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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
SL
876
Sentry LLC
Tennessee
$7.74M -$22.1K -211 -0.3%
WDC
877
Woodward Diversified Capital
California
$7.74M +$87.2K +833 +1%
KC
878
Knuff & Co
California
$7.71M -$105K -1,000 -1%
PS
879
Principal Securities
Iowa
$7.7M +$620K +5,926 +10%
GRP
880
Global Retirement Partners
California
$7.64M +$125K +1,197 +2%
RWM
881
Ritholtz Wealth Management
New York
$7.63M +$196K +1,876 +3%
LIM
882
Leavell Investment Management
Alabama
$7.6M -$470K -4,489 -6%
IPW
883
IronBridge Private Wealth
Texas
$7.59M +$279K +2,667 +4%
FNBOMD
884
First National Bank of Mount Dora
Florida
$7.58M -$51.5K -492 -0.7%
SMI
885
Shelter Mutual Insurance
Missouri
$7.57M
GWM
886
Glass Wealth Management
Texas
$7.56M +$6.8M +65,004 New
AWM
887
Accurate Wealth Management
Florida
$7.56M +$73.6K +703 +1%
WAAG
888
Wealth Alliance Advisory Group
Kansas
$7.54M +$55.3K +529 +0.8%
RFWA
889
RPg Family Wealth Advisory
Massachusetts
$7.52M +$83.5K +798 +1%
UM
890
UniSuper Management
Australia
$7.51M +$3.6M +34,368 +114%
ECG
891
Edge Capital Group
Georgia
$7.51M -$315K -3,006 -4%
FAM
892
Fred Alger Management
New York
$7.5M +$765K +7,308 +13%
KA
893
Kercheville Advisors
Texas
$7.49M +$71.3K +681 +1%
M
894
MOTCO
Texas
$7.46M +$166K +1,588 +3%
PP
895
Paloma Partners
Connecticut
$7.44M +$3.71M +35,439 +124%
CPIG
896
Chicago Partners Investment Group
Illinois
$7.42M +$51.7K +494 +0.8%
EIP
897
Easterly Investment Partners
Massachusetts
$7.42M -$2.15M -20,587 -24%
MSCM
898
McElhenny Sheffield Capital Management
Texas
$7.35M -$130K -1,243 -2%
LWP
899
LMG Wealth Partners
Louisiana
$7.35M +$268K +2,557 +4%
SWM
900
Sendero Wealth Management
Texas
$7.34M +$25.9K +248 +0.4%

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.