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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
PP
1876
PDS Planning
Ohio
$873K -$13.2K -191 -2%
CCG
1877
Ceeto Capital Group
Florida
$872K
UA
1878
Unison Advisors
District of Columbia
$872K +$10.6K +154 +1%
PPW
1879
Parcion Private Wealth
Washington
$871K +$863K +12,482 New
GLI
1880
Guardian Life Insurance
New York
$870K +$5.39K +78 +0.6%
AssetMark Inc
1881
AssetMark Inc
California
$869K +$125K +1,812 +17%
BWA
1882
Burt Wealth Advisors
Maryland
$868K -$13.8K -200 -2%
CWA
1883
Clarus Wealth Advisors
Arizona
$867K -$34.9K -505 -4%
SFA
1884
Stewardship Financial Advisors
Georgia
$867K +$10.4K +150 +1%
HC
1885
HNP Capital
New York
$867K +$304K +4,400 +54%
NJBEST
1886
New Jersey Better Educational Savings Trust
New Jersey
$865K
DWA
1887
Divergent Wealth Advisors
Utah
$864K
RIG
1888
Roosevelt Investment Group
New York
$862K -$179K -2,584 -17%
SWA
1889
Sutton Wealth Advisors
Florida
$862K -$14.4K -208 -2%
VCM
1890
Virtue Capital Management
Tennessee
$861K -$694K -10,041 -45%
SC
1891
Sawyer & Company
Massachusetts
$856K +$80.9K +1,170 +11%
CF
1892
Corrigan Financial
Rhode Island
$854K +$5.19K +75 +0.6%
SDJVC
1893
St. Denis J. Villere & Co
Louisiana
$854K
BPA
1894
Beacon Pointe Advisors
California
$853K -$16.7K -241 -2%
LPIC
1895
LeJeune Puetz Investment Counsel
Michigan
$850K -$29.4K -425 -3%
RWA
1896
River Wealth Advisors
Pennsylvania
$846K +$28.6K +413 +4%
CFA
1897
Camarda Financial Advisors
Florida
$846K +$839K +12,128 New
HCA
1898
Heck Capital Advisors
Wisconsin
$846K
PFA
1899
Pettinga Financial Advisors
Indiana
$845K +$64.3K +930 +8%
DL
1900
DOHJ LLC
Washington
$845K +$837K +12,111 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.