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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
DW
1701
Domani Wealth
Pennsylvania
$1.15M -$8.71K -126 -0.8%
KA
1702
Klingman & Associates
New York
$1.15M +$3.11K +45 +0.3%
SSWM
1703
Sheets Smith Wealth Management
North Carolina
$1.15M -$151K -2,181 -12%
IAS
1704
IMA Advisory Services
Colorado
$1.15M -$191K -2,768 -14%
OIA
1705
Optimum Investment Advisors
Illinois
$1.15M -$40.7K -588 -3%
WANY
1706
Wealthspire Advisors (New York)
New York
$1.14M +$303K +4,382 +36%
GSC
1707
G&S Capital
Colorado
$1.14M -$1.52K -22 -0.1%
PIM
1708
Profit Investment Management
Maryland
$1.14M
SGCA
1709
Steel Grove Capital Advisors
Tennessee
$1.14M -$373K -5,401 -25%
CCP
1710
Cardan Capital Partners
Colorado
$1.14M +$761 +11 +0.1%
SFM
1711
Signet Financial Management
New Jersey
$1.14M +$35.8K +517 +3%
EWM
1712
Elmwood Wealth Management
California
$1.14M +$25.9K +375 +2%
PWP
1713
Private Wealth Partners
California
$1.14M +$3.67K +53 +0.3%
LPT
1714
Legacy Private Trust
Wisconsin
$1.14M +$21.4K +310 +2%
RWM
1715
Ritholtz Wealth Management
New York
$1.13M -$6.02K -87 -0.5%
NEPPG
1716
New England Professional Planning Group
Rhode Island
$1.13M +$1.12M +16,174 New
GCM
1717
Gables Capital Management
Florida
$1.13M -$207 -3 -0%
CA
1718
Cornerstone Advisory
Maryland
$1.13M -$39.6K -572 -3%
LIA
1719
LBMC Investment Advisors
Tennessee
$1.12M -$17K -246 -2%
AWM
1720
Argent Wealth Management
Massachusetts
$1.12M +$1.11M +16,051 New
TF
1721
TRH Financial
Iowa
$1.12M +$1.1M +15,920 New
HFBOT
1722
Home Federal Bank of Tennessee
Tennessee
$1.12M -$247K -3,575 -18%
PIMG
1723
Patriot Investment Management Group
Tennessee
$1.12M -$99.6K -1,441 -8%
PGA
1724
Portland Global Advisors
Maine
$1.12M -$389K -5,624 -26%
CPA
1725
Capital Planning Advisors
California
$1.12M -$129K -1,863 -10%

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.