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ExxonMobil

3,757 hedge funds and large institutions have $251B invested in ExxonMobil in 2023 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,545 increasing their positions, 1,458 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 400 | Existing positions closed: 157

11% more call options, than puts

Call options by funds: $6.37B | Put options by funds: $5.76B

5% more funds holding

Funds holding: 3,5763,757 (+181)

3.11% more ownership

Funds ownership: 59.53%62.64% (+3.1%)

6% more repeat investments, than reductions

Existing positions increased: 1,545 | Existing positions reduced: 1,458

11% less capital invested

Capital invested by funds: $282B → $251B (-$30.6B)

40% less funds holding in top 10

Funds holding in top 10: 392237 (-155)

Holders
3,757
Holders Change
+181
Holders Change %
+5.06%
% of All Funds
54.77%
Holding in Top 10
237
Holding in Top 10 Change
-155
Holding in Top 10 Change %
-39.54%
% of All Funds
3.45%
New
400
Increased
1,545
Reduced
1,458
Closed
157
Calls
$6.37B
Puts
$5.76B
Net Calls
+$615M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
3801
Blackstone Inc
New York
-$1.24M -10,514 Closed
SRC
3802
Samson Rock Capital
United Kingdom
-$1.22M -10,400 Closed
CPCM
3803
Cardinal Point Capital Management
Ontario, Canada
-$1.2M -10,220 Closed
SC
3804
Shay Capital
New York
-$1.08M -9,225 Closed
DWM
3805
Dopkins Wealth Management
New York
-$1.06M -8,983 Closed
RBCM
3806
Raub Brock Capital Management
California
-$1.04M -8,826 Closed
AFT
3807
Alpha Family Trust
California
-$1.02M -8,705 Closed
FWMM
3808
Foundation Wealth Management (Missouri)
Missouri
-$1.01M -8,556 Closed
WBC
3809
Westpac Banking Corp
Australia
-$858K -7,298 Closed
UFF
3810
USA Financial Formulas
Michigan
-$841K -7,152 Closed
JF
3811
JSF Financial
California
-$826K -7,026 Closed
GCM
3812
Greenland Capital Management
New York
-$792K -6,734 Closed
ACM
3813
Absolute Capital Management
Pennsylvania
-$787K -6,690 Closed
BCM
3814
Barometer Capital Management
Ontario, Canada
-$709K -6,030 Closed
GSWM
3815
Greenup Street Wealth Management
Michigan
-$668K -5,679 Closed
MIA
3816
Milestone Investment Advisors
Wisconsin
-$639K -5,435 Closed
CPC
3817
Cookson Peirce & Co
Pennsylvania
-$625K -5,318 Closed
BCM
3818
Bluefin Capital Management
New York
-$557K -5,300 Closed
T
3819
TCWP
Ohio
-$582K -4,948 Closed
ESCM
3820
Echo Street Capital Management
New York
-$559K -4,754 Closed
TA
3821
TFB Advisors
Kansas
-$544K -4,630 Closed
TA
3822
Trellis Advisors
Washington
-$517K -4,393 Closed
CANY
3823
Caxton Associates (New York)
New York
-$505K -4,298 Closed
WBG
3824
Wharton Business Group
Pennsylvania
-$489K -4,163 Closed
PFA
3825
Petra Financial Advisors
Colorado
-$476K -4,051 Closed

XOM Hedge Fund Activity: Q4 2023 in Review

3,757 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2023, worth a combined $251B — down 11% from $282B a quarter earlier.

Buyers outnumbered sellers: 400 funds opened new XOM positions and 157 closed out — a net gain of 243 holders — while 1,545 added to existing stakes and 1,458 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.12B. The largest seller was Capital World Investors, cutting an estimated $666M.

  • 3,757 institutional investors held ExxonMobil (XOM) as of Q4 2023, up from 3,576 in Q3 2023.
  • Funds reported $251B of ExxonMobil stock for Q4 2023, down 11% quarter-over-quarter.
  • 400 funds opened new ExxonMobil positions in Q4 2023 and 157 closed out, a net change of +243 holders.
  • The largest ExxonMobil buyer in Q4 2023 was Morgan Stanley, an estimated $6.12B added.
  • The largest ExxonMobil seller in Q4 2023 was Capital World Investors, an estimated $666M sold.

Based on aggregated 13F filings for Q4 2023.