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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
RWML
2526
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$254K +$899 +13 +0.4%
CIC
2527
Cornercap Investment Counsel
Georgia
$253K -$1.52K -22 -0.6%
JFG
2528
JMG Financial Group
Illinois
$252K
PCM
2529
Pointe Capital Management
Michigan
$252K
RFWA
2530
RPg Family Wealth Advisory
Massachusetts
$251K -$114K -1,642 -31%
PIA
2531
Pinion Investment Advisors
Kansas
$251K +$29.9K +432 +14%
GSWM
2532
Golden State Wealth Management
California
$250K -$1.01M -14,674 -80%
TIM
2533
Total Investment Management
Arizona
$250K +$3.46K +50 +1%
CC
2534
Copperleaf Capital
North Carolina
$249K +$246K +3,562 New
SFP
2535
Shepherd Financial Partners
Massachusetts
$248K -$201K -2,903 -45%
VCM
2536
Vision Capital Management
Oregon
$248K +$24.9K +360 +11%
TK
2537
TIAA Kaspick
Massachusetts
$248K +$245K +3,550 New
TFA
2538
Toth Financial Advisory
Virginia
$247K -$93.8K -1,357 -28%
WAM
2539
Weiss Asset Management
Massachusetts
$246K -$17.6K -255 -7%
TC
2540
Trilogy Capital
California
$245K +$16K +231 +7%
CAL
2541
Capital Advisors Ltd
Ohio
$244K -$15.4K -222 -6%
SFC
2542
SYM Financial Corp
Indiana
$244K +$2.49K +36 +1%
KL
2543
KWMG LLC
Kansas
$244K +$11.2K +162 +5%
UAM
2544
UAS Asset Management
New York
$243K +$241K +3,480 New
PCP
2545
Proficio Capital Partners
Massachusetts
$242K +$4.5K +65 +2%
FPB
2546
First PREMIER Bank
South Dakota
$242K +$26.6K +385 +13%
PWS
2547
Private Wealth Strategies
Ohio
$242K +$240K +3,470 New
CISOA
2548
Capital Investment Services of America
Wisconsin
$241K -$3.46K -50 -1%
RTS
2549
Round Table Services
New Jersey
$241K
HA
2550
Harfst & Associates
Wyoming
$240K

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.