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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
MLFP
2426
MPS Loria Financial Planners
Illinois
$1.01M -$29.6K -283 -3%
LA
2427
LBP AM
France
$1.01M -$91.9K -878 -9%
ICM
2428
IMS Capital Management
Oregon
$1M +$6.17K +59 +0.7%
AWA
2429
Aletheian Wealth Advisors
Washington
$1M +$103K +983 +13%
ODIJL
2430
One Day In July LLC
Vermont
$1M +$257K +2,453 +40%
PA
2431
Perennial Advisors
New York
$1M
CAC
2432
Certified Advisory Corp
Florida
$1M -$9.63K -92 -1%
FMN
2433
Financial Management Network
California
$1M -$38.3K -366 -4%
OIA
2434
Optimum Investment Advisors
Illinois
$1M
MCM
2435
McRae Capital Management
New Jersey
$998K -$59.4K -568 -6%
4WM
2436
49 Wealth Management
Texas
$998K +$93.9K +897 +12%
FFA
2437
Fi3 Financial Advisors
Indiana
$997K +$151K +1,447 +20%
CCG
2438
Cloverfields Capital Group
Minnesota
$997K -$4.58M -43,728 -84%
MKC
2439
M. Kraus & Co
Vermont
$996K -$92.4K -883 -9%
CSWM
2440
Cassady Schiller Wealth Management
Ohio
$996K +$160K +1,528 +22%
BFA
2441
Beacon Financial Advisory
Ohio
$995K -$188K -1,794 -17%
CBFP
2442
Cedar Brook Financial Partners
Ohio
$995K -$3.56K -34 -0.4%
WIA
2443
World Investment Advisors
California
$994K -$854K -8,160 -51%
RPGK
2444
Retirement Planning Group (Kansas)
Kansas
$993K +$34.7K +332 +4%
BWP
2445
Balboa Wealth Partners
Arizona
$991K +$133K +1,270 +18%
OCBCO
2446
Oversea-Chinese Banking Corp (OCBC)
Singapore
$991K +$892K +8,527 New
FIC
2447
Family Investment Center
Missouri
$991K -$335K -3,200 -27%
EIG
2448
Ellenbecker Investment Group
Wisconsin
$991K -$14.9K -142 -2%
WAM
2449
Walker Asset Management
Missouri
$991K -$19K -182 -2%
DI
2450
Diligent Investors
California
$990K +$27.1K +259 +3%

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.