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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
SHA
2101
Seneca House Advisors
Virginia
$581K -$171K -2,473 -23%
BWA
2102
BDO Wealth Advisors
Florida
$580K -$27.8K -402 -5%
AIA
2103
Arbor Investment Advisors
North Carolina
$579K -$72.3K -1,045 -11%
NFG
2104
Nations Financial Group
Iowa
$579K +$14.3K +207 +3%
GAM
2105
GQ Asset Management
New York
$578K -$405K -5,850 -41%
PWAG
2106
Polaris Wealth Advisory Group
California
$578K -$66.6K -963 -10%
DA
2107
Detalus Advisors
Missouri
$577K +$571K +8,264 New
CW
2108
CreativeOne Wealth
Kansas
$576K -$16.5K -238 -3%
BCIM
2109
Bishop & Co Investment Management
Pennsylvania
$573K
DLG
2110
Daniel L. Goodwin
$572K -$89.9K -1,300 -14%
SC
2111
Sepio Capital
Utah
$570K -$5.12K -74 -0.9%
AMC
2112
Asset Management Corp
Illinois
$570K +$565K +8,172 New
EBT
2113
Enterprise Bank & Trust
Massachusetts
$569K -$418K -6,050 -43%
LSAG
2114
Lake Street Advisors Group
New Hampshire
$566K +$17.8K +258 +3%
AWM
2115
AllSquare Wealth Management
New York
$565K -$26.2K -379 -4%
TFO
2116
Tarbox Family Office
California
$565K -$19.8K -287 -3%
GLR
2117
Great Lakes Retirement
Ohio
$565K +$558K +8,064 New
MGWM
2118
Marks Group Wealth Management
Minnesota
$564K +$559K +8,080 New
WC
2119
Whitney & Co
New York
$563K
UCI
2120
Uncommon Cents Investing
Wisconsin
$559K +$213K +3,085 +63%
CAM
2121
Cidel Asset Management
Ontario, Canada
$558K -$449K -6,490 -45%
TAM
2122
Troy Asset Management
United Kingdom
$558K
CCIA
2123
Campbell & Co Investment Adviser
Maryland
$557K +$552K +7,976 New
GAM
2124
Garrison Asset Management
Arkansas
$556K -$22K -318 -4%
LG
2125
LaFleur & Godfrey
Michigan
$555K +$150K +2,170 +38%

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.