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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
NGA
1201
Naples Global Advisors
Florida
$2.53M -$193K -2,795 -7%
DE
1202
Day & Ennis
Georgia
$2.52M -$333K -4,816 -12%
ABTD
1203
Arvest Bank Trust Division
Oklahoma
$2.52M -$212K -3,070 -8%
MWM
1204
Mission Wealth Management
California
$2.52M -$32.4K -469 -1%
THWM
1205
Taylor Hoffman Wealth Management
Virginia
$2.51M -$26.6K -385 -1%
CWM
1206
Concentric Wealth Management
California
$2.51M +$339K +4,904 +16%
BAAM
1207
Baker Avenue Asset Management
California
$2.5M -$1.52M -22,006 -38%
AIP
1208
Almanack Investment Partners
Pennsylvania
$2.5M +$141K +2,043 +6%
OLA
1209
Oliver Luxxe Assets
New Jersey
$2.49M +$5.81K +84 +0.2%
GT
1210
Greenleaf Trust
Michigan
$2.49M +$46.1K +666 +2%
PL
1211
Perpetual Ltd
Australia
$2.48M
SNBOSCI
1212
Security National Bank of Sioux City Iowa
Iowa
$2.48M +$291K +4,205 +13%
CIM
1213
CenturyLink Investment Management
Colorado
$2.48M -$383K -5,536 -13%
SAM
1214
Smithbridge Asset Management
Pennsylvania
$2.47M -$55.7K -805 -2%
NCM
1215
Nelson Capital Management
California
$2.46M -$1.2M -17,374 -33%
PAI
1216
Pittenger & Anderson Inc
Nebraska
$2.45M -$666K -9,625 -22%
KTM
1217
Keeler Thomas Management
Utah
$2.45M +$105K +1,523 +5%
HHAA
1218
Henry H. Armstrong Associates
Pennsylvania
$2.44M -$124K -1,800 -5%
BCM
1219
Boltwood Capital Management
California
$2.44M -$1.94K -28 -0.1%
IR
1220
IAT Reinsurance
New York
$2.44M
LBC
1221
Lawrence B. Cohen
$2.44M +$90.6K +1,310 +4%
VST
1222
Van Strum & Towne
California
$2.44M -$80.5K -1,164 -3%
BA
1223
Bridgewater Associates
Connecticut
$2.43M +$116K +1,671 +5%
SAMC
1224
Spectrum Asset Management (California)
California
$2.42M +$505K +7,306 +27%
BAS
1225
Brown Advisory Securities
Maryland
$2.42M -$250K -3,612 -9%

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.