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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
PC
2776
Port Capital
Illinois
-$374K -5,293 Closed
AIM
2777
ARGA Investment Management
Connecticut
-$371K -5,257 Closed
ORI
2778
Oak Ridge Investments
Illinois
-$353K -4,998 Closed
PI
2779
PHH Investments
Texas
-$304K -4,299 Closed
CWM
2780
Capital Wealth Management
Rhode Island
-$285K -4,037 Closed
WLIM
2781
White Lighthouse Investment Management
Massachusetts
-$283K -4,013 Closed
AC
2782
Avestar Capital
New York
-$276K -3,912 Closed
EM
2783
ELCO Management
New York
-$270K -3,825 Closed
BKA
2784
Brick & Kyle Associates
Pennsylvania
-$251K -3,664 Closed
SIC
2785
SFE Investment Counsel
California
-$258K -3,650 Closed
RFO
2786
RiverGlades Family Offices
Florida
-$244K -3,450 Closed
TCM
2787
Traynor Capital Management
Pennsylvania
-$229K -3,256 Closed
CCM
2788
Cox Capital Management
Massachusetts
-$226K -3,204 Closed
WIA
2789
World Investment Advisors
California
-$226K -3,198 Closed
DIA
2790
Davidson Investment Advisors
Montana
-$220K -3,113 Closed
RCAMU
2791
Rothschild & Co Asset Management US
Connecticut
-$217K -3,084 Closed
CWM
2792
CCG Wealth Management
California
-$213K -3,010 Closed
KFA
2793
Kays Financial Advisory
Georgia
-$211K -2,995 Closed
BJ
2794
Brouwer & Janachowski
California
-$210K -2,975 Closed
RWM
2795
Reston Wealth Management
Virginia
-$208K -2,946 Closed
WorldQuant Millennium Advisors
2796
WorldQuant Millennium Advisors
New York
-$207K -2,939 Closed
BPCE
2797
Bank Pictet & Cie (Europe)
Germany
-$201K -2,850 Closed
SAS
2798
Stelac Advisory Services
New York
-$158K -2,230 Closed
CAGAS
2799
Capital Advisory Group Advisory Services
Minnesota
-$146K -2,106 Closed
ST
2800
Sageworth Trust
Pennsylvania
-$110K -1,556 Closed

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.