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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
ODCM
876
Old Dominion Capital Management
Virginia
$4.47M -$72.8K -1,053 -2%
SHGA
877
Sand Hill Global Advisors
California
$4.46M -$97K -1,403 -2%
BIA
878
Biondo Investment Advisors
Pennsylvania
$4.44M -$32.5K -470 -0.7%
TCOT
879
Trust Company of Toledo
Ohio
$4.44M -$349K -5,048 -7%
SWM
880
SVA Wealth Management
Wisconsin
$4.43M -$376K -5,434 -8%
PPCM
881
Pillar Pacific Capital Management
California
$4.43M -$976K -14,112 -18%
CWS
882
Cypress Wealth Services
California
$4.42M -$401K -5,799 -8%
AAM
883
Azzad Asset Management
Virginia
$4.41M -$50K -723 -0.9%
BCM
884
BTR Capital Management
California
$4.4M +$422K +6,098 +11%
GSBTD
885
Glenview State Bank Trust Department
Illinois
$4.39M -$802K -11,600 -16%
LWAC
886
Laurel Wealth Advisors (California)
California
$4.38M -$1.2M -17,285 -22%
TNB
887
Thomasville National Bank
Georgia
$4.37M -$226K -3,266 -5%
RC
888
RegentAtlantic Capital
New Jersey
$4.37M -$960K -13,883 -18%
CCA
889
Cobblestone Capital Advisors
New York
$4.36M -$60.6K -877 -1%
WIC
890
Whitegate Investment Counselors
New Hampshire
$4.35M -$128K -1,853 -3%
PA
891
Parallel Advisors
California
$4.34M +$15.5K +224 +0.4%
AIA
892
Allied Investment Advisors
Montana
$4.34M +$196K +2,835 +5%
FCCM
893
First City Capital Management
Georgia
$4.33M -$31.8K -460 -0.7%
LSV Asset Management
894
LSV Asset Management
Illinois
$4.3M -$34.1M -493,400 -89%
APSI
895
Asset Planning Services Inc
Louisiana
$4.3M +$226K +3,275 +6%
BMC
896
Beaton Management Company
Massachusetts
$4.28M -$256K -3,700 -6%
Fiera Capital (Canada)
897
Fiera Capital (Canada)
Quebec, Canada
$4.28M -$87.8K -1,269 -2%
MPWT
898
MassMutual Private Wealth & Trust
Connecticut
$4.28M -$1.16M -16,713 -21%
KA
899
KLCM Advisors
Wisconsin
$4.28M +$1.44M +20,836 +52%
HVIA
900
Hudson Valley Investment Advisors
New York
$4.27M -$169K -2,442 -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.