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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
ESBC
1026
E.S. Barr & Co
Kentucky
$3.32M -$22K -318 -0.7%
SFG
1027
Summit Financial Group
West Virginia
$3.3M -$3.46K -50 -0.1%
FDCDDQ
1028
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.3M +$57.3K +829 +2%
DPIM
1029
Duff & Phelps Investment Management
Illinois
$3.29M +$41.5K +600 +1%
ED
1030
Exane Derivatives
France
$3.29M +$2.1M +30,333 +175%
GLLW
1031
Graves Light Lenhart Wealth
Virginia
$3.29M -$2.5M -36,223 -43%
SC
1032
Savant Capital
Illinois
$3.29M +$330K +4,778 +11%
EM
1033
Excalibur Management
Massachusetts
$3.26M +$224K +3,246 +7%
HCM
1034
Hall Capital Management
Rhode Island
$3.26M -$83.6K -1,209 -3%
TYCC
1035
Texas Yale Capital Corp
Florida
$3.26M +$1.33M +19,170 +70%
GH
1036
GAM Holding
Switzerland
$3.25M -$5.43M -78,501 -63%
MCM
1037
Maple Capital Management
Vermont
$3.25M +$31.9K +461 +1%
IF
1038
Insight Folios
North Carolina
$3.23M +$3.2M +46,290 New
VF
1039
Virtu Financial
New York
$3.23M +$206K +2,979 +7%
FM
1040
Foster & Motley
Ohio
$3.22M -$133K -1,923 -4%
PMFA
1041
Plante Moran Financial Advisors
Michigan
$3.22M +$227K +3,287 +8%
WPA
1042
Winning Points Advisors
Florida
$3.22M -$63.1K -912 -2%
DLHL
1043
Donald L. Hagan LLC
Florida
$3.22M +$217K +3,144 +7%
KWM
1044
Kingsview Wealth Management
Oregon
$3.2M +$1.27M +18,400 +67%
KMWM
1045
Keudell/Morrison Wealth Management
Oregon
$3.2M +$182K +2,632 +6%
DBIA
1046
Dumont & Blake Investment Advisors
New Jersey
$3.19M -$3.8K -55 -0.1%
CHAM
1047
Clear Harbor Asset Management
Connecticut
$3.18M -$156K -2,254 -5%
GCM
1048
Gladius Capital Management
Illinois
$3.18M +$858K +12,408 +37%
KS
1049
Karpas Strategies
Connecticut
$3.17M
AGM
1050
Alpine Global Management
New York
$3.17M +$3.14M +45,440 New

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.