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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
BOPW
1351
Brandywine Oak Private Wealth
Pennsylvania
$2.03M -$162K -2,348 -7%
NSB
1352
Norway Savings Bank
Maine
$2.03M +$43.9K +635 +2%
FFWA
1353
FRG Family Wealth Advisors
Washington
$2.02M -$1.09M -15,737 -35%
MFG
1354
Merit Financial Group
Georgia
$2.02M +$697K +10,084 +53%
GIA
1355
GHP Investment Advisors
Colorado
$2.02M -$171K -2,470 -8%
AWM
1356
Avior Wealth Management
Nebraska
$2.01M -$8.09K -117 -0.4%
BIM
1357
Barton Investment Management
Pennsylvania
$2.01M -$41.5K -600 -2%
PFBT
1358
Parkside Financial Bank & Trust
Missouri
$2.01M +$32.1K +464 +2%
UF
1359
Univest Financial
Pennsylvania
$2.01M +$831K +12,017 +117%
AIL
1360
AGF Investments LLC
Ontario, Canada
$2.01M +$172K +2,489 +9%
SLT
1361
St Louis Trust
Missouri
$2M +$2.56K +37 +0.1%
TPWA
1362
TRUE Private Wealth Advisors
Oregon
$2M -$10.4K -151 -0.5%
GLA
1363
Good Life Advisors
Pennsylvania
$2M -$44.3K -640 -2%
LF
1364
LifeSteps Financial
California
$1.99M +$1.97M +28,553 New
APG
1365
Abacus Planning Group
South Carolina
$1.99M -$45.5K -658 -2%
YWP
1366
YorkBridge Wealth Partners
New York
$1.99M -$100K -1,450 -5%
ETI
1367
Enterprise Trust & Investment
California
$1.98M -$76.1K -1,100 -4%
MCM
1368
Monument Capital Management
Virginia
$1.97M +$240K +3,465 +14%
AIIMS
1369
Analyst IMS Investment Management Services
Israel
$1.96M -$6.92K -100 -0.4%
FAG
1370
Financial Advisory Group
Texas
$1.95M -$34.6K -500 -2%
OC
1371
Oakworth Capital
Alabama
$1.95M +$107K +1,553 +6%
HA
1372
HYA Advisors
Missouri
$1.95M +$1.93M +27,979 New
NC
1373
NewSquare Capital
Pennsylvania
$1.95M +$191K +2,765 +11%
ECA
1374
Elevated Capital Advisors
Utah
$1.95M +$1.93M +27,894 New
AA
1375
Aufman Associates
Pennsylvania
$1.94M +$1.93M +27,855 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.