We are live on ! Find out more
XOM icon

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
SAG
1476
SageView Advisory Group
California
$3.12M -$1.01M -9,617 -26%
FMP
1477
Financial Management Professionals
Texas
$3.1M -$120K -1,151 -4%
WBC
1478
West Branch Capital
Massachusetts
$3.1M +$445K +4,249 +19%
FWM
1479
Finer Wealth Management
Massachusetts
$3.09M -$16.1K -154 -0.6%
HG
1480
Herbst Group
Connecticut
$3.09M +$83.7K +800 +3%
SW
1481
SteelPeak Wealth
California
$3.09M +$1.45M +13,864 +109%
GGHC
1482
Gilder Gagnon Howe & Co
New York
$3.08M -$7.44M -71,134 -73%
POIA
1483
Pin Oak Investment Advisors
Texas
$3.08M +$6.7K +64 +0.2%
CPC
1484
Congress Park Capital
New York
$3.07M +$7.43K +71 +0.3%
AFA
1485
AllGen Financial Advisors
Florida
$3.07M +$53.8K +514 +2%
WKWM
1486
Walter & Keenan Wealth Management
Indiana
$3.07M +$5.34K +51 +0.2%
SBWIC
1487
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.07M
TI
1488
TTP Investments
California
$3.07M -$37.7K -360 -1%
NG
1489
Norden Group
Utah
$3.07M +$1.26M +12,001 +83%
EM
1490
Excalibur Management
Massachusetts
$3.06M +$93.9K +897 +4%
LFA
1491
Legacy Financial Advisors
Kentucky
$3.06M +$107K +1,027 +4%
WI
1492
Wintrust Investments
Illinois
$3.05M -$1.83M -17,520 -40%
PEA
1493
Park Edge Advisors
Ohio
$3.05M +$18.6K +178 +0.7%
OHIS
1494
Oak Harvest Investment Services
Texas
$3.05M -$69.1K -660 -2%
NSAM
1495
North Star Asset Management
Wisconsin
$3.04M -$290K -2,770 -10%
MLL
1496
Moody Lynn & Lieberson
Massachusetts
$3.04M -$4.48M -42,806 -62%
MCCP
1497
Mission Creek Capital Partners
California
$3.03M +$308K +2,948 +13%
EB
1498
Exchange Bank
California
$3.03M -$3.24K -31 -0.1%
GP
1499
Girard Partners
Pennsylvania
$3.03M +$517K +4,945 +23%
JC
1500
JB Capital
Connecticut
$3.03M -$46K -440 -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.