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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
BA
2126
Ballast Advisors
Minnesota
$555K +$550K +7,950 New
WPA
2127
West Paces Advisors
Georgia
$554K -$22.3K -323 -4%
MAA
2128
Mraz Amerine & Associates
California
$552K -$34.6K -500 -6%
CA
2129
Cambridge Advisors
Nebraska
$552K +$484 +7 +0.1%
UCMOK
2130
United Capital Management of KS
Kansas
$551K -$256K -3,701 -32%
EWA
2131
ERTS Wealth Advisors
Michigan
$551K +$226K +3,266 +70%
NRI
2132
NFP Retirement Inc
California
$550K +$547K +7,911 New
ACA
2133
Anchor Capital Advisors
Massachusetts
$548K -$120K -1,732 -18%
BRC
2134
Bell Rock Capital
Delaware
$548K +$132K +1,913 +32%
PO
2135
Private Ocean
California
$547K -$155K -2,245 -22%
AIC
2136
Archer Investment Corporation
Indiana
$545K +$41.4K +599 +8%
TIA
2137
Tandem Investment Advisors
South Carolina
$544K -$61.1K -883 -10%
CFSG
2138
Community Financial Services Group
Vermont
$543K -$8.51K -123 -2%
FDCC
2139
Foster Dykema Cabot & Co
Massachusetts
$542K -$25K -362 -4%
LCAM
2140
London & Capital Asset Management
United Kingdom
$541K
FSWA
2141
Financial Synergies Wealth Advisors
Texas
$540K -$34.4K -498 -6%
CFA
2142
Capstone Financial Advisors
Illinois
$539K -$12.2K -177 -2%
KPCM
2143
Kings Point Capital Management
New York
$538K -$35.6K -515 -6%
KFA
2144
Krane Funds Advisors
New York
$536K +$15.6K +225 +3%
JA
2145
JOYN Advisors
Georgia
$534K +$124K +1,787 +30%
PCTC
2146
Perkins Coie Trust Company
Washington
$533K -$77K -1,113 -13%
PP
2147
Parplus Partners
New York
$533K +$528K +7,632 New
AWA
2148
Alaska Wealth Advisors
Alaska
$533K +$529K +7,644 New
SEIA
2149
Signature Estate & Investment Advisors
California
$531K -$156K -2,262 -23%
CAM
2150
Concorde Asset Management
Michigan
$529K +$13.8K +199 +3%

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.