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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
SBH
351
Segall Bryant & Hamill
Illinois
$21.1M -$2.23M -32,190 -10%
DWM
352
Destination Wealth Management
California
$20.9M -$4.25M -61,450 -17%
PP
353
Palladium Partners
Virginia
$20.8M -$2.6M -37,665 -11%
AWM
354
AE Wealth Management
Kansas
$20.8M +$2.99M +43,274 +17%
FNBOO
355
First National Bank of Omaha
Nebraska
$20.4M -$475K -6,867 -2%
MNBTD
356
Moody National Bank Trust Division
Texas
$20.3M +$236K +3,416 +1%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$20.1M +$3.38M +48,902 +20%
B
358
Barings
North Carolina
$20M +$485K +7,013 +3%
PCM
359
Parsons Capital Management
Rhode Island
$20M -$398K -5,753 -2%
LBC
360
Lowe Brockenbrough & Co
Virginia
$20M -$128K -1,856 -0.6%
AAP
361
Aristotle Atlantic Partners
Florida
$19.9M
SBIA
362
Sheaff Brock Investment Advisors
Indiana
$19.8M -$1.53M -22,068 -7%
TCOO
363
Trust Company of Oklahoma
Oklahoma
$19.6M -$310K -4,483 -2%
TAF
364
Tredje AP-fonden
Sweden
$19.6M +$1.08M +15,577 +6%
CIC
365
Crawford Investment Counsel
Georgia
$19.5M -$3.31M -47,800 -15%
Lazard Asset Management
366
Lazard Asset Management
New York
$19.5M -$2.39M -34,534 -11%
BAPIM
367
British Airways Pensions Investment Management
United Kingdom
$19.3M -$1.51M -21,800 -7%
GHA
368
GW Henssler & Associates
Georgia
$19.2M -$596K -8,625 -3%
Natixis Advisors
369
Natixis Advisors
Massachusetts
$19.1M +$2.71M +39,141 +17%
CNBT
370
Canandaigua National Bank & Trust
New York
$18.7M +$72.6K +1,050 +0.4%
EHC
371
Everett Harris & Co
California
$18.6M +$9.82K +142 +0.1%
HCMT
372
Highland Capital Management (Tennessee)
Tennessee
$18.5M -$449K -6,497 -2%
CAN
373
Cetera Advisor Networks
California
$18.4M +$65.9K +953 +0.4%
IC
374
Inverness Counsel
New York
$18.2M +$829K +11,987 +5%
ANI
375
American National Insurance
Texas
$18M

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.