We are live on ! Find out more
XOM icon

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
PSP
776
Principal Street Partners
Tennessee
$5.5M -$1.04M -14,984 -16%
HWA
777
Heritage Wealth Advisors
Virginia
$5.48M +$577K +8,349 +12%
WSTAM
778
Wilbanks Smith & Thomas Asset Management
Virginia
$5.48M -$187K -2,708 -3%
AT
779
Arden Trust
Delaware
$5.43M -$130K -1,885 -2%
CAM
780
Cresset Asset Management
Illinois
$5.43M +$960K +13,888 +22%
CCMINC
781
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.42M -$61.8K -894 -1%
ECG
782
Edge Capital Group
Georgia
$5.41M +$761 +11 +0%
PTB
783
Pioneer Trust Bank
Oregon
$5.41M +$118K +1,710 +2%
RFM
784
Royal Fund Management
Florida
$5.4M -$830K -12,005 -13%
CHC
785
City Holding Co
West Virginia
$5.36M +$1.38K +20 +0%
LNC
786
Lincoln National Corp
Pennsylvania
$5.36M +$119K +1,721 +2%
TCOK
787
Trust Company of Kansas
Kansas
$5.36M +$5.31M +76,755 New
NSIM
788
North Star Investment Management
Illinois
$5.36M -$2.95M -42,722 -36%
SMI
789
Shelter Mutual Insurance
Missouri
$5.34M
SC
790
Searle & Co
Connecticut
$5.33M -$180K -2,600 -3%
EWA
791
Exencial Wealth Advisors
Oklahoma
$5.32M +$11.3K +163 +0.2%
IFAM
792
Institutional & Family Asset Management
Colorado
$5.31M +$251K +3,631 +5%
VAS
793
Valicenti Advisory Services
New York
$5.31M +$2.76M +39,930 +110%
AA
794
Ancora Advisors
Ohio
$5.3M -$427K -6,168 -8%
MAA
795
Matrix Asset Advisors
New York
$5.3M +$172K +2,492 +3%
HCMNY
796
Howard Capital Management (New York)
New York
$5.29M -$223K -3,230 -4%
PWM
797
PBMares Wealth Management
Virginia
$5.29M +$5.24M +75,837 New
GP
798
Girard Partners
Pennsylvania
$5.26M -$629K -9,094 -11%
WWM
799
Willingdon Wealth Management
North Carolina
$5.26M +$125K +1,803 +2%
BP
800
Ballentine Partners
Massachusetts
$5.25M -$110K -1,592 -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.