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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
PCG
1501
Private Capital Group
Connecticut
$1.62M -$1.16M -16,754 -42%
BHC
1502
Bowen Hanes & Co
Florida
$1.62M -$203K -2,930 -11%
GFS
1503
GYL Financial Synergies
Connecticut
$1.62M -$40.5K -586 -2%
CA
1504
Calton & Associates
Florida
$1.62M +$399K +5,773 +33%
PPP
1505
Private Portfolio Partners
New Jersey
$1.62M -$57.5K -831 -3%
FMTCOCP
1506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.61M -$55.3K -800 -3%
JFGLC
1507
Johnson Financial Group LLC (Colorado)
Colorado
$1.61M -$45.8K -662 -3%
IIA
1508
IPG Investment Advisors
California
$1.61M +$1.6M +23,087 New
CWM
1509
Connecticut Wealth Management
Connecticut
$1.61M +$17.6K +254 +1%
NC
1510
NovaPoint Capital
Georgia
$1.61M +$1.59M +23,024 New
PWAP
1511
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.6M -$341K -4,932 -17%
PW
1512
Price Wealth
Texas
$1.6M +$11.3K +163 +0.7%
MF
1513
Magnetar Financial
Illinois
$1.59M -$1.46M -21,102 -48%
SFSG
1514
Stearns Financial Services Group
North Carolina
$1.59M -$27.4K -396 -2%
MPW
1515
Monterey Private Wealth
California
$1.59M +$1.58M +22,796 New
FFS
1516
Founders Financial Securities
Maryland
$1.58M +$112K +1,623 +8%
CCA
1517
Checchi Capital Advisers
California
$1.57M -$297K -4,296 -16%
EWM
1518
Evermay Wealth Management
Virginia
$1.56M -$48.3K -698 -3%
HDIM
1519
Hanson & Doremus Investment Management
Vermont
$1.56M -$121K -1,757 -7%
RHDIC
1520
R.H. Dinel Investment Counsel
California
$1.56M
WI
1521
Wafra Inc
New York
$1.56M
NB
1522
Northwest Bancshares
Pennsylvania
$1.56M -$105K -1,525 -6%
KFBMI
1523
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.56M
GF
1524
Goodman Financial
Texas
$1.56M -$133K -1,924 -8%
AF
1525
Aldebaran Financial
$1.55M -$447K -6,460 -22%

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.