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ExxonMobil

2,734 hedge funds and large institutions have $165B invested in ExxonMobil in 2019 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 821 increasing their positions, 1,349 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more first-time investments, than exits

New positions opened: 332 | Existing positions closed: 72

9% more funds holding

Funds holding: 2,5142,734 (+220)

0.08% more ownership

Funds ownership: 55.77%55.85% (+0.08%)

1% less capital invested

Capital invested by funds: $167B → $165B (-$1.54B)

16% less funds holding in top 10

Funds holding in top 10: 211178 (-33)

18% less call options, than puts

Call options by funds: $1.74B | Put options by funds: $2.12B

39% less repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 1,349

Holders
2,734
Holders Change
+220
Holders Change %
+8.75%
% of All Funds
53.86%
Holding in Top 10
178
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-15.64%
% of All Funds
3.51%
New
332
Increased
821
Reduced
1,349
Closed
72
Calls
$1.74B
Puts
$2.12B
Net Calls
-$376M
Net Calls Change
-$438M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
Frontier Investment Management
Texas
$44.2M -$140K -2,021 -0.3%
WB
227
WesBanco Bank
West Virginia
$43.9M -$989K -14,296 -2%
Rafferty Asset Management
228
Rafferty Asset Management
New York
$43.6M -$13.9M -200,377 -24%
AB
229
Amalgamated Bank
New York
$43.4M +$3.3M +47,664 +8%
MIS
230
Morningstar Investment Services
Illinois
$43.3M +$13M +187,624 +43%
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
$42.7M +$698K +10,087 +2%
KCM
232
Kornitzer Capital Management
Kansas
$42.5M -$1.61M -23,268 -4%
MSA
233
Mason Street Advisors
Wisconsin
$42.1M +$61.3K +887 +0.1%
DILIC
234
Dai-ichi Life Insurance Company
Japan
$41.9M -$186K -2,691 -0.4%
TAM
235
Tocqueville Asset Management
New York
$41.8M -$15.7M -227,671 -28%
DADC
236
D.A. Davidson & Co
Montana
$41.8M +$710K +10,274 +2%
MIP
237
Mondrian Investment Partners
United Kingdom
$41.6M +$5.99M +86,683 +17%
Wolverine Trading
238
Wolverine Trading
Illinois
$41.3M +$33.2M +480,419 +421%
WF
239
Welch & Forbes
Massachusetts
$40.9M -$3.04M -43,932 -7%
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40M +$262K +3,784 +0.7%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$39.9M -$8.96M -129,628 -18%
MOACM
242
Mutual of America Capital Management
New York
$39.7M +$276K +3,995 +0.7%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$38.9M -$732K -10,590 -2%
AA
244
ALPS Advisors
Colorado
$38.8M +$34.5M +498,830 +880%
SAM
245
Shell Asset Management
Netherlands
$38.8M -$2.54M -36,677 -6%
EIC
246
Equity Investment Corp
Georgia
$38M -$1.61M -23,217 -4%
NPA
247
Nichols & Pratt Advisers
Massachusetts
$37.5M -$3.97M -57,433 -10%
SAM
248
Silvercrest Asset Management
New York
$36.8M -$1.03M -14,921 -3%
CGH
249
Crossmark Global Holdings
Texas
$36.2M +$714K +10,330 +2%
WBC
250
Westpac Banking Corp
Australia
$36.2M -$692K -10,000 -2%

XOM Hedge Fund Activity: Q4 2019 in Review

2,734 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2019, worth a combined $165B — down 0.92% from $167B a quarter earlier.

Buyers outnumbered sellers: 332 funds opened new XOM positions and 72 closed out — a net gain of 260 holders — while 821 added to existing stakes and 1,349 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Capital World Investors, cutting an estimated $1.04B.

  • 2,734 institutional investors held ExxonMobil (XOM) as of Q4 2019, up from 2,514 in Q3 2019.
  • Funds reported $165B of ExxonMobil stock for Q4 2019, down 0.92% quarter-over-quarter.
  • 332 funds opened new ExxonMobil positions in Q4 2019 and 72 closed out, a net change of +260 holders.
  • The largest ExxonMobil buyer in Q4 2019 was State Street, an estimated $347M added.
  • The largest ExxonMobil seller in Q4 2019 was Capital World Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q4 2019.