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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
SL
2626
Salomon & Ludwin
Virginia
$186K
VIM
2627
Veritas Investment Management
United Kingdom
$184K
BC
2628
Barnett & Company
Tennessee
$169K
MS
2629
Mizuho Securities
Japan
$168K +$69.8K +1,010 +72%
KBFS
2630
Kohmann Bosshard Financial Services
Ohio
$167K
JWBC
2631
John W. Brooker & Co
California
$166K +$164K +2,374 New
BEI
2632
Benjamin Edwards Inc
Missouri
$163K +$15.1K +219 +10%
ACM
2633
AUA Capital Management
Pennsylvania
$161K -$97.7K -1,413 -38%
AA
2634
AlphaMark Advisors
Kentucky
$161K -$20.3K -294 -11%
HFS
2635
HBC Financial Services
Washington
$161K +$157K +2,266 New
LPWM
2636
Lake Point Wealth Management
Texas
$159K +$158K +2,282 New
CWM
2637
Cranbrook Wealth Management
Michigan
$157K -$7.88K -114 -5%
PWP
2638
Personal Wealth Partners
Minnesota
$154K
CMA
2639
Cedar Mountain Advisors
Oregon
$151K +$150K +2,167 New
DRS
2640
Deane Retirement Strategies
Louisiana
$148K
LWA
2641
Lowe Wealth Advisors
Maryland
$142K -$40.9K -592 -23%
GKIM
2642
GW&K Investment Management
Massachusetts
$140K -$143K -2,075 -51%
FWC
2643
First Washington Corp
Washington
$140K +$138K +2,000 New
FGAM
2644
Financial Gravity Asset Management
Texas
$138K -$16.3K -235 -17%
BCM
2645
Birch Capital Management
Texas
$137K +$136K +1,961 New
RCA
2646
Ranch Capital Advisors
Florida
$128K -$21K -304 -14%
JWM
2647
Janiczek Wealth Management
Colorado
$125K
CG
2648
Cutler Group
California
$125K +$124K +1,800 New
BAMG
2649
Brand Asset Management Group
Missouri
$124K +$277 +4 +0.2%
AJ
2650
Ashburton (Jersey)
Jersey
$116K -$1.8K -26 -2%

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.