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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
BAM
901
Belpointe Asset Management
Nevada
$7.31M -$78.1K -746 -1%
ECU
902
Eisler Capital (UK)
United Kingdom
$7.3M -$24.5M -234,611 -79%
CIC
903
Crawford Investment Counsel
Georgia
$7.29M +$94.1K +899 +1%
EB
904
Eastern Bank
Massachusetts
$7.26M -$22.3K -213 -0.3%
SF
905
Symphony Financial
Texas
$7.26M +$596K +5,694 +10%
TNBTD
906
Trustmark National Bank Trust Department
Mississippi
$7.24M -$163K -1,561 -2%
SRC
907
Shufro Rose & Co
New York
$7.24M +$121K +1,155 +2%
ADL
908
Asset Dedication LLC
California
$7.23M +$532K +5,081 +9%
RIL
909
Rothschild Investment LLC
Illinois
$7.21M -$3.56K -34 -0.1%
WTFG
910
Wells Trecaso Financial Group
Ohio
$7.2M +$209K +1,994 +3%
PA
911
Parallel Advisors
California
$7.2M -$280K -2,676 -4%
LNWWM
912
Laird Norton Wetherby Wealth Management
California
$7.19M -$157K -1,496 -2%
Wolverine Trading
913
Wolverine Trading
Illinois
$7.17M -$11.8M -112,400 -65%
SFA
914
Semmax Financial Advisors
North Carolina
$7.17M -$71.3K -681 -1%
CCC
915
Chelsea Counsel Company
California
$7.14M -$10.5K -100 -0.2%
WSCM
916
Wellington Shields Capital Management
New York
$7.14M -$275K -2,628 -4%
CWM
917
Cornerstone Wealth Management
Missouri
$7.12M +$83.9K +802 +1%
AWA
918
Arkadios Wealth Advisors
Georgia
$7.08M -$79.7K -762 -1%
MG
919
Mather Group
Illinois
$7.06M -$7.54M -72,041 -50%
III
920
Independent Investors Inc
New York
$7.06M -$27K -258 -0.4%
WIC
921
Wilkins Investment Counsel
Massachusetts
$7.06M +$4.05M +38,729 +176%
BIM
922
Bridges Investment Management
Nebraska
$7.05M +$33.5K +320 +0.5%
NAMA
923
Nikko Asset Management Americas
New York
$7.05M -$447K -4,277 -7%
TCOT
924
Trust Company of Toledo
Ohio
$7.03M +$225K +2,147 +4%
BFM
925
Boston Financial Management
Massachusetts
$7.03M -$97.4K -931 -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.