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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
EI
2676
Ellevest Inc
New York
$67K
SCA
2677
Stuart Chaussee & Associates
California
$66K
RAM
2678
Riggs Asset Management
Pennsylvania
$60K
IWP
2679
IAG Wealth Partners
Wisconsin
$60K +$59.1K +854 New
BCM
2680
Bourgeon Capital Management
Connecticut
$59K -$8.99K -130 -13%
JPLA
2681
Joseph P. Lucia & Associates
New York
$59K -$3.46K -50 -6%
IFA
2682
Interactive Financial Advisors
Illinois
$56K
HI
2683
Human Investing
Oregon
$53K -$17.8K -258 -25%
KAM
2684
Karani Asset Management
New York
$50K +$49.4K +715 New
FWM
2685
Filbrandt Wealth Management
Wisconsin
$49K +$49.2K +711 New
QCMC
2686
Quantum Capital Management (California)
California
$48K
DTIM
2687
Danda Trouve Investment Management
Kansas
$47K +$46.8K +677 New
LGWM
2688
Litman Gregory Wealth Management
California
$46K +$9.75K +141 +27%
AP
2689
Arlington Partners
Alabama
$45K
ICOM
2690
Investment Counselors of Maryland
Maryland
$44K
CIM
2691
Contravisory Investment Management
Massachusetts
$42K
CIAS
2692
CBIZ Investment Advisory Services
Ohio
$40K
EWA
2693
Evolution Wealth Advisors
Florida
$40K +$29.8K +431 +299%
CAM
2694
Columbia Asset Management
Michigan
$38.2K -$66.5K -962 -2%
CRM
2695
Cramer Rosenthal McGlynn
Connecticut
$38K -$360K -5,200 -90%
CFG
2696
Capstone Financial Group
Oklahoma
$38K +$37.4K +541 New
IRAG
2697
Investment Research & Advisory Group
Georgia
$37K +$37.1K +536 New
GI
2698
GS Investments
Minnesota
$36.7K +$25.9K +375 +543%
CIR
2699
Clear Investment Research
Georgia
$35K -$3.04K -44 -8%
JSC
2700
Jackson Square Capital
California
$33K +$32.5K +470 New

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.