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ExxonMobil

3,529 hedge funds and large institutions have $257B invested in ExxonMobil in 2023 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 1,429 increasing their positions, 1,498 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 102

17% more call options, than puts

Call options by funds: $5.65B | Put options by funds: $4.81B

0% more funds holding

Funds holding: 3,5153,529 (+14)

0.48% less ownership

Funds ownership: 59.72%59.24% (-0.48%)

4% less capital invested

Capital invested by funds: $267B → $257B (-$9.77B)

5% less repeat investments, than reductions

Existing positions increased: 1,429 | Existing positions reduced: 1,498

23% less funds holding in top 10

Funds holding in top 10: 391303 (-88)

Holders
3,529
Holders Change
+14
Holders Change %
+0.4%
% of All Funds
55.4%
Holding in Top 10
303
Holding in Top 10 Change
-88
Holding in Top 10 Change %
-22.51%
% of All Funds
4.76%
New
150
Increased
1,429
Reduced
1,498
Closed
102
Calls
$5.65B
Puts
$4.81B
Net Calls
+$838M
Net Calls Change
-$356M
Name Holding Trade Value Shares
Change
Change in
Stake
KP
276
Kiltearn Partners
United Kingdom
$43.1M -$10.1M -92,250 -19%
NA
277
NewEdge Advisors
Louisiana
$42.7M +$5.54M +50,792 +15%
USAA
278
United Services Automobile Association
Texas
$41.7M +$12.7M +116,202 +43%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$41.6M -$2.61M -23,960 -6%
Wealthfront Advisers
280
Wealthfront Advisers
California
$41.5M -$1.56M -14,317 -4%
FCI
281
Financial Counselors Inc
Kansas
$41.4M +$1.11M +10,129 +3%
ELC
282
Edgar Lomax Company
Virginia
$40.8M -$567K -5,199 -1%
UIM
283
USS Investment Management
United Kingdom
$40.8M +$35.2M +322,700 +556%
Flossbach Von Storch
284
Flossbach Von Storch
Germany
$40.8M -$1.79M -16,365 -4%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$40.2M -$1.77M -16,187 -4%
CAM
286
Cresset Asset Management
Illinois
$39.9M +$27M +247,122 +198%
IPW
287
Inlet Private Wealth
Florida
$39.7M -$16.4K -150 -0%
MHC
288
Meyer Handelman Company
New York
$39.6M -$1.05M -9,664 -3%
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$39.4M -$17.9M -164,511 -31%
BCIM
290
British Columbia Investment Management
British Columbia, Canada
$39.4M -$118K -1,078 -0.3%
AAS
291
Avantax Advisory Services
Texas
$39M +$32.2K +295 +0.1%
UCFA
292
United Capital Financial Advisors
Texas
$38.7M -$14.4M -131,937 -27%
DADC
293
D.A. Davidson & Co
Montana
$38.6M +$118K +1,079 +0.3%
C
294
Certuity
Florida
$38.5M +$482K +4,416 +1%
Lido Advisors
295
Lido Advisors
California
$38.4M +$9.38M +86,005 +32%
DC
296
Davenport & Co
Virginia
$38M +$219K +2,003 +0.6%
Jennison Associates
297
Jennison Associates
New York
$37.9M +$16.4M +149,989 +74%
SBCM
298
Schwerin Boyle Capital Management
Massachusetts
$37.3M +$125K +1,150 +0.3%
TI
299
Tidal Investments
Wisconsin
$37.1M -$562K -5,154 -1%
RMDI
300
R.M. Davis Inc
Maine
$37M +$945K +8,657 +3%

XOM Hedge Fund Activity: Q2 2023 in Review

3,529 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2023, worth a combined $257B — down 3.7% from $267B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new XOM positions and 102 closed out — a net gain of 48 holders — while 1,429 added to existing stakes and 1,498 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $580M. The largest seller was State Street, cutting an estimated $1.34B.

  • 3,529 institutional investors held ExxonMobil (XOM) as of Q2 2023, up from 3,515 in Q1 2023.
  • Funds reported $257B of ExxonMobil stock for Q2 2023, down 3.7% quarter-over-quarter.
  • 150 funds opened new ExxonMobil positions in Q2 2023 and 102 closed out, a net change of +48 holders.
  • The largest ExxonMobil buyer in Q2 2023 was Fisher Asset Management, an estimated $580M added.
  • The largest ExxonMobil seller in Q2 2023 was State Street, an estimated $1.34B sold.

Based on aggregated 13F filings for Q2 2023.