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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
SCM
2026
Salem Capital Management
Massachusetts
$664K
ECM
2027
EagleClaw Capital Management
Massachusetts
$663K +$4.7K +68 +0.7%
BWM
2028
BT Wealth Management
Georgia
$662K -$269K -3,888 -29%
SFG
2029
Sather Financial Group
Texas
$661K -$3.18K -46 -0.5%
AF
2030
Affiance Financial
Minnesota
$659K -$373K -5,398 -36%
ATFA
2031
All Terrain Financial Advisors
Minnesota
$659K +$277 +4 +0%
FIM
2032
Freedom Investment Management
Connecticut
$655K -$401K -5,803 -38%
SSW
2033
Smith Shellnut Wilson
Mississippi
$655K +$65.1K +942 +11%
QT
2034
Quantamental Technologies
New York
$654K +$217K +3,135 +50%
RIA
2035
Recurrent Investment Advisors
Texas
$653K +$647K +9,362 New
BA
2036
Birinyi Associates
Connecticut
$652K -$17.3K -250 -3%
OPA
2037
Old Port Advisors
Maine
$651K +$13.3K +193 +2%
GHAM
2038
Gilman Hill Asset Management
Connecticut
$648K -$13.8K -200 -2%
AI
2039
Accredited Investors
Minnesota
$648K -$2.77K -40 -0.4%
W
2040
Wealthquest
Ohio
$647K +$3.32K +48 +0.5%
EWM
2041
Executive Wealth Management
Michigan
$647K +$169K +2,442 +36%
GCP
2042
GSA Capital Partners
United Kingdom
$645K +$640K +9,249 New
HPWM
2043
Highland Private Wealth Management
Washington
$642K -$6.36K -92 -1%
FA
2044
Faithward Advisors
Pennsylvania
$641K -$28.2K -408 -4%
IRC
2045
Investors Research Corp
Georgia
$639K -$1.73K -25 -0.3%
BO
2046
BRR OpCo
Ohio
$638K -$43K -622 -6%
ACM
2047
Adalta Capital Management
New York
$638K
FPCP
2048
Fort Point Capital Partners
California
$637K -$518K -7,489 -45%
AIM
2049
Alhambra Investment Management
Florida
$637K +$631K +9,130 New
WC
2050
Weil Company
California
$635K -$309K -4,463 -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.