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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
FHA
1001
First Horizon Advisors
Tennessee
$3.46M -$81.9K -1,184 -2%
WCM
1002
Whitener Capital Management
North Carolina
$3.46M +$205K +2,962 +6%
MIP
1003
Marietta Investment Partners
Wisconsin
$3.44M -$571K -8,254 -14%
PFS
1004
Prospera Financial Services
Texas
$3.44M +$956K +13,829 +39%
TNA
1005
True North Advisors
Texas
$3.44M +$3.4M +49,239 New
TCM
1006
Telos Capital Management
California
$3.43M +$244K +3,531 +8%
HBT
1007
Hills Bank & Trust
Iowa
$3.43M -$232K -3,349 -6%
GIA
1008
Granite Investment Advisors
New Hampshire
$3.42M -$399K -5,775 -11%
HT
1009
Heritage Trust
Oklahoma
$3.42M -$5.88K -85 -0.2%
AIS
1010
Accurate Investment Solutions
Pennsylvania
$3.42M -$60.2K -871 -2%
WIC
1011
Wilkins Investment Counsel
Massachusetts
$3.42M -$41.5K -600 -1%
FAT
1012
First American Trust
California
$3.4M -$3.21M -46,472 -49%
HCA
1013
Harbour Capital Advisors
Virginia
$3.4M -$741K -10,719 -18%
FAM
1014
Formidable Asset Management
Ohio
$3.39M +$2.81M +40,693 +445%
VWM
1015
Venturi Wealth Management
Texas
$3.38M +$7.19K +104 +0.2%
KIC
1016
Keating Investment Counselors
Florida
$3.38M -$124K -1,800 -4%
MA
1017
Mutual Advisors
Nebraska
$3.38M +$248K +3,589 +8%
V
1018
VeraBank
Texas
$3.37M -$64.7K -936 -2%
SFA
1019
Semmax Financial Advisors
North Carolina
$3.37M +$472K +6,831 +17%
SAM
1020
Seelaus Asset Management
New Jersey
$3.36M +$2.9M +41,890 +668%
HIC
1021
Holderness Investments Company
North Carolina
$3.36M +$10.2K +147 +0.3%
NCM
1022
Narwhal Capital Management
Georgia
$3.35M -$2.49M -35,941 -43%
EH
1023
Equitable Holdings
New York
$3.34M +$3.31M +47,916 New
BCA
1024
Biltmore Capital Advisors
New Jersey
$3.33M +$12.7K +184 +0.4%
ACM
1025
Alpha Capital Management
Texas
$3.32M -$110K -1,594 -3%

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.