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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
OIWM
2276
OptiFour Integrated Wealth Management
Virginia
$411K -$1.66K -24 -0.4%
MWP
2277
Moller Wealth Partners
$411K
EIG
2278
Ellenbecker Investment Group
Wisconsin
$408K -$43.1K -624 -10%
PFC
2279
Phocas Financial Corp
California
$408K -$42.2K -610 -9%
PWM
2280
Paulson Wealth Management
Illinois
$407K -$82.6K -1,195 -17%
TI
2281
Truepoint Inc
Ohio
$407K +$138 +2 +0%
WFWM
2282
Wechter Feldman Wealth Management
New Jersey
$406K -$80.1K -1,158 -17%
KP
2283
Keel Point
Alabama
$406K -$49.1K -710 -11%
LWA
2284
Lenox Wealth Advisors
New York
$406K -$23.7K -343 -6%
VCWA
2285
Vanguard Capital Wealth Advisors
Colorado
$405K +$8.57K +124 +2%
RIM
2286
Redwood Investment Management
Arizona
$404K +$83.3K +1,205 +26%
RVPG
2287
Relative Value Partners Group
$403K +$72.6K +1,050 +22%
MCP
2288
Mirador Capital Partners
California
$402K -$131K -1,893 -25%
AFM
2289
Andesa Financial Management
Pennsylvania
$402K -$29.7K -430 -7%
SCM
2290
Stonehearth Capital Management
Massachusetts
$401K +$173K +2,509 +78%
CF
2291
Copperwynd Financial
Arizona
$400K -$16.3K -236 -4%
LSPW
2292
Lake Street Private Wealth
Illinois
$399K -$1.44M -20,754 -78%
GC
2293
Gilbert & Cook
Iowa
$399K +$35.5K +513 +10%
PIG
2294
Pantheon Investment Group
California
$399K +$394K +5,700 New
WBG
2295
Wharton Business Group
Pennsylvania
$398K -$861K -12,445 -69%
CPA
2296
Cowen Prime Advisors
New York
$396K
NCM
2297
Northside Capital Management
Oregon
$395K -$194K -2,806 -33%
C1AG
2298
Client 1st Advisory Group
Florida
$395K +$391K +5,659 New
SCM
2299
Stordahl Capital Management
Colorado
$394K -$22.8K -330 -6%
ADBIC
2300
A.D. Beadell Investment Counsel
Wisconsin
$394K

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.