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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
JGUA
376
John G. Ullman & Associates
New York
$17.9M -$6.69M -96,727 -27%
QAM
377
QCI Asset Management
New York
$17.9M -$557K -8,062 -3%
CG
378
Carmignac Gestion
France
$17.9M
BAM
379
Berkshire Asset Management
Pennsylvania
$17.8M -$2.65M -38,344 -13%
FPTW
380
Franklin, Parlapiano, Turner & Welch
Texas
$17.7M +$1.46M +21,070 +9%
MC
381
Moors & Cabot
Massachusetts
$17.7M +$1.38M +19,888 +9%
TTWM
382
TCV Trust & Wealth Management
Virginia
$17.6M -$625K -9,034 -3%
DDPIC
383
Deroy & Devereaux Private Investment Counsel
Michigan
$17.6M +$87K +1,258 +0.5%
DIS
384
Diversified Investment Strategies
Louisiana
$17.5M -$244K -3,526 -1%
AC
385
Allstate Corporation
Illinois
$17.5M +$11.7M +168,743 +206%
FCI
386
Financial Counselors Inc
Kansas
$17.5M -$156K -2,255 -0.9%
CIM
387
Confluence Investment Management
Missouri
$17.5M -$1.31M -18,942 -8%
QT
388
Quantbot Technologies
New York
$17.4M +$16.1M +233,047 +1,407%
BFS
389
Bradley Foster & Sargent
Connecticut
$17.4M -$878K -12,692 -5%
GT
390
Glenview Trust
Kentucky
$17.3M -$446K -6,456 -3%
MML Investors Services
391
MML Investors Services
Massachusetts
$17.3M +$2.69M +38,867 +19%
WCM
392
Wedge Capital Management
North Carolina
$17.2M -$60.2K -870 -0.4%
ATC
393
Argent Trust Co
Tennessee
$17M +$249K +3,600 +1%
RIM
394
Redpoint Investment Management
Australia
$17M -$111K -1,603 -0.7%
RM
395
Resource Management
Louisiana
$16.7M +$94K +1,359 +0.6%
WJWM
396
Williams Jones Wealth Management
New York
$16.7M -$778K -11,258 -4%
PA
397
Pinnacle Associates
New York
$16.7M -$553K -8,002 -3%
RGI
398
River Global Investors
United Kingdom
$16.6M +$2.47M +35,667 +18%
PSUF
399
People's United Financial
Connecticut
$16.6M -$31.9K -461 -0.2%
LMIM
400
Lockheed Martin Investment Management
Maryland
$16.5M +$10.3M +149,033 +169%

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.