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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
SAM
1576
Sawgrass Asset Management
Florida
$1.42M -$294K -4,245 -17%
TW
1577
Transform Wealth
Colorado
$1.42M +$239K +3,462 +21%
WI
1578
WrapManager Inc
California
$1.42M -$292K -4,228 -17%
APW
1579
Austin Private Wealth
Texas
$1.41M +$1.4M +20,225 New
WCM
1580
Washington Capital Management
Washington
$1.41M -$143K -2,075 -9%
WA
1581
WealthTrust Axiom
Pennsylvania
$1.41M -$53.9K -779 -4%
MCAI
1582
Members Capital Advisors Inc
Wisconsin
$1.4M +$1.39M +20,061 New
MWM
1583
Merriman Wealth Management
Washington
$1.4M -$31.3K -453 -2%
CP
1584
Coho Partners
Pennsylvania
$1.4M -$21K -304 -1%
AAIM
1585
American Assets Investment Management
California
$1.4M
CIG
1586
Cairn Investment Group
Washington
$1.39M +$1.38M +19,966 New
BIA
1587
BMT Investment Advisors
Pennsylvania
$1.39M
FIM
1588
Fernwood Investment Management
Massachusetts
$1.38M -$184K -2,668 -12%
ACI
1589
Alpha Cubed Investments
California
$1.38M -$14.9M -215,287 -92%
PWP
1590
Principle Wealth Partners
Connecticut
$1.37M -$9.2K -133 -0.7%
WCM
1591
Weik Capital Management
Pennsylvania
$1.37M -$12.6K -182 -0.9%
AIA
1592
Armor Investment Advisors
North Carolina
$1.37M -$55.8K -807 -4%
BCM
1593
Blume Capital Management
California
$1.36M -$34.6K -500 -2%
ADL
1594
Asset Dedication LLC
California
$1.36M +$128K +1,856 +10%
PWA
1595
Providence Wealth Advisors
Illinois
$1.36M -$144K -2,079 -10%
DBRC
1596
D.B. Root & Company
Pennsylvania
$1.36M -$1.18K -17 -0.1%
ATWA
1597
Arbor Trust Wealth Advisors
Michigan
$1.36M +$1.34M +19,440 New
WI
1598
Wedgewood Investors
Pennsylvania
$1.35M -$133K -1,919 -9%
WWM
1599
Windsor Wealth Management
Indiana
$1.35M -$7.19K -104 -0.5%
SAM
1600
SignalPoint Asset Management
Missouri
$1.35M -$42.6K -616 -3%

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.