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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
ZIC
751
ZWJ Investment Counsel
Georgia
$5.87M +$1.52M +21,965 +35%
Kovitz Investment Group Partners
752
Kovitz Investment Group Partners
Illinois
$5.86M -$143K -2,064 -2%
NSAM
753
North Star Asset Management
Wisconsin
$5.84M -$295K -4,261 -5%
BRWM
754
B. Riley Wealth Management
Tennessee
$5.83M +$233K +3,366 +4%
NP
755
NS Partners
United Kingdom
$5.83M +$901K +13,033 +18%
SWM
756
SeaCrest Wealth Management
New York
$5.82M +$1.37M +19,780 +31%
RP
757
Rowlandmiller & Partners
Georgia
$5.81M +$73.3K +1,060 +1%
VCA
758
Verdence Capital Advisors
Maryland
$5.75M -$1.1M -15,975 -16%
BRCM
759
Bright Rock Capital Management
Massachusetts
$5.72M
BPC
760
Banque Pictet & Cie
Switzerland
$5.72M -$1.85M -26,700 -25%
BFG
761
Beacon Financial Group
Texas
$5.71M +$45.1K +652 +0.8%
AP
762
Advisor Partners
California
$5.69M +$857K +12,398 +18%
Nomura Holdings
763
Nomura Holdings
Japan
$5.68M +$480K +6,948 +9%
PIM
764
Penobscot Investment Management
Massachusetts
$5.67M -$235K -3,400 -4%
CMO
765
Covenant Multifamily Offices
Texas
$5.67M -$267K -3,859 -5%
EWP
766
Engrave Wealth Partners
Texas
$5.62M +$5.57M +80,574 New
KIA
767
KCM Investment Advisors
California
$5.61M -$261K -3,771 -4%
CM
768
Castleark Management
Illinois
$5.61M +$1.73M +25,080 +45%
PTC
769
Philadelphia Trust Company
Pennsylvania
$5.6M +$142K +2,052 +3%
HL
770
HeadInvest LLC
Maine
$5.59M -$34.4K -497 -0.6%
NSLI
771
Nan Shan Life Insurance
Taiwan
$5.58M +$5.53M +80,000 New
WKWM
772
Walter & Keenan Wealth Management
Indiana
$5.56M -$394K -5,699 -7%
PIA
773
Piedmont Investment Advisors
North Carolina
$5.56M +$677K +9,796 +14%
TMAM
774
Tokio Marine Asset Management
Japan
$5.52M +$1.3M +18,752 +31%
HAIM
775
Hunter Associates Investment Management
Pennsylvania
$5.51M -$114K -1,653 -2%

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.