We are live on ! Find out more
XOM icon

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
ANTB
2251
AMG National Trust Bank
Colorado
$429K -$3.46K -50 -0.8%
WGCA
2252
Wolf Group Capital Advisors
Virginia
$429K
NA
2253
Navellier & Associates
Nevada
$427K +$7.75K +112 +2%
RGIA
2254
Rainier Group Investment Advisory
Washington
$426K -$84.8K -1,226 -17%
MPPLM
2255
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$426K -$70.5K -1,020 -14%
EMG
2256
Ellington Management Group
Connecticut
$426K +$422K +6,100 New
WCM
2257
Wealthcare Capital Management
Virginia
$424K +$18.6K +269 +5%
ACA
2258
Affinity Capital Advisors
California
$424K +$420K +6,069 New
HIM
2259
Hanlon Investment Management
New Jersey
$423K +$202K +2,923 +93%
APW
2260
Acima Private Wealth
Virginia
$422K +$6.92K +100 +2%
NEAM
2261
New England Asset Management
Connecticut
$421K -$27.7K -400 -6%
MCM
2262
MV Capital Management
Maryland
$421K -$8.57K -124 -2%
PWM
2263
Provident Wealth Management
Tennessee
$420K +$417K +6,026 New
ACM
2264
AlphaStar Capital Management
North Carolina
$419K -$22.5K -326 -5%
SIS
2265
Sound Income Strategies
Florida
$419K +$4.84K +70 +1%
BSAM
2266
Blue Square Asset Management
New York
$418K -$1.21M -17,444 -74%
FRM
2267
Fox Run Management
Connecticut
$417K -$375K -5,427 -48%
CPA
2268
Clear Perspective Advisors
Illinois
$417K -$112K -1,622 -21%
FSG
2269
Financial Strategies Group
Michigan
$415K +$411K +5,944 New
SIC
2270
Samalin Investment Counsel
New York
$414K +$411K +5,945 New
SDAM
2271
Shulman DeMeo Asset Management
New York
$413K -$287K -4,147 -41%
ARMT
2272
Amica Retiree Medical Trust
Rhode Island
$413K -$113K -1,641 -22%
KTA
2273
Keeley-Teton Advisors
Illinois
$413K -$4.98K -72 -1%
LOPW
2274
Live Oak Private Wealth
North Carolina
$413K +$409K +5,917 New
PCM
2275
Perritt Capital Management
Illinois
$412K

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.