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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
ITIM
1751
Indiana Trust & Investment Management
Indiana
$1.08M -$102K -1,480 -9%
CIP
1752
Capital Insight Partners
Arizona
$1.08M -$7.47K -108 -0.7%
MWPCG
1753
Measured Wealth Private Client Group
New Hampshire
$1.08M +$211K +3,046 +24%
CWM
1754
Cabot Wealth Management
Massachusetts
$1.08M -$172K -2,489 -14%
TF
1755
TimeScale Financial
Massachusetts
$1.07M +$274K +3,964 +35%
FWM
1756
Focused Wealth Management
New York
$1.07M +$115K +1,666 +12%
EAMA
1757
EFG Asset Management (Americas)
Florida
$1.07M +$714K +10,325 +208%
WWM
1758
Western Wealth Management
Colorado
$1.07M -$192K -2,776 -15%
AAM
1759
Ascension Asset Management
New York
$1.07M
SIC
1760
Shoker Investment Counsel
Ohio
$1.07M +$11.8K +171 +1%
AA
1761
Alesco Advisors
New York
$1.06M -$150K -2,175 -12%
SWMG
1762
Strategic Wealth Management Group
Maryland
$1.06M +$28.8K +417 +3%
MWM
1763
Madison Wealth Management
Ohio
$1.06M +$1.05M +15,234 New
TGAM
1764
TBH Global Asset Management
Tennessee
$1.06M +$1.05M +15,206 New
FWM
1765
FSA Wealth Management
Massachusetts
$1.06M +$1.05M +15,207 New
EWF
1766
Epstein & White Financial
California
$1.06M +$55.7K +806 +6%
SWA
1767
Stratos Wealth Advisors
Ohio
$1.06M -$281K -4,064 -21%
AFG
1768
Albion Financial Group
Utah
$1.06M -$130K -1,876 -11%
CBFP
1769
Cedar Brook Financial Partners
Ohio
$1.06M +$12.2K +176 +1%
CA
1770
Claro Advisors
Massachusetts
$1.06M +$110K +1,591 +12%
AIA
1771
Angeles Investment Advisors
California
$1.06M +$166K +2,401 +19%
WA
1772
Wealth Alliance
New York
$1.05M +$1.04M +15,096 New
MPM
1773
Meritage Portfolio Management
Kansas
$1.05M
DOA
1774
D'Orazio & Associates
Virginia
$1.05M +$968 +14 +0.1%
CSPIA
1775
Cary Street Partners Investment Advisory
Virginia
$1.05M +$1.04M +15,030 New

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.