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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
RIL
801
Rothschild Investment LLC
Illinois
$5.22M +$1.54M +22,319 +42%
AAM
802
Aureus Asset Management
Massachusetts
$5.2M -$59.3K -858 -1%
BAM
803
Belpointe Asset Management
Nevada
$5.2M +$2.44M +35,337 +90%
AIM
804
Anchor Investment Management
South Carolina
$5.19M -$186K -2,694 -3%
MCM
805
Monarch Capital Management
Indiana
$5.17M -$102K -1,477 -2%
SCM
806
Stonebridge Capital Management
California
$5.17M -$166K -2,400 -3%
EAM
807
Eagle Asset Management
Florida
$5.14M -$1.74M -25,124 -25%
KOCAA
808
Knights of Columbus Asset Advisors
Connecticut
$5.12M +$1.11M +16,015 +28%
MIM
809
Marco Investment Management
Georgia
$5.12M -$17.3K -250 -0.3%
GC
810
Grimes & Company
Massachusetts
$5.11M -$782K -11,304 -13%
WIC
811
Woodmont Investment Counsel
Tennessee
$5.11M +$339K +4,905 +7%
Cetera Investment Advisers
812
Cetera Investment Advisers
Illinois
$5.1M +$221K +3,190 +5%
OPTFSNA
813
Old Point Trust & Financial Services N A
Virginia
$5.07M -$189K -2,734 -4%
EP
814
Edgestream Partners
New Jersey
$5.05M +$5M +72,346 New
WAAG
815
Wealth Alliance Advisory Group
Kansas
$5.05M -$111K -1,612 -2%
CFMC
816
Curbstone Financial Management Corp
New Hampshire
$5.04M -$17.3K -250 -0.3%
SOAMC
817
Spirit of America Management Corp
New York
$5.04M -$253K -3,660 -5%
FNBTCON
818
First National Bank & Trust Co of Newtown
Pennsylvania
$5.04M -$30.5K -441 -0.6%
MDCM
819
Morgan Dempsey Capital Management
Wisconsin
$5.01M +$24.5K +355 +0.5%
GLA
820
Great Lakes Advisors
Illinois
$5.01M +$66K +954 +1%
WAM
821
Wealthspire Advisors (Maryland)
Maryland
$4.97M +$90.9K +1,315 +2%
KFS
822
Kurt F. Somerville
$4.96M -$86.6K -1,252 -2%
AF
823
Advisornet Financial
Minnesota
$4.95M -$480K -6,947 -9%
ISB
824
Iowa State Bank
Iowa
$4.95M -$134K -1,932 -3%
MCM
825
Mengis Capital Management
Oregon
$4.94M -$184K -2,663 -4%

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.