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
MFS
2451
Monetta Financial Services
Illinois
$988K
TLA
2452
Tanglewood Legacy Advisors
Texas
$987K +$5.65K +54 +0.6%
LK
2453
Lumbard & Kellner
New Hampshire
$987K -$31.4K -300 -3%
BBA
2454
Braun-Bostich & Associates
Pennsylvania
$987K -$16.1K -154 -2%
SIC
2455
Samalin Investment Counsel
New York
$986K -$45.4K -434 -5%
ALAM
2456
Asahi Life Asset Management
Japan
$985K -$39.8K -380 -4%
MLRA
2457
Main Line Retirement Advisors
Montana
$984K +$885K +8,463 New
CMS
2458
Capital Market Strategies
Florida
$984K -$40.7K -389 -4%
WAOTB
2459
Wealth Advisors of Tampa Bay
Florida
$983K
PWC
2460
PYA Waltman Capital
Tennessee
$983K
PIA
2461
Perennial Investment Advisors
California
$979K +$14.1K +135 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2462
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$976K -$72.4M -691,600 -99%
NRD
2463
Nebula Research & Development
New York
$975K +$419K +4,006 +91%
CFG
2464
Clayton Financial Group
Missouri
$974K +$877K +8,381 New
CWMGP
2465
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$974K -$241K -2,303 -22%
MFT
2466
Moisand Fitzgerald Tamayo
Florida
$973K
SDJVC
2467
St. Denis J. Villere & Co
Louisiana
$969K -$34.6K -331 -4%
ECM
2468
Elgethun Capital Management
South Dakota
$968K +$129K +1,234 +17%
HFA
2469
High Falls Advisors
New York
$966K -$157K -1,497 -15%
GWA
2470
Gratus Wealth Advisors
Virginia
$966K +$300K +2,865 +54%
NG
2471
Northstar Group
New York
$965K -$10.5K -100 -1%
QIM
2472
Quest Investment Management
Oregon
$965K
WCM
2473
Wealthcare Capital Management
Virginia
$965K -$7.53K -72 -0.9%
HWA
2474
Heartwood Wealth Advisors
Virginia
$964K -$68.5K -655 -7%
RCG
2475
Regatta Capital Group
California
$964K +$208K +1,988 +32%

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.