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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
VV
551
Verity & Verity
South Carolina
$16.6M -$551K -5,264 -4%
HCM
552
Howland Capital Management
Massachusetts
$16.6M -$227K -2,170 -1%
NW
553
Naviter Wealth
Arkansas
$16.6M +$382K +3,647 +3%
IC
554
IEQ Capital
California
$16.6M +$1.41M +13,474 +10%
AWE
555
Avidian Wealth Enterprises
Texas
$16.4M -$95.5K -913 -0.6%
SCA
556
Stonebridge Capital Advisors
Minnesota
$16.3M +$886K +8,470 +6%
MGIA
557
Moneta Group Investment Advisors
Missouri
$16.3M +$1.11M +10,590 +8%
TWP
558
Tyche Wealth Partners
Texas
$16.1M +$84.4K +807 +0.6%
KCM
559
Kanawha Capital Management
Virginia
$16M +$242K +2,315 +2%
HCM
560
Hutchinson Capital Management
California
$16M +$314K +3,004 +2%
PWLP
561
Prio Wealth Limited Partnership
Massachusetts
$16M +$1.85M +17,664 +15%
WT
562
Whittier Trust
California
$15.9M -$257K -2,457 -2%
CIP
563
Chartwell Investment Partners
Pennsylvania
$15.9M -$4.87M -46,571 -25%
PMG
564
ProVise Management Group
Florida
$15.8M +$1.21M +11,555 +9%
ZCM
565
Ziegler Capital Management
Illinois
$15.8M -$4.24M -40,546 -23%
BIA
566
Biondo Investment Advisors
Pennsylvania
$15.8M -$122K -1,163 -0.8%
HTC
567
Haverford Trust Company
Pennsylvania
$15.7M +$385K +3,680 +3%
IPW
568
Invictus Private Wealth
Colorado
$15.7M -$262K -2,502 -2%
BCM
569
Bridgeway Capital Management
Texas
$15.7M +$110K +1,051 +0.8%
CC
570
Cadinha & Co
Hawaii
$15.6M -$294K -2,806 -2%
PI
571
PFG Investments
New York
$15.6M +$10.7M +102,051 +321%
CFSG
572
Community Financial Services Group
Vermont
$15.5M +$14M +133,354 New
FCM
573
Fourpath Capital Management
Oklahoma
$15.4M -$11.5K -110 -0.1%
HIP
574
HUB Investment Partners
Texas
$15.4M +$1.82M +17,437 +15%
KRSITF
575
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.2M -$1.22M -11,660 -8%

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.