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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
LFG
2201
LifePlan Financial Group
Ohio
$476K +$1.25K +18 +0.3%
BRA
2202
Biechele Royce Advisors
Indiana
$470K -$7.61K -110 -2%
HWM
2203
Howard Wealth Management
Connecticut
$467K +$463K +6,701 New
SCM
2204
Smith Capital Management
Arkansas
$465K -$28K -405 -6%
CBT
2205
Central Bank & Trust
Kentucky
$465K -$13K -188 -3%
IC
2206
Intersect Capital
California
$465K +$34.8K +503 +8%
CSWG
2207
Cardinal Strategic Wealth Guidance
Kentucky
$465K +$461K +6,661 New
TAM
2208
Townsend Asset Management
North Carolina
$464K +$460K +6,650 New
Loomis, Sayles & Company
2209
Loomis, Sayles & Company
Massachusetts
$463K +$40.4K +584 +10%
WA
2210
Wheatland Advisors
Pennsylvania
$461K -$138K -2,000 -23%
ACWM
2211
Adams Chetwood Wealth Management
North Carolina
$461K +$457K +6,608 New
KFA
2212
Kelleher Financial Advisors
New York
$460K +$9.47K +137 +2%
MIM
2213
Moseley Investment Management
Florida
$459K -$89.5K -1,295 -16%
PS
2214
Portfolio Solutions
Michigan
$459K +$17.1K +248 +4%
EP
2215
EPIQ Partners
Minnesota
$459K +$455K +6,584 New
RPA
2216
Rock Point Advisors
Vermont
$458K +$5.25K +76 +1%
GC
2217
Garde Capital
Washington
$458K +$17.3K +250 +4%
TP
2218
Tranquility Partners
Tennessee
$457K +$99.2K +1,435 +28%
CSM
2219
CAMG Solamere Management
North Carolina
$455K -$93.4K -1,350 -17%
FCFC
2220
First Citizens Financial Corp
Iowa
$454K +$450K +6,504 New
KFS
2221
Kelly Financial Services
Massachusetts
$453K -$62K -897 -12%
I2I
2222
Insight 2811 Inc
Illinois
$452K
EBSAM
2223
Eubel Brady & Suttman Asset Management
Ohio
$451K +$277 +4 +0.1%
TCM
2224
Teza Capital Management
Illinois
$451K +$447K +6,458 New
RICHC
2225
Renaissance Investment Consultants Holding Company
Pennsylvania
$451K +$449K +6,496 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.