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
CFP
1551
Catalyst Financial Partners
Massachusetts
$2.85M +$138K +1,316 +6%
BFO
1552
Biltmore Family Office
North Carolina
$2.85M +$3.56K +34 +0.1%
KCM
1553
Kathmere Capital Management
Pennsylvania
$2.85M -$17.5K -167 -0.7%
PWPS
1554
Pinnacle Wealth Planning Services
Ohio
$2.84M +$90.5K +865 +4%
TAIM
1555
Te Ahumairangi Investment Management
New Zealand
$2.84M -$47.1K -450 -2%
RGC
1556
Roberts, Glore & Co
Illinois
$2.84M +$3.66K +35 +0.1%
TCB
1557
Texas Capital Bancshares
Texas
$2.83M -$552K -5,280 -18%
WA
1558
Wealth Alliance
New York
$2.82M +$579K +5,533 +30%
SA
1559
Strategic Advisors
New York
$2.82M -$152K -1,457 -6%
RWA
1560
River Wealth Advisors
Pennsylvania
$2.82M +$413K +3,950 +19%
LAS
1561
Lloyd Advisory Services
Georgia
$2.8M +$2.03M +19,363 +407%
BOPW
1562
Brandywine Oak Private Wealth
Pennsylvania
$2.8M +$97.8K +935 +4%
AFP
1563
Ausdal Financial Partners
Iowa
$2.8M -$4.71K -45 -0.2%
MA
1564
MYDA Advisors
New York
$2.79M -$3.77M -36,000 -60%
OIM
1565
Opus Investment Management
Massachusetts
$2.79M
CGH
1566
CMG Global Holdings
Texas
$2.79M +$3.77K +36 +0.2%
CA
1567
CoreCap Advisors
Michigan
$2.78M +$230K +2,198 +10%
CGL
1568
Clarius Group LLC
Washington
$2.78M -$270K -2,584 -10%
CMP
1569
Coston McIsaac & Partners
Maine
$2.77M -$21.8K -208 -0.9%
WFAG
1570
Wescott Financial Advisory Group
Pennsylvania
$2.77M +$1.56M +14,929 +167%
CE
1571
Cornerstone Enterprises
Wisconsin
$2.77M +$457K +4,368 +23%
SC
1572
Stolper & Co
Oklahoma
$2.77M +$10.3K +98 +0.4%
TT
1573
TI-Trust
Illinois
$2.76M -$5.23K -50 -0.2%
WGAM
1574
Wilkinson Global Asset Management
New York
$2.76M -$71.1K -680 -3%
HC
1575
Hamilton Capital
Ohio
$2.76M -$26.3K -251 -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.