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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
GC
2151
Grace Capital
Massachusetts
$527K -$72.6K -1,050 -12%
HFRG
2152
Houlihan Financial Resource Group
Virginia
$527K +$522K +7,545 New
HWMG
2153
Hurlow Wealth Management Group
Indiana
$526K -$31K -449 -6%
AIM
2154
Axiom Investment Management
New York
$525K -$1.27M -18,340 -71%
CL
2155
CIM LLC
New York
$525K +$12.4K +180 +2%
NPGCU
2156
Napier Park Global Capital (US)
New York
$524K +$519K +7,500 New
WTFG
2157
Wells Trecaso Financial Group
Ohio
$523K -$24.3K -351 -4%
TFGT
2158
TS Financial Group (TSFG)
Illinois
$522K +$207 +3 +0%
HI
2159
HBK Investments
Texas
$521K +$516K +7,461 New
GAM
2160
Gotham Asset Management
New York
$520K +$245K +3,550 +91%
TAM
2161
Trillium Asset Management
Massachusetts
$517K -$692K -10,003 -57%
MFW
2162
Mosaic Family Wealth
Missouri
$517K -$147K -2,121 -22%
MAS
2163
Managed Account Services
Florida
$516K -$4.7K -68 -0.9%
PD
2164
Planning Directions
Pennsylvania
$515K -$48.7K -704 -9%
PCMK
2165
Paragon Capital Management (Kansas)
Kansas
$514K -$2.7K -39 -0.5%
HFP
2166
Holistic Financial Partners
Indiana
$514K +$277 +4 +0.1%
MSFP
2167
Mark Sheptoff Financial Planning
Connecticut
$513K +$6.92K +100 +1%
MVA
2168
Mount Vernon Associates
Maryland
$511K
TFF
2169
The Family Firm
Maryland
$510K -$206K -2,973 -29%
WMC
2170
Westwood Management Corporation
Illinois
$510K
CCMW
2171
Cypress Capital Management (Wyoming)
Wyoming
$509K -$85.4K -1,235 -14%
PIA
2172
Powell Investment Advisors
Florida
$505K +$501K +7,240 New
WP
2173
WealthShield Partners
North Carolina
$503K +$18K +261 +4%
OWA
2174
Outlook Wealth Advisors
Texas
$502K -$1.77M -25,566 -85%
RWB
2175
RMR Wealth Builders
New Jersey
$502K +$498K +7,200 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.