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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
UC
1826
Unio Capital
New Jersey
$959K
BC
1827
Brinker Capital
Pennsylvania
$959K +$179K +2,588 +23%
ACM
1828
Ayrshire Capital Management
Connecticut
$957K +$948K +13,716 New
DWM
1829
Dorchester Wealth Management
Quebec, Canada
$956K -$17K -246 -2%
IDBONY
1830
Israel Discount Bank of New York
New York
$956K +$38.3K +554 +4%
TL
1831
TrueWealth LLC
Georgia
$951K -$56.5K -817 -6%
SIA
1832
Soltis Investment Advisors
Utah
$950K +$942K +13,617 New
HGWM
1833
Harvest Group Wealth Management
Massachusetts
$949K -$591K -8,547 -39%
OCPWS
1834
One Charles Private Wealth Services
Massachusetts
$949K +$941K +13,601 New
PFA
1835
Paradigm Financial Advisors
Missouri
$947K -$379K -5,486 -29%
CHA
1836
Carmichael Hill & Associates
Maryland
$947K -$12.5K -181 -1%
PI
1837
PFS Investments
Georgia
$945K +$426K +6,166 +84%
LWM
1838
Laidlaw Wealth Management
New York
$945K +$936K +13,536 New
IA
1839
IndexIQ Advisors
New York
$944K -$1.98M -28,666 -68%
FMT
1840
First Mercantile Trust
Tennessee
$941K -$36K -520 -4%
ECM
1841
ExodusPoint Capital Management
New York
$941K +$933K +13,486 New
CAM
1842
Close Asset Management
United Kingdom
$934K -$72.6K -1,050 -7%
TC
1843
Trust Company
Kansas
$932K -$99.2K -1,435 -10%
BWA
1844
Beam Wealth Advisors
Louisiana
$930K +$922K +13,328 New
IAMOG
1845
Investors Asset Management of Georgia
Georgia
$926K -$23.9K -345 -3%
JDR
1846
Jay D. Rosenbaum
$925K -$208K -3,005 -18%
MMG
1847
Monetary Management Group
Missouri
$925K -$36.8K -532 -4%
SCP
1848
Sandhill Capital Partners
New York
$922K +$211K +3,049 +30%
LA
1849
Legacy Advisors
Pennsylvania
$921K -$67.9K -982 -7%
SFSG
1850
Sound Financial Strategies Group
Mississippi
$915K +$907K +13,118 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.