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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
ACH
2076
ArrowMark Colorado Holdings
Colorado
$608K
ZF
2077
Zhang Financial
Michigan
$606K +$34.1K +493 +6%
HI
2078
Hendershot Investments
Virginia
$606K +$69.2K +1,000 +13%
IA
2079
Independence Advisors
Pennsylvania
$604K +$4.43K +64 +0.7%
WA
2080
Waverly Advisors
Alabama
$603K -$3.6K -52 -0.5%
RCM
2081
RNC Capital Management
California
$603K
WIP
2082
Wellesley Investment Partners
Massachusetts
$600K +$21.9K +317 +4%
MMA
2083
Miracle Mile Advisors
California
$598K -$83.3K -1,205 -12%
HCM
2084
Heathbridge Capital Management
Ontario, Canada
$597K
BEAM
2085
Baker Ellis Asset Management
Washington
$596K -$583K -8,425 -50%
AC
2086
Addison Capital
Pennsylvania
$594K -$622 -9 -0.1%
TC
2087
TAP Consulting
Missouri
$594K +$75.3K +1,089 +15%
PP
2088
PagnatoKarp Partners
Virginia
$593K -$48.7K -704 -8%
QIM
2089
Quest Investment Management
Oregon
$593K
LB
2090
Legacy Bridge
Iowa
$593K +$62K +896 +12%
ACM
2091
Anfield Capital Management
California
$592K +$652K +9,427 New
DC
2092
DeDora Capital
California
$591K +$14.6K +211 +3%
MW
2093
Marcum Wealth
Ohio
$591K +$585K +8,462 New
WG
2094
Watchman Group
Texas
$590K +$584K +8,450 New
RAM
2095
Roanoke Asset Management
New Jersey
$589K -$61.3K -887 -10%
BONST
2096
Bank of Nova Scotia Trust
Ontario, Canada
$588K -$227K -3,287 -28%
OFS
2097
OneAscent Financial Services
Alabama
$588K +$194K +2,800 +50%
FAN
2098
Financial Advisors Network
California
$587K -$94.5K -1,367 -14%
PA
2099
PSI Advisors
Florida
$586K +$581K +8,406 New
LRIC
2100
Long Road Investment Counsel
Michigan
$584K -$483K -6,984 -45%

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.