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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
NL
2701
NVWM LLC
Pennsylvania
$31K -$23.5K -340 -43%
AFIA
2702
America First Investment Advisors
Nebraska
$30K -$51.9K -751 -64%
MAM
2703
Marquette Asset Management
Minnesota
$30K -$10.4K -150 -26%
MGI
2704
MayTech Global Investments
New York
$30K
CQS
2705
Credential Qtrade Securities
$28.8K
PCC
2706
Park Circle Company
Maryland
$28K -$6.92K -100 -20%
RCC
2707
Red Cedar Capital
Nebraska
$28K
TWP
2708
TFO Wealth Partners
Ohio
$25K +$25.2K +364 New
NG
2709
NWK Group
California
$24K +$23.9K +345 New
TCWM
2710
Total Clarity Wealth Management
Illinois
$21K +$20.7K +300 New
HI
2711
Hoey Investments
Pennsylvania
$20K +$20.1K +290 New
TVWM
2712
Tower View Wealth Management
Wisconsin
$18K -$3.32K -48 -15%
OAJ
2713
Ogorek Anthony Joseph
New York
$17K
ICM
2714
Islay Capital Management
Texas
$16K +$15.9K +230 New
BCMIO
2715
Beacon Capital Management Inc (Ohio)
Ohio
$14K
EAM
2716
Eukles Asset Management
Ohio
$12K +$69 +1 +0.6%
RWG
2717
Regal Wealth Group
California
$9K
CWA
2718
Carolina Wealth Advisors
South Carolina
$8K +$7.61K +110 New
ETC
2719
Exchange Traded Concepts
Oklahoma
$6K +$6.08K +88 New
SI
2720
Sprott Inc
Ontario, Canada
$5.94K +$1.04M +15,000 +21%
SWM
2721
Selective Wealth Management
Virginia
$5K
HIIFS
2722
Harel Insurance Investments & Financial Services
Israel
$4K -$221K -3,200 -98%
FCH
2723
Freestone Capital Holdings
Washington
$3.57K +$2.18M +31,520 +160%
JAM
2724
JCIC Asset Management
Ontario, Canada
$3K
TJHA
2725
Thomas J. Herzfeld Advisors
Florida
$3K

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.