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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
PAM
1976
Premier Asset Management
Illinois
$732K -$1.34M -19,334 -65%
CRCM
1977
Corbett Road Capital Management
Virginia
$732K +$726K +10,495 New
LFA
1978
Legacy Financial Advisors
Kentucky
$730K -$19.2K -277 -3%
PFA
1979
Pathway Financial Advisors
Vermont
$730K +$747K +10,796 New
BI
1980
Ballast Inc
Kentucky
$729K +$26.7K +386 +4%
SFG
1981
StrategIQ Financial Group
Indiana
$729K +$48.5K +702 +7%
MAM
1982
Marotta Asset Management
Virginia
$728K +$829K +11,984 New
PCMC
1983
Private Capital Management (Colorado)
Colorado
$725K
RZH
1984
Relyea Zuckerberg Hanson
Connecticut
$724K +$718K +10,376 New
PAS
1985
Professional Advisory Services
Florida
$723K
PB
1986
Pinnacle Bancorp
Nebraska
$722K
BCA
1987
Bray Capital Advisors
Florida
$721K -$1.2M -17,394 -63%
OBGC
1988
O'Brien Greene & Co
Pennsylvania
$721K -$84.4K -1,220 -11%
BCA
1989
Bay Colony Advisors
Massachusetts
$721K -$18K -261 -2%
FBA
1990
Front Barnett Associates
Illinois
$721K
WDL
1991
Well Done LLC
Michigan
$717K -$132K -1,915 -16%
SWM
1992
Sugarloaf Wealth Management
Georgia
$716K +$709K +10,254 New
MAM
1993
Mastrapasqua Asset Management
Tennessee
$715K -$5.19K -75 -0.7%
RCM
1994
RB Capital Management
Nevada
$714K -$196K -2,831 -29%
BAM
1995
Beaumont Asset Management
Texas
$710K +$704K +10,183 New
CT
1996
Columbia Trust
Oregon
$710K +$704K +10,186 New
CFA
1997
Cahill Financial Advisors
Minnesota
$709K -$8.85K -128 -1%
SBA
1998
Secrest Blakey & Associates
North Carolina
$708K -$16.2K -234 -2%
TCCM
1999
Timber Creek Capital Management
Massachusetts
$708K
ANB
2000
Amarillo National Bank
Texas
$707K -$59.1K -855 -8%

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.