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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
9WM
1251
9258 Wealth Management
Ohio
$2.33M +$1.3M +18,730 +128%
SACTSONJ
1252
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.33M
HJGA
1253
Hardman Johnston Global Advisors
Connecticut
$2.32M
WPC
1254
White Pine Capital
Minnesota
$2.32M +$17.3K +250 +0.8%
BBWA
1255
Bell & Brown Wealth Advisors
California
$2.31M +$509K +7,355 +28%
EP
1256
Eudaimonia Partners
Tennessee
$2.31M +$2.29M +33,091 New
FBT
1257
First Bank & Trust
South Dakota
$2.31M +$27.4K +396 +1%
MOS
1258
MGO One Seven
Ohio
$2.3M -$165K -2,393 -7%
SBL
1259
Sargent Bickham Lagudis
Colorado
$2.3M +$255K +3,685 +13%
NEI
1260
Northwest & Ethical Investments
Ontario, Canada
$2.3M -$34.5K -499 -1%
MCA
1261
Mercer Capital Advisers
New Jersey
$2.3M -$24.8K -359 -1%
EWM
1262
Empirical Wealth Management
Washington
$2.29M +$98.9K +1,430 +5%
ACM
1263
Ashford Capital Management
Delaware
$2.29M -$15.3K -221 -0.7%
NS
1264
NewDay Solutions
New Hampshire
$2.29M -$7.81K -113 -0.3%
RC
1265
Roundview Capital
New Jersey
$2.28M -$257K -3,716 -10%
IWM
1266
IHT Wealth Management
Illinois
$2.28M +$101K +1,460 +5%
MBT
1267
Montecito Bank & Trust
California
$2.28M +$152K +2,200 +7%
PWM
1268
Perigon Wealth Management
California
$2.28M +$245K +3,545 +12%
MCWS
1269
McKinley Carter Wealth Services
West Virginia
$2.28M -$199K -2,872 -8%
AP
1270
Atwood & Palmer
Missouri
$2.27M
GIM
1271
Grassi Investment Management
California
$2.27M
WPW
1272
Waldron Private Wealth
Pennsylvania
$2.27M -$33.1K -479 -1%
DMC
1273
Drexel Morgan & Co
Pennsylvania
$2.27M -$191K -2,764 -8%
HIA
1274
Harbor Investment Advisory
Maryland
$2.27M +$2.25M +32,493 New
FA
1275
FCG Advisors
New Jersey
$2.26M +$1.18K +17 +0.1%

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.