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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
BDWM
1726
Brewin Dolphin Wealth Management
Ireland
$1.12M
CT
1727
Clearstead Trust
Maine
$1.11M -$266K -3,842 -19%
LOIM
1728
Liberty One Investment Management
Illinois
$1.11M +$1.1M +15,951 New
CC
1729
Cadinha & Co
Hawaii
$1.11M -$201K -2,900 -15%
WA1
1730
Wimmer Associates 1
California
$1.11M -$70.1K -1,014 -6%
BHWA
1731
Beacon Harbor Wealth Advisors
Virginia
$1.11M -$869K -12,562 -44%
HFA
1732
High Falls Advisors
New York
$1.11M -$48.3K -698 -4%
FRA
1733
Front Row Advisors
California
$1.11M -$39.8K -575 -3%
IMRF
1734
Illinois Municipal Retirement Fund
Illinois
$1.11M +$1.1M +15,924 New
TC
1735
Truvestments Capital
Florida
$1.11M +$117K +1,691 +12%
BWM
1736
Baystate Wealth Management
Massachusetts
$1.11M +$88.2K +1,276 +9%
PAM
1737
PVG Asset Management
Colorado
$1.1M -$406K -5,876 -27%
SJIM
1738
St. Johns Investment Management
Florida
$1.1M -$110K -1,595 -9%
AWM
1739
Aevitas Wealth Management
Massachusetts
$1.1M -$94.3K -1,364 -8%
BAM
1740
Blueshift Asset Management
New Jersey
$1.1M +$1.09M +15,799 New
AAM
1741
Augustine Asset Management
Florida
$1.1M +$85.5K +1,237 +9%
DIM
1742
Delta Investment Management
California
$1.1M +$158K +2,292 +17%
SIMM
1743
Stillwater Investment Management (Minnesota)
Minnesota
$1.1M -$94.2K -1,362 -8%
OFS
1744
Orrstown Financial Services
Pennsylvania
$1.1M -$9.89K -143 -0.9%
EGA
1745
E&G Advisors
Texas
$1.09M -$52.9K -765 -5%
AIM
1746
Arcadia Investment Management
Michigan
$1.09M -$9.06K -131 -0.8%
BBL
1747
Beck Bode LLC
Massachusetts
$1.09M -$67.4K -975 -6%
MIC
1748
Meridian Investment Counsel
California
$1.09M -$34.6K -500 -3%
SIG
1749
Sargent Investment Group
Maryland
$1.09M -$14.5K -210 -1%
LF
1750
Lee Financial
Texas
$1.08M -$135K -1,953 -11%

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.