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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
SFG
1551
SevenBridge Financial Group
Pennsylvania
$1.49M -$26.8K -387 -2%
VWA
1552
VERITY Wealth Advisors
United States
$1.48M
GDP
1553
Great Diamond Partners
Maine
$1.48M +$1.47M +21,235 New
WRM
1554
Weybosset Research & Management
Rhode Island
$1.48M -$1.04K -15 -0.1%
VIG
1555
Vienna Insurance Group
Poland
$1.47M -$383K -5,543 -21%
MCM
1556
McRae Capital Management
New Jersey
$1.47M -$291K -4,210 -17%
EIA
1557
Edgemoor Investment Advisors
Maryland
$1.47M -$24.6K -356 -2%
DTL
1558
Dynamic Technology Lab
Singapore
$1.47M +$1.46M +21,058 New
CCA
1559
Conservest Capital Advisors
Pennsylvania
$1.46M -$84K -1,215 -5%
GCMG
1560
Gyroscope Capital Management Group
Florida
$1.46M -$7.33K -106 -0.5%
BE
1561
Bonness Enterprises
District of Columbia
$1.46M -$5.53K -80 -0.4%
HJMC
1562
Hellman Jordan Management Company
Massachusetts
$1.46M -$13M -188,075 -90%
FCA
1563
FinTrust Capital Advisors
South Carolina
$1.46M -$103K -1,483 -7%
OAM
1564
Optimal Asset Management
California
$1.46M +$1.44M +20,882 New
IA
1565
IFG Advisors
Missouri
$1.45M +$553 +8 +0%
PGIM
1566
Pacific Global Investment Management
California
$1.45M -$109K -1,583 -7%
VWM
1567
Vigilare Wealth Management
Arizona
$1.45M +$1.65M +23,867 New
LDFR
1568
Lehman & Derafelo Financial Resources
Pennsylvania
$1.44M -$228K -3,295 -14%
CHP
1569
Cable Hill Partners
Oregon
$1.44M -$212K -3,062 -13%
KCM
1570
Kathmere Capital Management
Pennsylvania
$1.44M +$1.43M +20,613 New
FANJ
1571
Financial Architects (New Jersey)
New Jersey
$1.44M -$124K -1,799 -8%
JAM
1572
Jolley Asset Management
North Carolina
$1.44M -$67.8K -980 -5%
LA
1573
Lau Associates
Delaware
$1.43M
PP
1574
Pacifica Partners
Canada
$1.43M +$1.42M +20,525 New
HC
1575
Hendley & Co
Ohio
$1.43M +$612K +8,847 +76%

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.