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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
CM
2001
CoreCommodity Management
Connecticut
$704K +$8.78K +127 +1%
WAG
2002
Winthrop Advisory Group
Massachusetts
$703K -$149K -2,153 -18%
CCM
2003
Carlson Capital Management
Minnesota
$699K +$106K +1,531 +18%
BBP
2004
Banco BTG Pactual
Brazil
$698K +$269K +3,887 +64%
LWM
2005
Lyell Wealth Management
California
$691K -$13.7K -198 -2%
HCM
2006
Hilton Capital Management
New York
$691K +$46.5K +672 +7%
BMM
2007
Berkshire Money Management
Massachusetts
$689K +$415 +6 +0.1%
RWA
2008
Redhawk Wealth Advisors
Minnesota
$688K +$203K +2,936 +42%
QI
2009
Qtron Investments
Massachusetts
$687K -$70.6K -1,021 -9%
MIM
2010
Miller Investment Management
Pennsylvania
$685K
EDRIA
2011
Edmonds Duncan Registered Investment Advisors
Kansas
$684K
HIM
2012
Hotaling Investment Management
Pennsylvania
$683K +$3.6K +52 +0.5%
AFP
2013
Ausdal Financial Partners
Iowa
$683K +$18.6K +269 +3%
P
2014
&Partners
Tennessee
$683K +$210K +3,040 +45%
NWA
2015
New World Advisors
Massachusetts
$681K
ST
2016
Sentinel Trust
Texas
$681K
AFM
2017
Abbot Financial Management
Massachusetts
$680K +$26.7K +386 +4%
GG
2018
Gleason Group
Kentucky
$679K +$673K +9,735 New
WAM
2019
Winslow Asset Management
Ohio
$678K -$59.2K -856 -8%
PCM
2020
Pennsylvania Capital Management
Pennsylvania
$678K +$672K +9,716 New
AWM
2021
Absher Wealth Management
North Carolina
$676K +$724K +10,463 New
PAG
2022
Pinnacle Advisory Group
Maryland
$675K -$3.04K -44 -0.5%
PA
2023
Procyon Advisors
Connecticut
$674K +$668K +9,656 New
BOS
2024
Bank of Stockton
California
$673K +$18.5K +268 +3%
BBA
2025
Braun-Bostich & Associates
Pennsylvania
$668K -$323K -4,668 -33%

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.