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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
SCM
1426
Schnieders Capital Management
California
$1.81M -$444K -6,415 -20%
BG
1427
Bollard Group
Massachusetts
$1.81M -$82K -1,186 -4%
B
1428
Bailard
California
$1.81M -$98.3K -1,421 -5%
HW
1429
Hedeker Wealth
Illinois
$1.8M +$48.1K +696 +3%
MIC
1430
Means Investment Company
Maine
$1.8M -$1.04K -15 -0.1%
CNB
1431
Camden National Bank
Maine
$1.8M +$31.8K +460 +2%
RWP
1432
RWA Wealth Partners
Massachusetts
$1.8M -$5.6K -81 -0.3%
RHBC
1433
R.H. Bluestein & Co
Michigan
$1.8M -$38K -550 -2%
DWM
1434
Dakota Wealth Management
Florida
$1.8M -$408K -5,907 -19%
BSA
1435
Bull Street Advisors
Georgia
$1.8M -$27.7K -400 -2%
MAM
1436
Morse Asset Management
Connecticut
$1.8M +$21.9K +317 +1%
CAC
1437
Core Alternative Capital
Georgia
$1.79M +$1.78M +25,721 New
HBWM
1438
Hollow Brook Wealth Management
New York
$1.79M
Acadian Asset Management
1439
Acadian Asset Management
Massachusetts
$1.78M -$24.3M -351,103 -93%
ACG
1440
Allen Capital Group
Nebraska
$1.78M +$60.5K +875 +4%
BWFA
1441
Baltimore-Washington Financial Advisors
Maryland
$1.78M +$17.5K +253 +1%
BJL
1442
Brighton Jones LLC
Washington
$1.78M +$62.6K +905 +4%
BCP
1443
Berkeley Capital Partners
Georgia
$1.78M +$75K +1,084 +4%
CGL
1444
Clarius Group LLC
Washington
$1.78M +$224K +3,237 +14%
CRC
1445
Curi RMB Capital
Illinois
$1.77M -$347K -5,015 -16%
FA
1446
Financial Advisors
Massachusetts
$1.77M -$37.8K -546 -2%
CWM
1447
Cornerstone Wealth Management
Missouri
$1.77M -$149K -2,150 -8%
ATC
1448
Adirondack Trust Company
New York
$1.76M -$330K -4,765 -14%
UAS
1449
United Asset Strategies
New York
$1.76M +$208K +3,004 +13%
SB
1450
Strategic Blueprint
Georgia
$1.76M +$929K +13,431 +114%

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.