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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
HI
1026
Harbour Investments
Wisconsin
$6.11M +$168K +1,610 +3%
BCM
1027
BTC Capital Management
Iowa
$6.11M +$5.5M +52,550 New
GIA
1028
GHP Investment Advisors
Colorado
$6.08M +$403K +3,850 +8%
GQG Partners
1029
GQG Partners
Florida
$6.08M -$141M -1,344,113 -96%
MP
1030
McDonald Partners
Ohio
$6.07M +$139K +1,327 +3%
MCM
1031
Monarch Capital Management
Indiana
$6.07M -$47.1K -450 -0.9%
CCM
1032
Canal Capital Management
Virginia
$6.05M +$2.15M +20,553 +65%
CM
1033
Caption Management
Oklahoma
$6.04M +$5.44M +52,000 New
FLPIM
1034
F.L. Putnam Investment Management
Massachusetts
$6.04M -$3.06M -29,213 -36%
GA
1035
GFS Advisors
Texas
$6M +$419K +4,000 +8%
VA
1036
Valmark Advisers
Ohio
$6M +$225K +2,152 +4%
KFI
1037
Key Financial Inc
Pennsylvania
$5.97M -$225K -2,151 -4%
WWA
1038
WCG Wealth Advisors
Nevada
$5.96M +$205K +1,961 +4%
FTA
1039
Financial & Tax Architects
Missouri
$5.95M +$215K +2,051 +4%
TGAM
1040
TBH Global Asset Management
Tennessee
$5.94M +$130K +1,244 +2%
HAIM
1041
Hunter Associates Investment Management
Pennsylvania
$5.93M +$13.8K +132 +0.3%
PA
1042
Procyon Advisors
Connecticut
$5.93M +$947K +9,055 +22%
HZ
1043
Hixon Zuercher
Ohio
$5.92M +$227K +2,169 +4%
FSA
1044
Financial Sense Advisors
California
$5.92M +$1.41M +13,457 +36%
CF
1045
Concorde Financial
Texas
$5.91M -$845K -8,079 -14%
CWA
1046
CJM Wealth Advisers
Virginia
$5.9M -$416K -3,979 -7%
BFA
1047
Brendel Financial Advisors
New Hampshire
$5.88M -$8.06K -77 -0.2%
TSWM
1048
Triangle Securities Wealth Management
North Carolina
$5.88M +$158K +1,508 +3%
ECM
1049
Evergreen Capital Management
Washington
$5.88M +$470K +4,493 +10%
HC
1050
Hara Capital
Washington
$5.87M -$371K -3,548 -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.