We are live on ! Find out more
XOM icon

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
MC
576
Middleton & Co
Massachusetts
$15.2M +$469K +4,484 +4%
NB
577
Norinchukin Bank
Japan
$15.1M -$290K -2,771 -2%
TW
578
Transform Wealth
Colorado
$15M +$589K +5,625 +5%
AAM
579
Advisors Asset Management
Colorado
$15M -$617K -5,896 -4%
CIC
580
Cutler Investment Counsel
Oregon
$14.9M -$1.03M -9,820 -7%
PWM
581
Perigon Wealth Management
California
$14.9M +$1.35M +12,859 +11%
SFS
582
Sowell Financial Services
Arkansas
$14.8M -$682K -6,523 -5%
NMIMC
583
Northwestern Mutual Investment Management Company
Wisconsin
$14.6M -$82K -784 -0.6%
WI
584
Wafra Inc
New York
$14.6M
CTA
585
Chesley Taft & Associates
Illinois
$14.6M -$208K -1,986 -2%
RC
586
RBO & Co
California
$14.6M +$25.1K +240 +0.2%
NPT
587
Nixon Peabody Trust
Massachusetts
$14.6M +$250K +2,386 +2%
CGPCS
588
Capital Group Private Client Services
California
$14.5M +$11.7M +111,463 +830%
CSPIA
589
Cary Street Partners Investment Advisory
Virginia
$14.5M +$169K +1,620 +1%
IA
590
IFP Advisors
Florida
$14.5M -$905K -8,645 -6%
SB
591
Simmons Bank
Arkansas
$14.4M +$191K +1,827 +1%
PVI
592
Pine Valley Investments
New Jersey
$14.4M -$3.28M -31,364 -20%
HAI
593
Hennessy Advisors Inc
California
$14.3M +$4.83M +46,200 +60%
AF
594
Alerus Financial
North Dakota
$14.3M +$3.65M +34,853 +40%
WTC
595
WhitTier Trust Company
Nevada
$14.3M +$863K +8,248 +7%
BCWM
596
Bartlett & Co Wealth Management
Ohio
$14.3M -$1.1M -10,551 -8%
GCM
597
Graham Capital Management
Connecticut
$14.3M +$12.8M +122,763 New
KWM
598
Kingsview Wealth Management
Oregon
$14.3M +$1.21M +11,567 +10%
AFG
599
Allegheny Financial Group
Pennsylvania
$14.3M -$359K -3,433 -3%
WANY
600
Wealthspire Advisors (New York)
New York
$14.3M -$6.91K -66 -0.1%

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.