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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
MPIA
1051
Mountain Pacific Investment Advisers
Idaho
$3.17M -$91.3K -1,320 -3%
PPSG
1052
Princeton Portfolio Strategies Group
New Jersey
$3.16M +$20.7K +300 +0.7%
SMC
1053
Smith, Moore & Co
Missouri
$3.16M +$221K +3,195 +8%
FHB
1054
First Hawaiian Bank
Hawaii
$3.15M +$37.8K +547 +1%
CPIG
1055
Chicago Partners Investment Group
Illinois
$3.15M +$200K +2,889 +7%
IEFM
1056
IQ EQ Fund Management
Ireland
$3.15M -$63K -911 -2%
CC
1057
ClearArc Capital
Ohio
$3.15M -$1.28M -18,575 -29%
BCM
1058
Birmingham Capital Management
Alabama
$3.15M +$127K +1,839 +4%
ECM
1059
Exchange Capital Management
Michigan
$3.15M -$171K -2,473 -5%
KFI
1060
Key Financial Inc
Pennsylvania
$3.14M +$3.11M +45,017 New
BOC
1061
Barbara Oil Co
Illinois
$3.14M
SWM
1062
Segment Wealth Management
Texas
$3.13M -$129K -1,871 -4%
CCC
1063
Chelsea Counsel Company
California
$3.13M -$58.8K -850 -2%
MWP
1064
MYCIO Wealth Partners
Pennsylvania
$3.12M +$51.7K +748 +2%
HFS
1065
Howard Financial Services
Texas
$3.12M +$237K +3,432 +8%
VFA
1066
Valeo Financial Advisors
Indiana
$3.11M -$61.4K -888 -2%
CWM
1067
Calamos Wealth Management
Illinois
$3.11M -$141K -2,045 -4%
CIM
1068
Corda Investment Management
Texas
$3.11M +$386K +5,585 +14%
BEC
1069
Blue Edge Capital
Virginia
$3.09M +$830 +12 +0%
MCM
1070
McMillion Capital Management
North Carolina
$3.08M -$11.6K -168 -0.4%
AIM
1071
Aigen Investment Management
New York
$3.07M +$3.05M +44,044 New
IA
1072
IFG Advisory
Georgia
$3.07M +$267K +3,855 +10%
KCMRT
1073
Kemper Corp Master Retirement Trust
Illinois
$3.06M -$427K -6,175 -12%
TCPWM
1074
Traverso Chambers Private Wealth Management
California
$3.06M -$9.61K -139 -0.3%
HFM
1075
Hartford Financial Management
Connecticut
$3.05M -$76.2K -1,102 -2%

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.