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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
THWM
2401
Taylor Hoffman Wealth Management
Virginia
$1.04M
SAI
2402
Savvy Advisors Inc
New York
$1.04M +$199K +1,898 +27%
RIM
2403
RW Investment Management
Idaho
$1.03M +$52.6K +503 +6%
HJGA
2404
Hardman Johnston Global Advisors
Connecticut
$1.03M
BHWM
2405
Beaird Harris Wealth Management
Texas
$1.03M +$62.4K +596 +7%
PG
2406
Proffitt & Goodson
Tennessee
$1.03M -$9.21K -88 -1%
FNBSF
2407
First National Bank Sioux Falls
South Dakota
$1.03M -$2.2K -21 -0.2%
SP
2408
Successful Portfolios
Florida
$1.03M -$53.3K -509 -5%
BAM
2409
Brave Asset Management
New Jersey
$1.02M +$3.45K +33 +0.4%
CCP
2410
Carmel Capital Partners
California
$1.02M +$9K +86 +1%
LPAM
2411
Lodestar Private Asset Management
California
$1.02M
CG
2412
Cynosure Group
Utah
$1.02M +$664K +6,347 +261%
AWP
2413
Ascent Wealth Partners
New York
$1.02M -$3.14K -30 -0.3%
EFA
2414
Evernest Financial Advisors
Indiana
$1.02M +$42.6K +407 +5%
NBT
2415
Northwest Bank & Trust
Iowa
$1.02M -$13.1K -125 -1%
CAL
2416
Capital Analysts LLC
Pennsylvania
$1.02M +$38.4K +367 +4%
PA
2417
PSI Advisors
Florida
$1.02M +$97.2K +929 +12%
AGWCA
2418
Annis Gardner Whiting Capital Advisors
Florida
$1.02M +$455K +4,345 +99%
WFA
2419
WMG Financial Advisors
Tennessee
$1.02M +$28.4K +271 +3%
W
2420
WPWealth
Texas
$1.01M +$9.42K +90 +1%
GWSG
2421
GPS Wealth Strategies Group
Colorado
$1.01M +$7.12K +68 +0.8%
FH
2422
FWG Holdings
Florida
$1.01M -$89.6K -856 -9%
CCA
2423
Cora Capital Advisors
New Jersey
$1.01M
JFA
2424
JNBA Financial Advisors
Minnesota
$1.01M -$1.05K -10 -0.1%
APWA
2425
Atlas Private Wealth Advisors
New Jersey
$1.01M -$877K -8,378 -49%

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.