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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
APC
1901
Aspire Private Capital
North Carolina
$840K +$154K +2,228 +23%
FNBOH
1902
First National Bank of Hutchinson
Kansas
$839K +$124K +1,790 +17%
ER
1903
Enlightenment Research
Florida
$837K +$830K +12,000 New
BWCS
1904
Beirne Wealth Consulting Services
Connecticut
$835K -$581K -8,401 -41%
WPIC
1905
White Pine Investment Company
Michigan
$835K -$97.8K -1,415 -11%
CAMG
1906
CWA Asset Management Group
Florida
$834K +$80.1K +1,158 +11%
ACP
1907
Arcus Capital Partners
Georgia
$833K +$69 +1 +0%
BCM
1908
Beck Capital Management
Texas
$830K -$27.7K -400 -3%
BWP
1909
BSW Wealth Partners
Colorado
$826K -$14.6K -211 -2%
MCG
1910
McCollum Christoferson Group
New York
$820K -$14.2K -205 -2%
TT
1911
TI-Trust
Illinois
$820K +$813K +11,754 New
PBC
1912
Pavion Blue Capital
California
$814K +$807K +11,666 New
RSC
1913
Red Spruce Capital
Pennsylvania
$813K +$806K +11,650 New
WQ
1914
Wealth Quarterback
New Jersey
$810K +$2.5M +36,215 New
LCM
1915
Leisure Capital Management
California
$809K -$44.9K -650 -5%
JIP
1916
Jaffetilchin Investment Partners
Florida
$805K +$63.3K +916 +9%
OCG
1917
Opus Capital Group
Ohio
$802K -$1.25K -18 -0.2%
LWM
1918
Lyons Wealth Management
Florida
$802K
DA
1919
Duality Advisers
Florida
$802K +$795K +11,495 New
TIA
1920
Traphagen Investment Advisors
New Jersey
$801K -$28.1K -406 -3%
VCM
1921
Vigilant Capital Management
Maine
$801K -$919K -13,286 -54%
SLF
1922
Sun Life Financial
Ontario, Canada
$800K -$419K -6,064 -35%
EIA
1923
Eldridge Investment Advisors
New Hampshire
$800K -$24.2K -350 -3%
RHJA
1924
Rice Hall James & Associates
California
$800K -$6.92K -100 -0.9%
DWM
1925
Darwin Wealth Management
Florida
$800K +$17.5K +253 +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.