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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
SNBOSD
1576
Security National Bank of So Dak
Iowa
$2.76M -$47.1K -450 -2%
TI
1577
TrueMark Investments
Illinois
$2.76M -$114K -1,088 -4%
TTWM
1578
TCV Trust & Wealth Management
Virginia
$2.75M -$76.9K -735 -3%
RWMG
1579
Redwood Wealth Management Group
New Jersey
$2.74M +$11.1K +106 +0.5%
BFC
1580
Bedel Financial Consulting
Indiana
$2.74M -$94.9K -907 -4%
FMB
1581
Field & Main Bank
Kentucky
$2.73M -$523 -5 -0%
WIM
1582
Warwick Investment Management
Texas
$2.73M +$132K +1,260 +6%
SIM
1583
Sentry Investment Management
Wisconsin
$2.73M
SFS
1584
Strategic Financial Services
New York
$2.72M -$9K -86 -0.4%
NRG
1585
Nemes Rush Group
Michigan
$2.72M -$14.1K -135 -0.6%
RIA
1586
Realta Investment Advisors
Delaware
$2.72M +$67.5K +645 +3%
PAM
1587
Peninsula Asset Management
Florida
$2.72M +$51.3K +490 +2%
MAM
1588
Mystic Asset Management
Rhode Island
$2.72M +$9.94K +95 +0.4%
LFM
1589
LGT Fund Management
Liechtenstein
$2.72M +$262K +2,500 +12%
T
1590
TNF
Montana
$2.71M +$209 +2 +0%
VAS
1591
Vestmark Advisory Solutions
Massachusetts
$2.71M +$695K +6,641 +40%
ACG
1592
Allen Capital Group
Nebraska
$2.7M +$121K +1,152 +5%
BLC
1593
Brown, Lisle/Cummings
Rhode Island
$2.7M +$33.7K +322 +1%
NFG
1594
Norris Financial Group
South Carolina
$2.7M +$824K +7,876 +51%
PWMAG
1595
Pinnacle Wealth Management Advisory Group
New Jersey
$2.7M +$1.36K +13 +0.1%
AMG
1596
Advisors Management Group
Wisconsin
$2.7M -$117K -1,116 -5%
FFA
1597
Founders Financial Alliance
North Carolina
$2.7M +$123K +1,179 +5%
FBFS
1598
First Business Financial Services
Wisconsin
$2.69M -$2.51K -24 -0.1%
RMAM
1599
Raab & Moskowitz Asset Management
New Jersey
$2.69M +$60.7K +580 +3%
LGF
1600
LGT Group Foundation
Liechtenstein
$2.69M -$2.25M -21,508 -48%

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.