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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
PMG
1126
ProVise Management Group
Florida
$2.87M -$872K -12,613 -24%
WPP
1127
Whalerock Point Partners
Rhode Island
$2.86M -$666K -9,630 -19%
CCM
1128
Chickasaw Capital Management
Tennessee
$2.86M -$19.8K -286 -0.7%
SRAM
1129
Stone Ridge Asset Management
New York
$2.86M
HSWM
1130
Hubbell Strickland Wealth Management
Louisiana
$2.85M -$128K -1,855 -4%
NWS
1131
Newport Wealth Strategies
California
$2.84M +$2.49K +36 +0.1%
JIC
1132
Joel Isaacson & Co
New York
$2.84M +$67.6K +977 +2%
VAS
1133
Vestmark Advisory Solutions
Massachusetts
$2.83M -$18.5K -268 -0.7%
AC
1134
Alexandria Capital
Virginia
$2.83M -$145K -2,096 -5%
OIM
1135
Opus Investment Management
Massachusetts
$2.83M
AP
1136
Americana Partners
Texas
$2.83M +$2.8M +40,486 New
OAM
1137
Oxford Asset Management
United Kingdom
$2.82M +$2.8M +40,464 New
CRIG
1138
Charter Research & Investment Group
Connecticut
$2.81M -$173K -2,501 -6%
HPC
1139
Hobart Private Capital
North Carolina
$2.81M +$588K +8,507 +27%
FMWA
1140
Forvis Mazars Wealth Advisors
Missouri
$2.81M -$40.8K -590 -1%
BA
1141
Baugh & Associates
Georgia
$2.8M -$96.1K -1,390 -3%
FNBOMD
1142
First National Bank of Mount Dora
Florida
$2.8M +$31.7K +458 +1%
CVSCT
1143
C.V. Starr & Co Trust
New York
$2.79M
UFG
1144
United Fire Group
Iowa
$2.79M
KSCM
1145
Kamunting Street Capital Management
Florida
$2.79M +$2.77M +40,000 New
WF
1146
WoodTrust Financial
Wisconsin
$2.78M -$134K -1,941 -5%
PLFAM
1147
Pineno Levin & Ford Asset Management
Virginia
$2.78M -$55.8K -807 -2%
AWM
1148
Altium Wealth Management
New York
$2.78M -$323K -4,676 -11%
Aristotle Capital Management
1149
Aristotle Capital Management
California
$2.78M +$484 +7 +0%
SBWM
1150
Sunflower Bank Wealth Management
Arizona
$2.77M +$44.9K +650 +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.