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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
NIM
1951
Nexus Investment Management
Ontario, Canada
$770K +$394K +5,700 +107%
WAS
1952
Wealth Advisory Solutions
Indiana
$769K +$762K +11,019 New
MFP
1953
Michael F. Price
$768K
DAM
1954
Doheny Asset Management
California
$767K +$11.8K +170 +2%
GWM
1955
Greenwich Wealth Management
Connecticut
$764K +$2.83K +41 +0.4%
SG
1956
Somerset Group
Minnesota
$763K -$142K -2,059 -16%
MA
1957
MONECO Advisors
Connecticut
$762K -$247K -3,577 -24%
WIA
1958
Westbourne Investment Advisors
Maryland
$760K
BCI
1959
Brinker Capital Investments
Pennsylvania
$757K +$2K +29 +0.3%
MFP
1960
Meridian Financial Partners
Virginia
$756K -$85K -1,229 -10%
ICM
1961
IMS Capital Management
Oregon
$754K -$71.6K -1,036 -9%
AW
1962
Avion Wealth
Texas
$751K -$6.92K -100 -0.9%
CDIA
1963
Capital Directions Investment Advisors
Georgia
$750K -$48.1K -695 -6%
CP
1964
Camelot Portfolios
Ohio
$750K -$1.11K -16 -0.1%
HCIA
1965
Hochman Cole Investment Advisors
Illinois
$749K -$18.8K -272 -2%
B
1966
Bellecapital
Switzerland
$748K +$35.8K +518 +5%
SLA
1967
Silver Lake Advisory
Utah
$747K -$110K -1,592 -13%
1832 Asset Management
1968
1832 Asset Management
Ontario, Canada
$742K -$4.63M -67,002 -86%
MLFP
1969
MPS Loria Financial Planners
Illinois
$742K +$2.21K +32 +0.3%
AMG
1970
Advisors Management Group
Wisconsin
$742K +$56.1K +811 +8%
GFP
1971
Gryphon Financial Partners
Ohio
$740K -$197K -2,852 -21%
FNBSF
1972
First National Bank Sioux Falls
South Dakota
$736K +$63.5K +919 +10%
FCA
1973
FLC Capital Advisors
California
$735K -$105K -1,516 -13%
RIM
1974
Regent Investment Management
Kentucky
$735K +$13.8K +200 +2%
MCMT
1975
Moon Capital Management (Tennessee)
Tennessee
$732K -$34.6K -500 -5%

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.