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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
RWA
3726
Redmont Wealth Advisors
Illinois
$88.2K +$79.4K +759 New
WFA
3727
West Financial Advisors
Iowa
$86.1K
TC
3728
Tacita Capital
Ontario, Canada
$86K
CH
3729
Canton Hathaway
Rhode Island
$84K
NCTC
3730
New Covenant Trust Company
Indiana
$82.8K +$74.5K +712 New
MFC
3731
Mechanics Financial Corp
Ohio
$80.6K
ETS
3732
ESL Trust Services
New York
$75.6K +$68K +650 New
GIS
3733
Grayhawk Investment Strategies
Alberta, Canada
$73.3K
IFS
3734
Intelligent Financial Strategies
Minnesota
$69.7K
CTB
3735
Country Trust Bank
Illinois
$69.4K +$10.5K +100 +20%
KIG
3736
Kessler Investment Group
Indiana
$69.2K -$5.06M -48,342 -99%
MUMSS
3737
Mitsubishi UFJ Morgan Stanley Securities
Japan
$68.6K -$344K -3,284 -85%
CIAS
3738
CBIZ Investment Advisory Services
Ohio
$66.5K +$60K +573 New
SHIM
3739
Stone House Investment Management
Pennsylvania
$66.3K +$54.5K +521 +1,063%
DI
3740
DAGCO Inc
Ohio
$62K -$235K -2,242 -81%
BSWA
3741
Bromfield Sneider Wealth Advisors
Massachusetts
$59K
PAG
3742
Paladin Advisory Group
Iowa
$59K
CAM
3743
Costello Asset Management
Pennsylvania
$55.8K
UIA
3744
Ulland Investment Advisors
Minnesota
$55K +$4.6K +44 +10%
CJ
3745
Caitlin John
Michigan
$53.4K +$21.6K +206 +81%
PWM
3746
Partnership Wealth Management
Maryland
$52.3K
RTL
3747
Red Tortoise LLC
Georgia
$50.7K
MAM
3748
Marquette Asset Management
Minnesota
$49.8K
DFA
3749
DHJJ Financial Advisors
Illinois
$47.9K -$314 -3 -0.7%
NL
3750
NVWM LLC
Pennsylvania
$47.3K +$5.96K +57 +16%

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.