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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
EA
2501
Elm Advisors
California
$266K
BCM
2502
Brooktree Capital Management
Michigan
$266K +$263K +3,807 New
FFG
2503
Ford Financial Group
California
$265K -$606K -8,761 -70%
CFN
2504
Cordasco Financial Network
Florida
$264K +$10.4K +151 +4%
HWA
2505
HHM Wealth Advisors
Tennessee
$263K -$124K -1,793 -32%
SRIM
2506
Saratoga Research & Investment Management
California
$263K +$8.71K +126 +3%
UWPG
2507
Ullmann Wealth Partners Group
Florida
$261K -$37.8K -546 -13%
CP
2508
Corbenic Partners
Pennsylvania
$261K +$259K +3,740 New
SSWG
2509
Seven Springs Wealth Group
Tennessee
$261K +$259K +3,744 New
BP
2510
Broadleaf Partners
Ohio
$261K +$259K +3,746 New
VC
2511
Veracity Capital
Georgia
$261K +$259K +3,746 New
VSWA
2512
Vontobel Swiss Wealth Advisors
Switzerland
$260K -$51K -738 -17%
CA
2513
CapWealth Advisors
Tennessee
$260K
SCG
2514
Sonata Capital Group
Washington
$260K
CSA
2515
Cottage Street Advisors
Massachusetts
$259K -$109K -1,580 -30%
SDWMA
2516
Schneider Downs Wealth Management Advisors
Pennsylvania
$259K +$256K +3,705 New
RCP
2517
Rothschild Capital Partners
New York
$258K
GAM
2518
Gemmer Asset Management
California
$257K -$71.4K -1,032 -22%
PA
2519
Prism Advisors
California
$257K +$17.1K +248 +7%
MFG
2520
Menard Financial Group
Texas
$257K +$255K +3,682 New
C
2521
Certuity
Florida
$257K +$255K +3,684 New
AWM
2522
Affinity Wealth Management
Delaware
$256K -$198K -2,865 -44%
LFS
2523
Legacy Financial Strategies
Kansas
$255K
GPA
2524
Garrison Point Advisors
California
$255K +$27.7K +400 +12%
RFN
2525
RDA Financial Network
Iowa
$254K -$3.46K -50 -1%

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.