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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
PCWA
3776
Pacific Capital Wealth Advisors
California
$20.2K +$1.26K +12 +7%
RVM
3777
Robinson Value Management
Texas
$18.6K
FRA
3778
Frank Rimerman Advisors
California
$18.4K
KFP
3779
Keener Financial Planning
Texas
$18K -$67.8K -648 -81%
SR
3780
Syntax Research
Florida
$17.7K
IA
3781
IFS Advisors
Kansas
$16.4K
BFS
3782
Bare Financial Services
Pennsylvania
$15.6K -$107K -1,025 -89%
HWP
3783
Highline Wealth Partners
California
$14.8K +$105 +1 +0.8%
AWM
3784
Activest Wealth Management
Florida
$14.7K +$523 +5 +4%
FCG
3785
Financial Connections Group
California
$14K +$11.8K +113 New
TCM
3786
TruNorth Capital Management
Michigan
$12.7K +$11.4K +109 New
PS
3787
PayPay Securities
Japan
$11.9K -$2.51K -24 -19%
PPWM
3788
PFG Private Wealth Management
Florida
$11.7K
NC
3789
nVerses Capital
Florida
$11.6K +$10.5K +100 New
GPFA
3790
Game Plan Financial Advisors
Ohio
$11K -$3.66K -35 -27%
CAM
3791
ClariVest Asset Management
California
$9.49K -$1.88K -18 -18%
PLU
3792
Performa Ltd (US)
South Carolina
$8.72K
ACM
3793
Anfield Capital Management
California
$8.14K +$7.32K +70 New
BCPWM
3794
Bradley & Co Private Wealth Management
Florida
$6.97K
WRM
3795
Weybosset Research & Management
Rhode Island
$6.85K
DCM
3796
Davidson Capital Management
Texas
$5.81K +$5.23K +50 New
TWP
3797
TFO Wealth Partners
Ohio
$5.12K -$4.81K -46 -51%
PIS
3798
POM Investment Strategies
North Carolina
$4.3K +$3.87K +37 New
GI
3799
GS Investments
Minnesota
$3.37K
PVH
3800
Psagot Value Holdings
Israel
$3K -$934K -8,925 -100%

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.