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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
CT
1401
Clearstead Trust
Maine
$3.48M -$1.99K -19 -0.1%
RWB
1402
RMR Wealth Builders
New Jersey
$3.48M +$540K +5,165 +21%
LNB
1403
Ledyard National Bank
$3.47M +$3.35K +32 +0.1%
MFP
1404
Meridian Financial Partners
Virginia
$3.46M -$2.41K -23 -0.1%
LCM
1405
Logan Capital Management
Pennsylvania
$3.46M
JF
1406
Jump Financial
Illinois
$3.45M +$760K +7,260 +32%
RCAG
1407
Rehmann Capital Advisory Group
Michigan
$3.45M +$266K +2,546 +9%
MGWM
1408
Marks Group Wealth Management
Minnesota
$3.45M -$167K -1,599 -5%
PFA
1409
Pure Financial Advisors
California
$3.44M +$705K +6,735 +29%
GFA
1410
Gifford Fong Associates
California
$3.43M
ACP
1411
Aveo Capital Partners
Colorado
$3.43M +$948K +9,058 +44%
NSB
1412
Norway Savings Bank
Maine
$3.43M -$50.2K -480 -2%
1WM
1413
1900 Wealth Management
Texas
$3.42M +$12.6K +120 +0.4%
CA
1414
Crewe Advisors
Utah
$3.41M +$3.07M +29,368 New
MW
1415
Marcum Wealth
Ohio
$3.41M +$82.8K +791 +3%
SAM
1416
Secure Asset Management
Michigan
$3.4M -$49.2K -470 -2%
CAMG
1417
CWA Asset Management Group
Florida
$3.4M +$107K +1,027 +4%
LCS
1418
Levin Capital Strategies
New York
$3.39M
TAM
1419
Taurus Asset Management
New York
$3.38M -$32.9K -314 -1%
PCS
1420
Personal CFO Solutions
New Jersey
$3.38M +$289K +2,763 +11%
B
1421
Bailard
California
$3.38M +$69.8K +667 +2%
IBOK
1422
Independence Bank of Kentucky
Kentucky
$3.38M +$316K +3,023 +12%
BC
1423
Broadwater Capital
Massachusetts
$3.37M -$31.4K -300 -1%
BFO
1424
Boston Family Office
Massachusetts
$3.36M -$65.4K -625 -2%
TC
1425
Trilogy Capital
California
$3.36M +$390K +3,727 +15%

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.