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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
NWM
1401
Nicola Wealth Management
British Columbia, Canada
$1.88M +$1.1M +15,927 +78%
CIA
1402
Covington Investment Advisors
Pennsylvania
$1.88M -$375K -5,430 -17%
SCP
1403
Syntal Capital Partners
Texas
$1.88M -$275K -3,980 -13%
WBC
1404
West Branch Capital
Massachusetts
$1.87M +$690K +9,976 +59%
CST
1405
Charles Schwab Trust
Nevada
$1.87M +$596K +8,619 +48%
NMIFOAC
1406
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.86M -$592K -8,557 -24%
GIC
1407
Gantzert Investment Company
Illinois
$1.86M +$91.6K +1,325 +5%
CAM
1408
Cozad Asset Management
Illinois
$1.85M -$61.3K -887 -3%
RCA
1409
Resonant Capital Advisors
Wisconsin
$1.85M +$1.83M +26,531 New
FUBT
1410
First United Bank & Trust
Maryland
$1.85M -$262K -3,793 -13%
CL
1411
Choreo LLC
Illinois
$1.85M -$138K -2,001 -7%
IWP
1412
Icon Wealth Partners
Texas
$1.84M -$62.2K -900 -3%
CG
1413
CFO4Life Group
Texas
$1.84M -$59K -853 -3%
CNFG
1414
Creegan & Nassoura Financial Group
New Hampshire
$1.83M +$1.82M +26,288 New
IBOK
1415
Independence Bank of Kentucky
Kentucky
$1.83M -$205K -2,962 -10%
SAM
1416
Summit Asset Management
Tennessee
$1.83M +$968 +14 +0.1%
PCM
1417
Palisade Capital Management
New Jersey
$1.82M -$107K -1,546 -6%
RIG
1418
Renaissance Investment Group
Massachusetts
$1.82M -$48.6K -703 -3%
CWM
1419
Campbell Wealth Management
Virginia
$1.82M -$8.92K -129 -0.5%
SCM
1420
Southport Capital Management
Tennessee
$1.82M +$76.3K +1,103 +4%
PAM
1421
Peninsula Asset Management
Florida
$1.82M +$20.9K +302 +1%
CT
1422
Coastline Trust
Rhode Island
$1.82M +$103K +1,496 +6%
SBWIC
1423
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.81M +$15.5K +224 +0.9%
CBU
1424
CIBC Bank USA
Illinois
$1.81M -$142K -2,054 -7%
LKIM
1425
Lawson Kroeker Investment Management
Nebraska
$1.81M -$101K -1,455 -5%

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.