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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
CS
476
Cannell & Spears
New York
$20.4M +$17.2M +164,027 +1,463%
IGAM
477
iA Global Asset Management
Quebec, Canada
$20.4M +$104K +996 +0.6%
VA
478
Vident Advisory
Georgia
$20.3M +$18.5K +177 +0.1%
RCYC
479
Richard C. Young & Co
Rhode Island
$20.3M +$69.9K +668 +0.4%
FCH
480
Freestone Capital Holdings
Washington
$20.2M +$1.73M +16,495 +11%
HFS
481
Hantz Financial Services
Michigan
$20.1M -$627K -5,993 -3%
AHC
482
Adell Harriman & Carpenter
Texas
$20.1M +$571K +5,460 +3%
Man Group
483
Man Group
United Kingdom
$19.9M -$5.53M -52,876 -24%
HAG
484
HighPoint Advisor Group
Illinois
$19.8M +$1.1M +10,530 +7%
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$19.8M -$261K -2,498 -1%
NA
486
Navellier & Associates
Nevada
$19.7M +$323K +3,083 +2%
SWM
487
Segment Wealth Management
Texas
$19.7M -$592K -5,657 -3%
LNC
488
Lincoln National Corp
Pennsylvania
$19.5M -$39.5K -378 -0.2%
OWP
489
Obermeyer Wealth Partners
Colorado
$19.4M +$1.54M +14,683 +10%
SCTC
490
Sanibel Captiva Trust Company
Florida
$19.4M -$670K -6,404 -4%
NMIFOAC
491
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$19.4M
GI
492
Gradient Investments
Minnesota
$19.3M -$2.94M -28,126 -14%
KP
493
Kiltearn Partners
United Kingdom
$19.3M -$6.53M -62,400 -27%
BCI
494
Brinker Capital Investments
Pennsylvania
$19.3M +$1.76M +16,853 +11%
OPS
495
Orion Portfolio Solutions
Nebraska
$19.3M +$1.76M +16,853 +11%
BFIM
496
Beese Fulmer Investment Management
Ohio
$19.3M +$317K +3,028 +2%
Lazard Asset Management
497
Lazard Asset Management
New York
$19.2M -$5.33M -50,938 -24%
BST
498
Bath Savings Trust
Maine
$19.1M -$5.54K -53 -0%
AF
499
Allworth Financial
California
$19.1M +$623K +5,953 +4%
DJSG
500
D.J. St. Germain
Massachusetts
$19.1M +$26.8K +256 +0.2%

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.