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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
DAS
976
Dynamic Advisor Solutions
Arizona
$3.69M +$279K +4,041 +8%
MFG
977
Monte Financial Group
Connecticut
$3.68M +$164K +2,372 +5%
LJHT
978
Laurie J. Hall Trustee
$3.67M -$65.8K -951 -2%
MHS
979
M Holdings Securities
Oregon
$3.66M -$433K -6,268 -11%
JWBC
980
J.W. Burns & Co
New York
$3.66M -$238K -3,446 -6%
FIA
981
FNY Investment Advisers
New York
$3.66M +$3.62M +52,356 +87,260%
NIA
982
Northstar Investment Advisors
Colorado
$3.63M -$198K -2,860 -5%
VCM
983
Violich Capital Management
California
$3.61M -$29.1K -421 -0.8%
QCM
984
Quest Capital Management
Texas
$3.61M -$143K -2,061 -4%
NWP
985
Northstar Wealth Partners
Connecticut
$3.61M -$16.7K -242 -0.5%
TA
986
TCG Advisors
Texas
$3.6M +$79K +1,143 +2%
GCM
987
Garland Capital Management
Washington
$3.6M -$3.46K -50 -0.1%
IMOV
988
Investment Management of Virginia
Virginia
$3.58M -$52.6K -760 -1%
MCM
989
Mattern Capital Management
Colorado
$3.58M +$3.55M +51,322 New
PFS
990
Physicians Financial Services
North Carolina
$3.57M -$337K -4,880 -9%
BIAS
991
Beacon Investment Advisory Services
New Jersey
$3.56M +$1.43M +20,706 +68%
MAFM
992
Mid Atlantic Financial Management
Pennsylvania
$3.54M -$138K -1,992 -4%
MSAM
993
Moloney Securities Asset Management
Missouri
$3.54M +$244K +3,522 +7%
KLCM
994
KG&L Capital Management
Louisiana
$3.53M -$542K -7,832 -13%
PL
995
Plancorp LLC
Missouri
$3.52M +$212K +3,065 +6%
FA
996
FDx Advisors
Illinois
$3.51M +$142K +2,051 +4%
WFMPM
997
Woodley Farra Manion Portfolio Management
Indiana
$3.5M +$217K +3,143 +7%
GIM
998
Guardian Investment Management
California
$3.5M +$208K +3,008 +6%
TSWM
999
Triangle Securities Wealth Management
North Carolina
$3.49M -$102K -1,479 -3%
DWT
1000
Dorsey & Whitney Trust
South Dakota
$3.48M -$1.15M -16,690 -25%

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.