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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
NAM
276
Nissay Asset Management
Japan
$32.2M -$2.48M -35,908 -7%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$31.7M -$925K -13,371 -3%
CSIC
278
Clifford Swan Investment Counsel
California
$31.5M -$757K -10,952 -2%
QC
279
Quadrature Capital
United Kingdom
$31.3M +$31M +448,715 New
UIM
280
USS Investment Management
United Kingdom
$31.3M -$1.85M -26,700 -6%
BTW
281
Boston Trust Walden
Massachusetts
$31.2M -$850K -12,297 -3%
IC
282
InterOcean Capital
Illinois
$30.9M -$1.48M -21,342 -5%
WPC
283
Waters Parkerson & Co
Louisiana
$30.6M -$398K -5,750 -1%
II
284
IFM Investors
Australia
$30.5M -$1.4M -20,246 -4%
B
285
BP
United Kingdom
$29.9M
SAM
286
Securian Asset Management
Minnesota
$29.4M -$1.19M -17,210 -4%
OSIA
287
O'Shares Investment Advisers
Massachusetts
$29.3M +$3.34M +48,231 +13%
TRSOTSOK
288
Teachers Retirement System of the State of Kentucky
Kentucky
$29.3M
WT
289
Washington Trust
Rhode Island
$29.1M +$4.88M +70,516 +20%
BBHC
290
Brown Brothers Harriman & Co
New York
$29.1M -$3.2M -46,241 -10%
MA
291
MUFG Americas
New York
$29M -$1.82M -26,391 -6%
MAP
292
Managed Asset Portfolios
Michigan
$29M +$5.62M +81,246 +24%
BWL
293
Bogart Wealth LLC
Virginia
$28.9M +$2.57M +37,199 +10%
RMDI
294
R.M. Davis Inc
Maine
$28.4M -$1.14M -16,461 -4%
WIC
295
Willis Investment Counsel
Georgia
$28.4M +$344K +4,970 +1%
N
296
Natixis
France
$28.3M +$28.1M +406,924 New
ABC
297
Associated Banc-Corp
Wisconsin
$28.3M +$7.39M +106,809 +36%
OPERF
298
Oregon Public Employees Retirement Fund
Oregon
$28.3M -$1.54M -22,320 -5%
JIM
299
Jupiter Investment Management
United Kingdom
$28.1M -$52M -752,419 -65%
AAM
300
Advisors Asset Management
Colorado
$27.8M +$1.6M +23,208 +6%

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.