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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
EWS
1376
Eagle Wealth Strategies
New Jersey
$3.6M -$15.1K -144 -0.5%
JWA
1377
JFS Wealth Advisors
Pennsylvania
$3.6M +$31.3K +299 +1%
YIA
1378
YHB Investment Advisors
Connecticut
$3.59M +$3.66K +35 +0.1%
LS
1379
Leelyn Smith
Illinois
$3.59M -$113K -1,078 -3%
MBT
1380
Montecito Bank & Trust
California
$3.58M +$6.7K +64 +0.2%
FFP
1381
FourThought Financial Partners
Florida
$3.58M +$10.3K +98 +0.3%
KIC
1382
Keating Investment Counselors
Florida
$3.58M -$720K -6,878 -18%
HB
1383
HTLF Bank
Colorado
$3.57M -$193K -1,843 -6%
MPI
1384
Mairs & Power Inc
Minnesota
$3.57M -$69.7K -666 -2%
AIA
1385
Affinity Investment Advisors
California
$3.57M +$995K +9,507 +45%
EW
1386
Evoke Wealth
California
$3.57M +$3.21M +30,670 New
DIP
1387
Davis Investment Partners
North Carolina
$3.56M +$119K +1,137 +4%
BAM
1388
Berkshire Asset Management
Pennsylvania
$3.55M -$34.8K -333 -1%
FGA
1389
Fortis Group Advisors
New Jersey
$3.54M -$130K -1,244 -4%
RSWM
1390
Robertson Stephens Wealth Management
California
$3.54M +$41K +392 +1%
PDL
1391
Portfolio Design Labs
California
$3.54M +$1.67M +15,951 +110%
HNWAG
1392
High Net Worth Advisory Group
Florida
$3.54M +$120K +1,145 +4%
EFG
1393
Embree Financial Group
Illinois
$3.53M -$57.2K -547 -2%
SLC
1394
Second Line Capital
Louisiana
$3.53M +$702K +6,713 +28%
AA
1395
Advisory Alpha
Michigan
$3.52M -$60.5K -578 -2%
KWMG
1396
King Wealth Management Group
Florida
$3.52M +$550K +5,256 +21%
CAM
1397
Creekmur Asset Management
Illinois
$3.51M -$417K -3,988 -12%
MJRIC
1398
Mogy Joel R Investment Counsel
California
$3.5M
BCP
1399
Blackhawk Capital Partners
Wisconsin
$3.5M -$435K -4,162 -12%
PBK
1400
Peoples Bank (Kansas)
Kansas
$3.48M +$40.8K +390 +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.