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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
SCP
2551
Silverleafe Capital Partners
Tennessee
$239K
BL
2552
Balentine LLC
Georgia
$239K +$88.5K +1,280 +60%
GC
2553
Gibson Capital
Pennsylvania
$238K
SCA
2554
SMH Capital Advisors
Texas
$238K +$2.21K +32 +0.9%
AIM
2555
Aurora Investment Managers
Florida
$237K +$234K +3,391 New
HWA
2556
Heartwood Wealth Advisors
Virginia
$237K +$235K +3,402 New
SCA
2557
Stillwater Capital Advisors
Pennsylvania
$236K -$45.5K -658 -16%
VBFG
2558
Vishria Bird Financial Group
Tennessee
$236K -$26.4K -382 -10%
CWM
2559
Circle Wealth Management
New Jersey
$235K -$241K -3,490 -51%
RAM
2560
Redmond Asset Management
Virginia
$232K +$1.45K +21 +0.6%
JWM
2561
Jackson Wealth Management
Florida
$230K
DPI
2562
Diversified Portfolios Inc
Michigan
$228K -$256K -3,703 -53%
PDM
2563
Penn Davis McFarland
Texas
$228K
BF
2564
Blankinship & Foster
California
$227K
RW
2565
REDW Wealth
New Mexico
$226K -$70.9K -1,026 -24%
FGP
2566
Foyston, Gordon, & Payne
Ontario, Canada
$225K
PK
2567
Pflug Koory
Nebraska
$224K -$89.8K -1,298 -29%
NA
2568
Nottingham Advisors
New York
$224K -$62.2K -899 -22%
BCWM
2569
Blue Chip Wealth Management
Florida
$223K -$48.6K -703 -18%
WWM
2570
WT Wealth Management
Arizona
$223K -$3.46K -50 -2%
VFPI
2571
Vantage Financial Partners (Illinois)
Illinois
$223K
TCM
2572
Tandem Capital Management
New Jersey
$223K +$221K +3,200 New
WCWM
2573
Willow Creek Wealth Management
California
$221K +$11.9K +172 +6%
LWM
2574
Liberty Wealth Management
California
$219K -$50.1K -725 -19%
LCM
2575
Liberty Capital Management
Michigan
$219K

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.