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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
NIC
2326
Northwest Investment Counselors
Oregon
$373K -$236K -3,412 -39%
BFG
2327
Barber Financial Group
Kansas
$373K -$12.1K -175 -3%
SPI
2328
Santori & Peters Inc
Pennsylvania
$372K +$32.8K +475 +10%
CCB
2329
Cutter & Co Brokerage
Missouri
$371K -$318K -4,600 -46%
PHAM
2330
Palisades Hudson Asset Management
Florida
$371K -$3.46K -50 -0.9%
RWRC
2331
R.W. Roge & Company
New York
$371K +$362K +5,238 New
AFA
2332
Arlington Financial Advisors
California
$369K -$1.9M -27,463 -84%
BCM
2333
Brookmont Capital Management
Texas
$369K -$31.5K -455 -8%
BWM
2334
Benchmark Wealth Management
Connecticut
$369K +$366K +5,294 New
SCM
2335
Spreng Capital Management
Ohio
$368K +$365K +5,277 New
AI
2336
ArchPoint Investors
Florida
$367K
SRCM
2337
Swift Run Capital Management
Virginia
$367K
PIN
2338
Prudent Investors Network
California
$367K +$364K +5,260 New
SDWIA
2339
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$366K -$227K -3,277 -38%
CWM
2340
Cahaba Wealth Management
Georgia
$365K -$101K -1,454 -22%
CCM
2341
Canal Capital Management
Virginia
$365K -$9.06K -131 -2%
AL
2342
Arnhold LLC
New York
$365K
AFG
2343
Arkansas Financial Group
Arkansas
$364K -$26K -376 -7%
HZ
2344
Hixon Zuercher
Ohio
$364K +$361K +5,220 New
HCM
2345
HMS Capital Management
Tennessee
$362K -$451K -6,517 -56%
SIA
2346
Starfire Investment Advisers
Michigan
$361K -$2.7K -39 -0.7%
BC
2347
Bruce & Co
Illinois
$361K
CAL
2348
Capital Analysts LLC
Pennsylvania
$358K -$8.44K -122 -2%
LB
2349
Landmark Bank
Missouri
$358K -$2.83K -41 -0.8%
RPGK
2350
Retirement Planning Group (Kansas)
Kansas
$357K +$69 +1 +0%

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.