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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
ME
2651
McIlrath & Eck
Washington
$115K -$4.63K -67 -4%
FEG
2652
Financial Enhancement Group
Indiana
$115K -$692 -10 -0.6%
JWBC
2653
John W. Bristol & Co
New York
$112K +$9.68K +140 +10%
NPP
2654
New Potomac Partners
Maryland
$110K -$20.7K -300 -16%
SL
2655
Savior LLC
Massachusetts
$110K +$109K +1,579 New
LWM
2656
Lenox Wealth Management
Ohio
$107K +$11.2K +162 +12%
IUHSA
2657
Itau Unibanco Holding S.A.
Brazil
$106K -$637K -9,208 -86%
CII
2658
Capital International Inc
California
$103K -$1.73K -25 -2%
HCM
2659
Horrell Capital Management
Arkansas
$103K
FFW
2660
Fusion Family Wealth
New York
$102K
MIM
2661
Macroview Investment Management
Maryland
$102K +$6.64K +96 +7%
WB
2662
West Bancorporation
Iowa
$99K +$97.7K +1,413 New
CFG
2663
CKW Financial Group
Hawaii
$93K
LWS
2664
Lucia Wealth Services
California
$90K
LWM
2665
Lionsbridge Wealth Management
Florida
$87K +$86.2K +1,246 New
SQA
2666
Simon Quick Advisors
New Jersey
$86K +$72.7K +1,052 +572%
PCM
2667
Penserra Capital Management
California
$85K -$1.27M -18,318 -93%
HH
2668
HWG Holdings
Texas
$79K -$3.8K -55 -5%
HWM
2669
Holloway Wealth Management
Florida
$78K
EWM
2670
EPG Wealth Management
Georgia
$78K +$77.4K +1,119 New
RTC
2671
Riverview Trust Company
Washington
$75K -$37.2K -538 -33%
CC
2672
Colrain Capital
Massachusetts
$75K
TFA
2673
Tobias Financial Advisors
Florida
$72K +$72.1K +1,042 New
ACA
2674
Atlas Capital Advisors
Wyoming
$70.3K
BIMC
2675
Benson Investment Management Company
Virginia
$67K

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.