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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
ARG
1201
Advisory Resource Group
Oklahoma
$4.72M +$376K +3,593 +10%
LSIA
1202
LaSalle St. Investment Advisors
Illinois
$4.71M +$2.55M +24,327 +136%
CW
1203
CreativeOne Wealth
Kansas
$4.71M +$460K +4,392 +12%
SIM
1204
Sprucegrove Investment Management
Ontario, Canada
$4.71M -$31.4K -300 -0.7%
EG
1205
Ellerson Group
Maryland
$4.7M -$84.7K -810 -2%
TW
1206
TrinityPoint Wealth
Connecticut
$4.69M +$469K +4,485 +12%
MSA
1207
McAlister Sweet & Associates
Texas
$4.69M -$1.02M -9,742 -19%
Jones Financial Companies
1208
Jones Financial Companies
Missouri
$4.68M +$1.48M +14,168 +54%
Koshinski Asset Management
1209
Koshinski Asset Management
Illinois
$4.66M +$766K +7,321 +22%
P
1210
Pitcairn
Pennsylvania
$4.65M +$89.2K +853 +2%
FCA
1211
FLC Capital Advisors
California
$4.65M +$252K +2,406 +6%
BW
1212
Bison Wealth
Georgia
$4.63M +$204K +1,945 +5%
FCB
1213
First County Bank
Connecticut
$4.62M -$377K -3,600 -8%
NAS
1214
Nicolet Advisory Services
Wisconsin
$4.62M +$269K +2,574 +7%
TLCM
1215
Twin Lakes Capital Management
California
$4.62M +$21.6K +206 +0.5%
HWAM
1216
Hennion & Walsh Asset Management
New Jersey
$4.62M +$186K +1,778 +5%
MC
1217
Medici Capital
California
$4.61M +$4.15M +39,700 New
BA
1218
Baugh & Associates
Georgia
$4.61M -$2.41K -23 -0.1%
MJP
1219
Michael J. Puzo
$4.61M +$366K +3,498 +10%
HF
1220
Halpern Financial
Virginia
$4.6M -$316K -3,016 -7%
PPP
1221
Private Portfolio Partners
New Jersey
$4.6M +$18.7K +179 +0.5%
NW
1222
NewEdge Wealth
Pennsylvania
$4.6M -$151K -1,441 -4%
STA
1223
Summit Trail Advisors
New York
$4.59M +$1.38M +13,210 +50%
SCI
1224
Stableford Capital II
Arizona
$4.58M -$22.4K -214 -0.5%
BA
1225
Bristlecone Advisors
Washington
$4.58M -$55.1K -527 -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.