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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
HRC
2051
Hoertkorn Richard Charles
$635K -$17.3K -250 -3%
SC
2052
Steph & Co
Wisconsin
$633K +$628K +9,075 New
XSC
2053
X-Square Capital
Puerto Rico
$630K +$27.5K +398 +5%
KCM
2054
Kendall Capital Management
Maryland
$628K -$138 -2 -0%
QOP
2055
Quinn Opportunity Partners
Virginia
$628K
CAC
2056
Certified Advisory Corp
Florida
$626K -$118K -1,711 -16%
BFPW
2057
BOK Financial Private Wealth
Colorado
$625K +$266K +3,843 +75%
CIC
2058
Chilton Investment Company
Connecticut
$622K +$4.84K +70 +0.8%
FC
2059
Ferris Capital
Massachusetts
$620K -$135K -1,955 -18%
JF
2060
JSF Financial
California
$619K -$85.1K -1,230 -12%
KC
2061
Kingfisher Capital
North Carolina
$619K -$18.4K -266 -3%
B
2062
Bridgeworth
Alabama
$619K +$340K +4,913 +124%
EOCM
2063
Energy Opportunities Capital Management
Texas
$617K
RBCM
2064
Raub Brock Capital Management
California
$616K -$3.87K -56 -0.6%
HAC
2065
Harbor Advisory Corp
New Hampshire
$615K -$16K -231 -3%
BMCM
2066
Bryn Mawr Capital Management
Pennsylvania
$615K +$340K +4,918 +126%
LK
2067
Lumbard & Kellner
New Hampshire
$614K
MM
2068
Meridian Management
Arkansas
$613K -$79.9K -1,156 -12%
CWM
2069
Centric Wealth Management
Illinois
$612K -$37.8K -547 -6%
WA
2070
Wealthstar Advisors
Texas
$612K -$3.8K -55 -0.6%
JLBC
2071
J.L. Bainbridge & Co
Florida
$612K +$48.3K +699 +9%
Cohen & Steers
2072
Cohen & Steers
New York
$612K +$178K +2,574 +42%
VAG
2073
VisionPoint Advisory Group
Texas
$611K -$43.8K -633 -7%
GGI
2074
Godsey & Gibb Inc
Virginia
$609K -$32.8K -475 -5%
SC
2075
Solstein Capital
California
$609K +$603K +8,725 New

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.