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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
NP
1051
NorthRock Partners
Minnesota
$5.86M +$275K +2,624 +5%
KFP
1052
Keystone Financial Planning
Ohio
$5.85M -$306K -2,921 -5%
HTI
1053
Hikari Tsushin Inc
Japan
$5.84M +$66.4K +635 +1%
PL
1054
Plancorp LLC
Missouri
$5.83M +$126K +1,200 +2%
BRM
1055
Boston Research & Management
Massachusetts
$5.83M -$26.1K -249 -0.5%
BB
1056
Berkshire Bank
Massachusetts
$5.82M -$596K -5,699 -10%
BCA
1057
Bay Colony Advisors
Massachusetts
$5.82M +$50.2K +480 +1%
HIC
1058
Hartline Investment Corp
Illinois
$5.82M +$4.8M +45,834 +1,086%
WIS
1059
Wright Investors Service
Connecticut
$5.8M -$55.8K -533 -1%
GGI
1060
Godsey & Gibb Inc
Virginia
$5.8M +$36.7K +351 +0.7%
SFWA
1061
Summit Financial Wealth Advisors
Louisiana
$5.79M +$347K +3,313 +7%
JIC
1062
Joel Isaacson & Co
New York
$5.79M +$754K +7,205 +17%
PF
1063
Phoenix Financial
Israel
$5.78M +$1.51M +14,391 +41%
CCWM
1064
Cassaday & Co Wealth Management
Virginia
$5.77M +$97K +927 +2%
CWM
1065
Concentric Wealth Management
California
$5.77M -$855K -8,168 -14%
CC
1066
Capital Counsel
New York
$5.72M +$48.1K +460 +0.9%
1WA
1067
180 Wealth Advisors
Washington
$5.72M -$203K -1,936 -4%
SVWAG
1068
Sound View Wealth Advisors Group
Georgia
$5.71M -$458K -4,380 -8%
PI
1069
Pettee Investors
Connecticut
$5.71M -$491K -4,691 -9%
PHIMC
1070
Private Harbour Investment Management & Counsel
Ohio
$5.71M -$58K -554 -1%
JCM
1071
Janney Capital Management
Pennsylvania
$5.71M -$160K -1,525 -3%
BCB
1072
Brian C. Broderick
$5.71M +$1.23M +11,738 +31%
KFGK
1073
Keystone Financial Group (Kentucky)
Kentucky
$5.7M +$413K +3,945 +9%
BMA
1074
Brooks Moore & Associates
Tennessee
$5.68M -$377K -3,599 -7%
HBT
1075
Hills Bank & Trust
Iowa
$5.68M -$71K -679 -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.