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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
ATC
401
Argent Trust Co
Tennessee
$26.8M +$1.02M +9,777 +4%
HR
402
Howe & Rusling
New York
$26.8M +$393K +3,756 +2%
MCM
403
Mill Capital Management
North Carolina
$26.8M -$41.5K -397 -0.2%
MGP
404
Metis Global Partners
California
$26.6M -$343K -3,282 -1%
SWP
405
Stratos Wealth Partners
Ohio
$26.6M -$838K -8,011 -3%
CB
406
Cadence Bank
Mississippi
$26.4M +$2.03M +19,369 +9%
ASN
407
Advisory Services Network
Georgia
$26.3M -$678K -6,477 -3%
DWP
408
Daymark Wealth Partners
Ohio
$26.2M +$480K +4,589 +2%
AA
409
ALPS Advisors
Colorado
$26.2M -$1.62M -15,440 -6%
RC
410
Randolph Company
Ohio
$26.1M -$45.5K -435 -0.2%
IAA
411
Independent Advisor Alliance
North Carolina
$25.7M +$536K +5,126 +2%
DIS
412
Diversified Investment Strategies
Louisiana
$25.6M -$192K -1,831 -0.8%
MSR
413
Main Street Research
Connecticut
$25.5M +$890K +8,510 +4%
OAM
414
Oppenheimer Asset Management
New York
$25.4M -$1.95M -18,665 -8%
UCFA
415
United Capital Financial Advisors
Texas
$25.4M -$955K -9,132 -4%
BFS
416
Bradley Foster & Sargent
Connecticut
$25.3M -$844K -8,068 -4%
BBHC
417
Brown Brothers Harriman & Co
New York
$25.2M -$187K -1,784 -0.8%
AI
418
Atria Investments
North Carolina
$25.2M +$3.69M +35,287 +19%
SWM
419
Spire Wealth Management
Virginia
$25.1M -$295K -2,819 -2%
SC
420
Scotia Capital
Ontario, Canada
$25M +$6.08M +58,091 +37%
GAM
421
Guinness Asset Management
United Kingdom
$25M -$1.53M -14,592 -6%
BSW
422
Buckingham Strategic Wealth
Missouri
$25M +$690K +6,599 +3%
CA
423
Cornerstone Advisors
North Carolina
$24.9M +$743K +7,100 +3%
TAM
424
Tocqueville Asset Management
New York
$24.9M +$4.26M +40,720 +23%
ACIM
425
Azimuth Capital Investment Management
Michigan
$24.8M -$599K -5,726 -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.