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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
CFIA
426
Cantor Fitzgerald Investment Advisors
New York
$24.5M -$586K -5,601 -3%
JIC
427
Johnson Investment Counsel
Ohio
$24.5M +$309K +2,957 +1%
GT
428
Glenview Trust
Kentucky
$24.5M +$2.43M +23,191 +12%
DWM
429
Dakota Wealth Management
Florida
$24.4M +$1.05M +10,068 +5%
USCWA
430
U.S. Capital Wealth Advisors
Texas
$24.4M +$187K +1,785 +0.9%
PA
431
Pinnacle Associates
New York
$24.3M -$351K -3,358 -2%
VCP
432
Verus Capital Partners
Arizona
$24.2M -$2.83M -27,055 -12%
ONB
433
Old National Bancorp
Indiana
$24.1M -$337K -3,222 -2%
IWC
434
Integrated Wealth Concepts
Massachusetts
$24M +$444K +4,244 +2%
WSFS
435
Wilmington Savings Fund Society
Delaware
$23.9M +$21.6M +205,977 New
AP
436
Americana Partners
Texas
$23.9M +$1.25M +11,921 +6%
WIC
437
Willis Investment Counsel
Georgia
$23.9M +$124K +1,183 +0.6%
SGAM
438
Smith Group Asset Management
Texas
$23.8M -$1.36M -13,006 -6%
TC
439
TownSquare Capital
Utah
$23.8M +$6.36M +60,816 +42%
SCI
440
S&CO Inc
Massachusetts
$23.7M
Kovitz Investment Group Partners
441
Kovitz Investment Group Partners
Illinois
$23.7M +$8.36M +79,946 +65%
NMERB
442
New Mexico Educational Retirement Board
New Mexico
$23.5M -$889K -8,500 -4%
O
443
Ossiam
France
$23.2M +$19.3M +184,205 +1,166%
LBC
444
Lowe Brockenbrough & Co
Virginia
$23.2M +$188K +1,798 +0.9%
KPWS
445
Kestra Private Wealth Services
Texas
$23.2M +$1.49M +14,265 +8%
CM
446
Churchill Management
California
$23.1M -$170K -1,626 -0.8%
BCM
447
Brookstone Capital Management
Illinois
$23.1M -$529K -5,055 -2%
GAM
448
Gotham Asset Management
New York
$23M -$3.13M -29,950 -13%
Verition Fund Management
449
Verition Fund Management
Connecticut
$23M +$1.07M +10,182 +5%
CIA
450
Capital Investment Advisors
Georgia
$23M +$465K +4,444 +2%

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.