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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
SCP
1801
Stamos Capital Partners
California
$1M +$996K +14,400 New
MWM
1802
Moulton Wealth Management
Washington
$1M +$986K +14,255 New
F
1803
F3Logic
Minnesota
$999K -$16.3K -235 -2%
SW
1804
SlateStone Wealth
Florida
$999K +$442K +6,394 +81%
CIM
1805
Chapman Investment Management
California
$996K +$987K +14,276 New
CA
1806
Crewe Advisors
Utah
$993K
KWM
1807
Keebeck Wealth Management
Illinois
$993K +$985K +14,242 New
LC
1808
Lavaca Capital
Texas
$992K -$1.43M -20,741 -59%
BDF
1809
Balasa Dinverno & Foltz
$991K +$46.1K +666 +5%
AIM
1810
Aspen Investment Management
Michigan
$989K +$1.8K +26 +0.2%
FFA
1811
Fragasso Financial Advisors
Pennsylvania
$987K +$9.34K +135 +1%
GS
1812
Gagnon Securities
New York
$985K -$292K -4,218 -23%
SAM
1813
Security Asset Management
New York
$985K -$37.5K -543 -4%
AIA
1814
AIMZ Investment Advisors
California
$985K -$30.9K -447 -3%
GAM
1815
Gould Asset Management
California
$985K +$69.2K +1,000 +8%
PAM
1816
Peak Asset Management
Colorado
$982K -$4.56K -66 -0.5%
IP
1817
Investment Partners
Ohio
$978K +$2.08K +30 +0.2%
FIG
1818
FundX Investment Group
California
$978K +$316K +4,576 +48%
SP
1819
Successful Portfolios
Florida
$975K -$144K -2,086 -13%
WCAMG
1820
Woodard & Company Asset Management Group
North Carolina
$975K
AAM
1821
Auxier Asset Management
Oregon
$971K -$34.6K -500 -3%
RHP
1822
Royal Harbor Partners
Texas
$971K +$962K +13,912 New
TW
1823
TrinityPoint Wealth
Connecticut
$964K -$1.02M -14,763 -52%
ONST
1824
Old North State Trust
North Carolina
$960K -$74.1K -1,071 -7%
BCM
1825
Breiter Capital Management
Florida
$959K -$2.21K -32 -0.2%

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.