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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
RI
1926
RWWM Inc
California
$798K +$113K +1,628 +17%
OC
1927
Oarsman Capital
Wisconsin
$796K -$86.7K -1,254 -10%
GFPC
1928
Global Financial Private Client
Florida
$795K +$787K +11,386 New
EIP
1929
Ellis Investment Partners
Pennsylvania
$791K -$64.9K -938 -8%
CAC
1930
Cowen and Company
New York
$790K -$141K -2,044 -15%
TCM
1931
Tributary Capital Management
Nebraska
$789K -$27.7K -400 -3%
CYG
1932
Clean Yield Group
Vermont
$788K +$65.3K +945 +9%
SIA
1933
Strategic Investment Advisors
Michigan
$787K +$102K +1,477 +15%
GWM
1934
GSB Wealth Management
Connecticut
$786K
TB
1935
Terril Brothers
Missouri
$785K
CG
1936
Corundum Group
Colorado
$785K +$48.8K +706 +7%
AWM
1937
Atticus Wealth Management
Florida
$784K +$777K +11,240 New
CC
1938
Cedar Capital
Illinois
$782K +$23.2K +336 +3%
AAS
1939
Annex Advisory Services
Wisconsin
$781K -$43.7K -632 -5%
FCFC
1940
First Commonwealth Financial Corp
Pennsylvania
$781K -$43.2K -625 -5%
PVH
1941
Psagot Value Holdings
Israel
$781K +$5.19K +75 +0.7%
CA
1942
Cortland Associates
Missouri
$779K +$88K +1,272 +13%
FNC
1943
First National Corp
Massachusetts
$777K -$29K -419 -4%
VFP
1944
Verus Financial Partners
Virginia
$775K +$830 +12 +0.1%
CIA
1945
Cascade Investment Advisors
Oregon
$775K -$22.8K -330 -3%
IIM
1946
Ironwood Investment Management
Massachusetts
$773K -$19.9K -288 -3%
CWM
1947
Cordatus Wealth Management
Pennsylvania
$772K +$167K +2,414 +28%
PWPS
1948
Pinnacle Wealth Planning Services
Ohio
$772K +$274K +3,964 +56%
TAM
1949
Todd Asset Management
Kentucky
$771K
SG
1950
StoneX Group
New York
$770K +$93.9K +1,358 +14%

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.