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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
SAA
1326
Southeast Asset Advisors
Georgia
$2.09M -$24.6K -356 -1%
BCP
1327
Blue Chip Partners
Michigan
$2.09M -$75.8K -1,096 -4%
AF
1328
Alerus Financial
North Dakota
$2.09M +$312K +4,508 +18%
KCPG
1329
Kavar Capital Partners Group
Kansas
$2.08M -$424K -6,138 -17%
MC
1330
Martin & Co
Tennessee
$2.07M -$25.6K -370 -1%
ISWM
1331
Independent Solutions Wealth Management
New York
$2.07M +$2.05M +29,691 New
MPAM
1332
Murphy Pohlad Asset Management
Minnesota
$2.07M +$16.3K +235 +0.8%
GFA
1333
Gifford Fong Associates
California
$2.06M
MS
1334
Madden Securities
Texas
$2.06M +$2.05M +29,619 New
SAM
1335
Sequent Asset Management
Texas
$2.06M +$481K +6,958 +31%
GWMIA
1336
Global Wealth Management Investment Advisory
Florida
$2.06M +$294K +4,253 +17%
IB
1337
Intrust Bank
Kansas
$2.06M -$306K -4,423 -13%
VA
1338
Valmark Advisers
Ohio
$2.06M -$197K -2,853 -9%
MMPW
1339
Mitchell McLeod Pugh & Williams
Alabama
$2.06M -$248K -3,580 -11%
RA
1340
Riverstone Advisors
Texas
$2.05M -$52.1K -754 -2%
KWMG
1341
King Wealth Management Group
Florida
$2.05M -$17.6K -255 -0.9%
BMA
1342
Brooks Moore & Associates
Tennessee
$2.05M -$27.7K -400 -1%
SWA
1343
SFMG Wealth Advisors
Texas
$2.05M -$157K -2,275 -7%
GIP
1344
Granite Investment Partners
California
$2.05M -$141K -2,033 -6%
PHIMC
1345
Private Harbour Investment Management & Counsel
Ohio
$2.04M -$102K -1,480 -5%
MLL
1346
Moody Lynn & Lieberson
Massachusetts
$2.04M -$5.12K -74 -0.3%
PJSIMP
1347
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.04M -$97.1K -1,404 -5%
QCG
1348
Quadrant Capital Group
Ohio
$2.04M -$429K -6,205 -17%
VWA
1349
V Wealth Advisors
Kansas
$2.03M
FIA
1350
Foundations Investment Advisors
Arizona
$2.03M +$47.2K +683 +2%

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.