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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
SMH
1226
Sanders Morris Harris
Texas
$2.42M -$443K -6,401 -18%
S
1227
Seeyond
France
$2.42M -$169K -2,442 -7%
BWM
1228
BerganKDV Wealth Management
Minnesota
$2.42M +$318K +4,605 +15%
JC
1229
Jacobs & Co
California
$2.41M -$745K -10,774 -24%
FPCG
1230
Fort Pitt Capital Group
Pennsylvania
$2.41M -$343K -4,960 -13%
NAS
1231
Nicolet Advisory Services
Wisconsin
$2.41M -$58K -839 -2%
AWM
1232
Altavista Wealth Management
North Carolina
$2.4M -$83.8K -1,212 -3%
AAIM
1233
Asset Advisors Investment Management
Georgia
$2.4M
LJAC
1234
L.J. Altfest & Co
New York
$2.4M -$19.8K -287 -0.8%
FF
1235
Fluent Financial
Texas
$2.4M +$815K +11,785 +52%
SCA
1236
Sage Capital Advisors
South Dakota
$2.4M +$26.2K +379 +1%
POIA
1237
Pin Oak Investment Advisors
Texas
$2.39M -$24.2K -350 -1%
BCM
1238
Bayesian Capital Management
New York
$2.39M +$2.37M +34,300 New
Koshinski Asset Management
1239
Koshinski Asset Management
Illinois
$2.39M +$2.38M +34,432 New
OMC
1240
Overbrook Management Corp
New York
$2.38M -$16.3K -235 -0.7%
WP
1241
WealthPLAN Partners
Nebraska
$2.38M -$80.8K -1,168 -3%
SIAG
1242
Signet Investment Advisory Group
Rhode Island
$2.37M +$7.54K +109 +0.3%
HCM
1243
Hollencrest Capital Management
California
$2.37M +$220K +3,187 +10%
JPMIA
1244
J.P. Marvel Investment Advisors
Massachusetts
$2.36M -$34.6K -500 -1%
PCIA
1245
Prime Capital Investment Advisors
Kansas
$2.36M -$2.46M -35,598 -51%
NP
1246
NorthRock Partners
Minnesota
$2.35M +$981K +14,184 +73%
ROTUOC
1247
Regents of the University of California
California
$2.35M
AC
1248
Abbrea Capital
California
$2.34M -$46.7K -675 -2%
EF
1249
Exeter Financial
Arizona
$2.34M -$29.1K -421 -1%
RPSA
1250
Richard P. Slaughter Associates
Texas
$2.33M +$2.31M +33,428 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.