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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
PFGIA
1526
Patriot Financial Group Insurance Agency
Massachusetts
$1.55M -$129K -1,871 -8%
HFA
1527
Hoover Financial Advisors
Pennsylvania
$1.55M +$6.02K +87 +0.4%
SGI
1528
Summit Global Investments
Utah
$1.54M +$209K +3,018 +16%
CCM
1529
Crossvault Capital Management
Texas
$1.54M -$25.9K -374 -2%
FSA
1530
Financial Sense Advisors
California
$1.54M +$698K +10,099 +84%
MFG
1531
Magnus Financial Group
New York
$1.54M +$47.6K +688 +3%
P
1532
Pitcairn
Pennsylvania
$1.54M -$21.2K -306 -1%
OI
1533
Oakbrook Investments
Illinois
$1.54M -$2.58M -37,337 -63%
PSC
1534
Prentiss Smith & Co
Vermont
$1.53M -$143K -2,070 -9%
ACM
1535
Armbruster Capital Management
New York
$1.53M -$20.7K -300 -1%
PH
1536
Pinnacle Holdings
Oklahoma
$1.53M -$20.1K -291 -1%
BOS
1537
Bingham Osborn & Scarborough
California
$1.52M +$116K +1,675 +8%
BFC
1538
Bedel Financial Consulting
Indiana
$1.52M -$135K -1,959 -8%
BOTW
1539
Bank of the West
California
$1.51M -$115K -1,658 -7%
BI
1540
Bramshill Investments
Florida
$1.51M +$409K +5,920 +37%
SRAM
1541
Spouting Rock Asset Management
Pennsylvania
$1.51M +$1.5M +21,716 New
OAM
1542
Oak Asset Management
California
$1.51M -$280K -4,050 -16%
WMA
1543
Wealth Management Associates
New Jersey
$1.51M +$231K +3,342 +18%
VNIM
1544
Vaughan Nelson Investment Management
Texas
$1.5M +$401K +5,800 +37%
SLG
1545
Stanley-Laman Group
Pennsylvania
$1.5M -$184K -2,659 -11%
BFC
1546
Blue Fin Capital
Rhode Island
$1.5M +$123K +1,773 +9%
CFS
1547
CRA Financial Services
New Jersey
$1.5M -$238K -3,444 -14%
BFA
1548
Brendel Financial Advisors
New Hampshire
$1.5M
NAM
1549
North American Management
Massachusetts
$1.5M -$13.2K -191 -0.9%
SCA
1550
Stokes Capital Advisors
South Carolina
$1.49M -$134K -1,937 -8%

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.