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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
CFA
1301
CWS Financial Advisors
Michigan
$2.19M +$2.17M +31,390 New
FLI
1302
Family Legacy Inc
South Carolina
$2.19M -$14.5K -210 -0.7%
HIP
1303
Harrell Investment Partners
Texas
$2.18M +$2.16M +31,264 New
NAM
1304
NorthCoast Asset Management
Connecticut
$2.18M +$23.6K +342 +1%
DLCIG
1305
D.L. Carlson Investment Group
New Hampshire
$2.17M -$189K -2,728 -8%
CBOR
1306
Community Bank of Raymore
Missouri
$2.17M
CNC
1307
Citizens & Northern Corp
Pennsylvania
$2.17M -$567K -8,203 -21%
CRB
1308
Chad R. Baker
$2.17M -$899K -13,000 -30%
FMP
1309
Financial Management Professionals
Texas
$2.16M -$3.32K -48 -0.2%
BIC
1310
Beach Investment Counsel
Pennsylvania
$2.15M -$207K -2,990 -9%
HR
1311
Hayden Royal
North Carolina
$2.15M +$1.3M +18,774 +113%
TI
1312
tru Independence
Oregon
$2.14M +$3.89M +56,271 New
FAM
1313
Fred Alger Management
New York
$2.13M
BW
1314
Bison Wealth
Georgia
$2.13M +$39.8K +575 +2%
ATPW
1315
Ashton Thomas Private Wealth
Arizona
$2.13M +$416K +6,014 +25%
SAM
1316
Strategy Asset Managers
California
$2.12M +$40.6K +587 +2%
GA
1317
Gateway Advisory
New Jersey
$2.12M -$207K -2,998 -9%
LCS
1318
Levin Capital Strategies
New York
$2.12M
IAN
1319
Integrated Advisors Network
Texas
$2.12M +$2.1M +30,373 New
NPF
1320
Norris Perne & French
Michigan
$2.11M -$354K -5,123 -15%
SMFG
1321
Sumitomo Mitsui Financial Group
Japan
$2.1M -$282K -4,072 -12%
Edgewood Management
1322
Edgewood Management
Connecticut
$2.1M -$208K -3,010 -9%
MGIA
1323
Moneta Group Investment Advisors
Missouri
$2.1M -$144K -2,081 -6%
HF
1324
Halpern Financial
Virginia
$2.1M +$2.08M +30,137 New
FQ
1325
First Quadrant
California
$2.09M -$311K -4,492 -13%

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.