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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
KCG
1101
Kinsale Capital Group
Virginia
$5.42M +$804K +7,689 +20%
VWM
1102
Venturi Wealth Management
Texas
$5.41M -$138K -1,318 -3%
DCM
1103
Dudley Capital Management
Virginia
$5.41M +$1.36K +13 +0%
QCG
1104
Quadrant Capital Group
Ohio
$5.4M -$6.91K -66 -0.1%
V
1105
VeraBank
Texas
$5.38M -$1.88K -18 -0%
CWM
1106
Chemistry Wealth Management
New York
$5.37M +$144K +1,380 +3%
CM
1107
Capula Management
Cayman Islands
$5.37M +$4.83M +46,206 New
DPIM
1108
Duff & Phelps Investment Management
Illinois
$5.36M +$140K +1,342 +3%
SF
1109
Summit Financial
New Jersey
$5.35M +$705K +6,741 +17%
WPC
1110
Wedmont Private Capital
Pennsylvania
$5.35M +$630K +6,020 +16%
WPP
1111
Whalerock Point Partners
Rhode Island
$5.34M +$33.1K +316 +0.7%
FSWA
1112
Financial Synergies Wealth Advisors
Texas
$5.34M +$2.48M +23,744 +107%
LNWTC
1113
Laird Norton Wetherby Trust Company
Washington
$5.34M -$9.51M -90,886 -66%
SFO
1114
Stokes Family Office
Louisiana
$5.32M +$36.8K +352 +0.8%
CPBTD
1115
Central Pacific Bank - Trust Division
Hawaii
$5.31M +$4.75M +45,425 New
AB
1116
Atlas Brown
Kentucky
$5.31M +$275K +2,632 +6%
FCCM
1117
First City Capital Management
Georgia
$5.31M -$90K -860 -2%
KWA
1118
Kingswood Wealth Advisors
California
$5.29M +$704K +6,724 +17%
HKAM
1119
Horizon Kinetics Asset Management
New York
$5.29M
ACA
1120
Ascension Capital Advisors
Texas
$5.29M
JPWM
1121
Jamison Private Wealth Management
Georgia
$5.28M +$73K +698 +2%
NLP
1122
Next Level Private
New York
$5.28M +$153K +1,459 +3%
ACP
1123
Aviance Capital Partners
Florida
$5.27M +$844K +8,070 +22%
MFS
1124
Mirabella Financial Services
United Kingdom
$5.25M +$4.73M +45,207 New
AMIM
1125
Aull & Monroe Investment Management
Alabama
$5.25M -$94.1K -899 -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.