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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
BFA
676
Bragg Financial Advisors
North Carolina
$6.94M +$30.3K +438 +0.4%
SIM
677
Sonora Investment Management
Arizona
$6.94M +$894K +12,922 +15%
CK
678
Cohen Klingenstein
New York
$6.94M
BFIC
679
Bedell Frazier Investment Counselling
California
$6.9M
HKAM
680
Horizon Kinetics Asset Management
New York
$6.87M -$157K -2,275 -2%
ACP
681
Aviance Capital Partners
Florida
$6.87M +$740K +10,702 +12%
TCA
682
Transcend Capital Advisors
New Jersey
$6.87M +$6.8M +98,400 New
LA
683
Lynch & Associates
Indiana
$6.86M -$756K -10,935 -10%
BWM
684
Buckley Wealth Management
Nevada
$6.82M +$279K +4,028 +4%
VCAM
685
Van Cleef Asset Management
Ohio
$6.81M -$2.48M -35,834 -27%
CAM
686
Carret Asset Management
New York
$6.79M -$405K -5,864 -6%
DAM
687
Delta Asset Management
Tennessee
$6.79M +$2.51M +36,332 +60%
CC
688
Courier Capital
New York
$6.76M +$50.5K +731 +0.8%
CHJWM
689
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.76M -$721K -10,433 -9%
GI
690
GAMCO Investors
Connecticut
$6.76M +$653K +9,438 +11%
IP
691
Isthmus Partners
Wisconsin
$6.74M -$81.7K -1,181 -1%
EFS
692
Essex Financial Services
Connecticut
$6.73M +$150K +2,172 +2%
SIG
693
Sky Investment Group
Connecticut
$6.73M -$105K -1,523 -2%
SIC
694
Schwartz Investment Counsel
Michigan
$6.71M
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$6.69M -$283K -4,087 -4%
ECM
696
ETrade Capital Management
Virginia
$6.65M +$521K +7,533 +9%
BCM
697
Brookstone Capital Management
Illinois
$6.64M -$470K -6,799 -7%
FBT
698
First Bankers Trust
Kentucky
$6.64M -$13.1K -189 -0.2%
SCA
699
Stonebridge Capital Advisors
Minnesota
$6.64M +$103K +1,484 +2%
DY
700
Dowling & Yahnke
California
$6.62M -$181K -2,614 -3%

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.