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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
CCM
2301
Crabel Capital Management
California
$394K +$391K +5,648 New
PP
2302
Pegasus Partners
Wisconsin
$393K -$167K -2,412 -30%
WFM
2303
Wolff Financial Management
Michigan
$392K +$18K +260 +5%
SIAS
2304
Shine Investment Advisory Services
Colorado
$392K +$29.8K +431 +8%
OSAM
2305
O'Shaughnessy Asset Management
Connecticut
$392K +$388K +5,606 +40,043%
FP
2306
Financial Perspectives
Minnesota
$391K +$387K +5,601 New
IGGA
2307
Iron Gate Global Advisors
Utah
$389K -$12.6K -182 -3%
LFA
2308
Landmark Financial Advisors
Kentucky
$389K +$10.7K +155 +3%
CWM
2309
Confluence Wealth Management
Oregon
$389K +$89K +1,287 +30%
SIM
2310
SSI Investment Management
California
$388K -$54.3K -785 -12%
WR
2311
Watson Rebecca
$387K +$383K +5,545 New
AAP
2312
Arax Advisory Partners
Colorado
$386K +$69 +1 +0%
CMI
2313
Clare Market Investments
Texas
$385K -$40.6K -587 -10%
IWA
2314
Inspirion Wealth Advisors
Illinois
$383K -$24.8K -358 -6%
RBFC
2315
Roman Butler Fullerton & Co
Missouri
$383K +$19.2K +277 +5%
VCS
2316
Vaughan & Co Securities
New Jersey
$383K +$379K +5,488 New
PAM
2317
Pegasus Asset Management
New York
$381K
SHJ
2318
Sharkey, Howes & Javer
Colorado
$379K +$26.2K +379 +8%
SFSIG
2319
San Francisco Sentry Investment Group
California
$378K -$16.6K -240 -4%
PA
2320
Probity Advisors
Texas
$377K -$31.9K -462 -8%
SIG
2321
Schaller Investment Group
North Carolina
$377K
TW
2322
Towerpoint Wealth
California
$376K -$8.85K -128 -2%
SWRP
2323
Summit Wealth & Retirement Planning
California
$376K +$9.4K +136 +3%
DI
2324
Diligent Investors
California
$376K +$58.8K +850 +19%
DI
2325
Disciplined Investments
Oklahoma
$375K +$372K +5,380 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.