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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
PFA
2601
Plotkin Financial Advisors
Maryland
$210K +$208K +3,005 New
PGWM
2602
Parisi Gray Wealth Management
New Jersey
$209K -$27.4K -396 -12%
AA
2603
Altman Advisors
Illinois
$209K
MCC
2604
Malaga Cove Capital
California
$209K
MA
2605
MANA Advisors
New York
$209K +$207K +2,997 New
OEP
2606
Ocean Endowment Partners
Illinois
$209K +$207K +3,000 New
SCA
2607
Strategic Capital Advisers
Colorado
$208K
1W
2608
1776 Wealth
Georgia
$208K +$207K +2,992 New
ACM
2609
Ategra Capital Management
Virginia
$207K -$295K -4,268 -59%
PCM
2610
Princeton Capital Management
New Jersey
$206K +$17.3K +250 +8%
AAM
2611
AMI Asset Management
California
$205K +$203K +2,933 New
DSN
2612
D. Scott Neal
Kentucky
$205K +$203K +2,938 New
GA
2613
Geller Advisors
New York
$204K -$49.2K -712 -20%
HCM
2614
Highlander Capital Management
New Jersey
$204K
HWM
2615
HighMark Wealth Management
Minnesota
$204K +$203K +2,930 New
OR
2616
Olympiad Research
Connecticut
$204K +$203K +2,930 New
SFPG
2617
Stonebridge Financial Planning Group
Florida
$204K +$203K +2,930 New
MF
2618
Manchester Financial
California
$202K -$25.9K -374 -11%
AC
2619
Avenir Corporation
Virginia
$202K
SM
2620
Sciencast Management
New Jersey
$201K +$201K +2,900 New
EMB
2621
Elefante Mark B
$200K
EW
2622
Element Wealth
Mississippi
$200K +$198K +2,860 New
EIM
2623
Essex Investment Management
Massachusetts
$195K -$2.29M -33,049 -92%
TIM
2624
Tortoise Investment Management
New York
$193K
SA
2625
SRH Advisors
Kansas
$188K

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.