We are live on ! Find out more
XOM icon

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
BA
2476
Ballew Advisors
Mississippi
$282K -$164K -2,376 -37%
CAN
2477
Claraphi Advisory Network
United States
$282K -$71.2K -1,029 -20%
SWM
2478
Sculati Wealth Management
Michigan
$282K +$280K +4,042 New
SW
2479
SkyOak Wealth
Michigan
$282K +$280K +4,048 New
ACM
2480
Argent Capital Management
Missouri
$280K -$240K -3,466 -46%
EGWAG
2481
Elwood & Goetz Wealth Advisory Group
Georgia
$280K
FC
2482
Fusion Capital
South Carolina
$279K +$277K +3,999 New
RPG
2483
Resource Planning Group
Georgia
$278K -$28.6K -414 -9%
RCA
2484
Rowland Carmichael Advisors
Arizona
$278K -$5.81K -84 -2%
SIA
2485
SeaBridge Investment Advisors
New Jersey
$277K -$63.3K -915 -19%
IDA
2486
Intelligence Driven Advisers
California
$277K -$14.7K -212 -5%
NQWM
2487
Northwest Quadrant Wealth Management
Oregon
$277K -$8.44K -122 -3%
RIS
2488
Retirement Income Solutions
Michigan
$276K -$302K -4,363 -52%
NWM
2489
Northwest Wealth Management
Iowa
$276K -$72.7K -1,052 -21%
OBWP
2490
O'Brien Wealth Partners
Massachusetts
$276K -$40.9K -592 -13%
NED
2491
Nancy E. Dempze
$275K
SWP
2492
Summit Wealth Partners
Florida
$269K +$267K +3,856 New
RPAM
2493
Rhenman & Partners Asset Management
Sweden
$269K
CWA
2494
Capital Wealth Alliance
Arizona
$269K +$299K +4,328 New
22CM
2495
20/20 Capital Management
California
$269K +$300K +4,344 New
LRIA
2496
Leonard Rickey Investment Advisors
Washington
$268K -$71.2K -1,030 -21%
FSA
2497
Fort Sheridan Advisors
Illinois
$268K +$265K +3,835 New
PBF
2498
Petix & Botte Financial
California
$268K +$265K +3,837 New
IWP
2499
Insight Wealth Partners
Texas
$267K +$265K +3,828 New
AFA
2500
American Financial Advisors
Georgia
$266K -$1.18K -17 -0.5%

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.