$91.3K +$13.1K +125 +19%
CJH
3724
Christopher J. Hasenberg
Wisconsin
$90.9K +$81.8K +782 New
NI
3725
NCP Inc
California
$89.5K +$80.7K +771 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.