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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
BWAM
1651
Boyd Watterson Asset Management
Ohio
$1.23M -$21.4K -309 -2%
PA
1652
PFG Advisors
Arizona
$1.23M -$54.2K -784 -4%
TG
1653
TCW Group
California
$1.23M +$20.7K +300 +2%
RDWM
1654
Red Door Wealth Management
Tennessee
$1.23M +$1.23M +17,756 New
HCP
1655
Holt Capital Partners
Texas
$1.23M
FHC
1656
First Heartland Consultants
Missouri
$1.23M +$29.1K +421 +2%
FNBOSM
1657
First National Bank of South Miami
Florida
$1.22M -$870K -12,584 -42%
PRC
1658
Pearl River Capital
Michigan
$1.22M +$967K +13,979 +395%
CI
1659
CX Institutional
Indiana
$1.22M -$95.4K -1,380 -7%
PP
1660
Prospector Partners
Connecticut
$1.22M
VNA
1661
Valley National Advisers
Pennsylvania
$1.22M -$161K -2,334 -12%
MWP
1662
Meridian Wealth Partners
Pennsylvania
$1.22M +$1.2M +17,407 New
HFAS
1663
Hummer Financial Advisory Services
Illinois
$1.22M +$1.2M +17,416 New
BC
1664
Burleson & Co
California
$1.21M -$20.1K -291 -2%
MKC
1665
M. Kraus & Co
Vermont
$1.21M -$126K -1,817 -9%
DRD
1666
Dennis R. Delaney
$1.21M -$43.1K -623 -3%
CWM
1667
Chesapeake Wealth Management
Virginia
$1.21M -$45.3K -655 -4%
JFA
1668
JNBA Financial Advisors
Minnesota
$1.21M +$22.2K +321 +2%
BHTS
1669
Bar Harbor Trust Services
Maine
$1.2M +$475K +6,863 +66%
AA
1670
Advisory Alpha
Michigan
$1.2M +$79.9K +1,155 +7%
TCMG
1671
TSP Capital Management Group
New Jersey
$1.2M
WAM
1672
Weatherly Asset Management
California
$1.19M -$253K -3,658 -18%
KOMWMG
1673
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.19M +$1.18M +17,088 New
MA
1674
MCF Advisors
Kentucky
$1.19M -$14.1K -204 -1%
SCA
1675
Salient Capital Advisors
Texas
$1.19M -$123K -1,776 -9%

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.