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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
VLC
2426
Van Leeuwen & Company
New Jersey
$310K -$36.8K -532 -11%
BCA
2427
Berman Capital Advisors
Georgia
$310K -$13.8K -199 -4%
LC
2428
Lindbrook Capital
California
$310K +$43.1K +624 +16%
ZIG
2429
Zuckerman Investment Group
Illinois
$309K
TA
2430
Trellis Advisors
Washington
$309K +$43.8K +633 +17%
CFS
2431
Cannon Financial Strategists
Georgia
$308K -$34.6K -500 -10%
DA
2432
Dillon & Associates
Michigan
$308K +$29.5K +426 +11%
S
2433
SimplyRich
California
$307K
YAL
2434
Your Advocates Ltd
Texas
$307K +$304K +4,393 New
CI
2435
Capital Innovations
Wisconsin
$306K -$89.3K -1,292 -23%
NBG
2436
Nancy B. Gardiner
$306K -$6.22K -90 -2%
PFC
2437
Poplar Forest Capital
California
$306K
FCT
2438
Family Capital Trust
Massachusetts
$305K
SFS
2439
Summit Financial Strategies
Ohio
$305K +$54.1K +782 +22%
MPW
2440
MA Private Wealth
California
$305K +$302K +4,368 New
CIA
2441
Compass Ion Advisors
Pennsylvania
$305K +$303K +4,378 New
WCF
2442
West Coast Financial
California
$304K -$5.2M -75,258 -95%
CMANY
2443
Capital Management Associates (New York)
New York
$304K -$194K -2,800 -39%
BCM
2444
Brasada Capital Management
Texas
$304K -$6.92K -100 -2%
CHA
2445
Cooper/Haims Advisors
New York
$304K +$13.8K +199 +5%
VDBMI
2446
Van Den Berg Management I
Texas
$304K +$302K +4,363 New
FLA
2447
Financial Life Advisors
Texas
$303K -$22.7K -328 -7%
SCM
2448
Silvant Capital Management
Georgia
$303K
SFG
2449
Sowa Financial Group
Rhode Island
$303K +$300K +4,343 New
VCP
2450
Vista Capital Partners
Oregon
$302K -$2.63K -38 -0.9%

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.