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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
YMRC
1776
Yorktown Management & Research Company
Virginia
$1.05M
BPWA
1777
Beacon Pointe Wealth Advisors
California
$1.05M -$26.6K -384 -2%
RVM
1778
Robinson Value Management
Texas
$1.05M +$1.04M +14,987 New
AIC
1779
Ameritas Investment Company
Nebraska
$1.04M -$376K -5,431 -27%
MMHP
1780
Murphy Middleton Hinkle & Parker
Georgia
$1.04M +$15.7K +227 +2%
TPA
1781
Trivium Point Advisory
Connecticut
$1.03M -$19.4K -280 -2%
AL
1782
Aspiriant LLC
California
$1.03M -$57.3K -828 -5%
MGAM
1783
McGowan Group Asset Management
Texas
$1.03M +$116K +1,684 +13%
AIM
1784
Acropolis Investment Management
Missouri
$1.03M -$184K -2,667 -15%
KLWA
1785
Kelly Lawrence W & Associates
California
$1.03M +$130K +1,880 +15%
HHGA
1786
Halbert Hargrove Global Advisors
California
$1.02M -$142K -2,058 -12%
GRP
1787
Global Retirement Partners
California
$1.02M -$28.9K -418 -3%
FMB
1788
Field & Main Bank
Kentucky
$1.02M -$24K -347 -2%
NCM
1789
Noesis Capital Mangement
Florida
$1.02M +$196K +2,839 +24%
VCM
1790
Vivaldi Capital Management
Illinois
$1.02M -$225K -3,247 -18%
TAIM
1791
TD Ameritrade Investment Management
Nebraska
$1.01M -$91.6K -1,325 -8%
JGIA
1792
Jackson Grant Investment Advisers
Connecticut
$1.01M -$19.4K -280 -2%
BI
1793
Bredin Investment
Delaware
$1.01M
WI
1794
Wintrust Investments
Illinois
$1.01M +$150K +2,169 +18%
SCA
1795
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M -$104K -1,504 -9%
SCM
1796
SOL Capital Management
Maryland
$1.01M -$119K -1,727 -11%
CWG
1797
Cornerstone Wealth Group
North Carolina
$1.01M -$44.2K -639 -4%
JHCP
1798
Jackson Hole Capital Partners
Oklahoma
$1.01M -$2.56K -37 -0.3%
CL
1799
CPWM LLC
Washington
$1.01M -$69.5K -1,005 -7%
AIMCA
1800
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1M -$1.83M -26,400 -65%

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.