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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
HI
1151
Hudock Inc
Pennsylvania
$2.77M -$282K -4,073 -9%
RWM
1152
Rench Wealth Management
Texas
$2.76M +$55.7K +806 +2%
1IA
1153
1834 Investment Advisors
Wisconsin
$2.76M +$572K +8,271 +26%
CIAS
1154
Capital Investment Advisory Services
North Carolina
$2.76M +$525K +7,589 +24%
FSA
1155
Franklin Street Advisors
North Carolina
$2.75M -$66.2K -958 -2%
AHB
1156
Abner Herrman & Brock
New Jersey
$2.75M -$887K -12,834 -25%
BFA
1157
Beaumont Financial Advisors
Massachusetts
$2.74M +$95.5K +1,381 +4%
BFA
1158
Beacon Financial Advisory
Ohio
$2.74M +$2.72M +39,263 New
CS
1159
Comerica Securities
Michigan
$2.74M +$25.2K +365 +0.9%
BCP
1160
Blackhawk Capital Partners
Wisconsin
$2.73M +$5.05K +73 +0.2%
AIA
1161
AGF Investments America
Ontario, Canada
$2.73M +$23.9K +346 +0.9%
FHA
1162
Flagship Harbor Advisors
Massachusetts
$2.72M +$268K +3,879 +11%
MUAMU
1163
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.71M
IWC
1164
Integrated Wealth Concepts
Massachusetts
$2.71M +$818K +11,836 +44%
WC
1165
Westhampton Capital
North Carolina
$2.7M +$11.1K +161 +0.4%
OPCM
1166
Osborne Partners Capital Management
California
$2.7M -$3.53K -51 -0.1%
SFWA
1167
Summit Financial Wealth Advisors
Louisiana
$2.69M -$333K -4,822 -10%
RMCM
1168
Reynders McVeigh Capital Management
Massachusetts
$2.69M -$88.2K -1,275 -3%
IIC
1169
Ironwood Investment Counsel
Arizona
$2.69M -$47.4K -685 -2%
MFG
1170
MidWestOne Financial Group
Iowa
$2.68M +$486K +7,030 +22%
EAM
1171
Evanson Asset Management
California
$2.67M -$30.8K -446 -1%
HCM
1172
Hengehold Capital Management
Ohio
$2.67M +$19K +275 +0.7%
Wealth Enhancement Advisory Services
1173
Wealth Enhancement Advisory Services
Minnesota
$2.66M -$1.57M -22,771 -37%
BL
1174
BCWM LLC
Kansas
$2.66M -$3.32K -48 -0.1%
RGC
1175
Roberts, Glore & Co
Illinois
$2.66M +$997K +14,423 +61%

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.