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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
FTIS
951
First Trust Investment Solutions
Florida
$6.78M +$454K +4,342 +8%
EAM
952
Eagle Asset Management
Florida
$6.77M -$3.72M -35,586 -38%
BBA
953
BLB&B Advisors
Pennsylvania
$6.77M -$179K -1,715 -3%
ACM
954
Alpha Capital Management
Texas
$6.76M -$9K -86 -0.1%
MAS
955
Meeder Advisory Services
Ohio
$6.74M +$1.05K +10 +0%
SAIG
956
Semper Augustus Investments Group
Colorado
$6.73M +$165K +1,575 +3%
MSAM
957
Moloney Securities Asset Management
Missouri
$6.73M +$76.8K +734 +1%
SA
958
Shilanski & Associates
Alaska
$6.73M -$685K -6,545 -10%
IWM
959
IHT Wealth Management
Illinois
$6.71M -$503K -4,806 -8%
FCMT
960
Founders Capital Management (Texas)
Texas
$6.7M +$16.8K +161 +0.3%
BHWA
961
Beacon Harbor Wealth Advisors
Virginia
$6.69M +$193K +1,842 +3%
TWA
962
TCI Wealth Advisors
Arizona
$6.69M -$152K -1,449 -2%
CT
963
Caldwell Trust
Florida
$6.67M +$166K +1,583 +3%
HWM
964
Heirloom Wealth Management
Colorado
$6.66M +$915K +8,748 +18%
WWM
965
Western Wealth Management
Colorado
$6.66M -$1.87M -17,831 -24%
PIM
966
Plato Investment Management
Australia
$6.65M +$5.73M +54,804 +2,312%
MIP
967
Marietta Investment Partners
Wisconsin
$6.63M +$20.9K +200 +0.4%
FM
968
Foster & Motley
Ohio
$6.63M -$463K -4,423 -7%
DAS
969
Dynamic Advisor Solutions
Arizona
$6.6M +$56.7K +542 +1%
CB
970
Community Bank
New York
$6.6M -$88.1K -842 -1%
PSCM
971
Per Stirling Capital Management
Texas
$6.59M -$18.7K -179 -0.3%
RMC
972
Resources Management Corp
Connecticut
$6.56M +$250K +2,385 +4%
AAS
973
Ameritas Advisory Services
Nebraska
$6.56M +$1.87M +17,893 +46%
PTB
974
Pioneer Trust Bank
Oregon
$6.56M +$84.3K +806 +1%
WFI
975
West Family Investments
California
$6.54M +$42.2K +403 +0.7%

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.