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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
TCM
2451
Tradewinds Capital Management
Washington
$301K +$38.4K +555 +15%
AMG
2452
Asset Management Group
Connecticut
$300K -$56.2K -813 -16%
CCP
2453
Clarkston Capital Partners
Michigan
$300K -$32.3K -467 -10%
JAFL
2454
Jay A. Fishman Ltd
Michigan
$299K
TWM
2455
Tanglewood Wealth Management
Texas
$298K
CEI
2456
Clark Estates Inc
New York
$297K
NIMC
2457
NWQ Investment Management Company
California
$297K
MWM
2458
Meridian Wealth Management
Kentucky
$297K +$24.3K +352 +9%
CC
2459
Cornerstone Capital
California
$296K -$474K -6,855 -62%
ZAM
2460
Zevin Asset Management
Massachusetts
$296K
KM
2461
Kalos Management
Georgia
$296K +$6.5K +94 +2%
DI
2462
DAGCO Inc
Ohio
$295K -$261K -3,775 -47%
LD
2463
Lipe & Dalton
New York
$294K +$7.61K +110 +3%
CG
2464
Cynosure Group
Utah
$293K
LWP
2465
Legacy Wealth Planning
Nevada
$293K +$291K +4,205 New
HCA
2466
Horan Capital Advisors
Ohio
$292K -$53.9K -779 -16%
PG
2467
Prostatis Group
Maryland
$290K +$288K +4,162 New
MCA
2468
Magnolia Capital Advisors
Mississippi
$290K +$288K +4,167 New
SMG
2469
Smart Money Group
Texas
$289K +$14.8K +214 +5%
HP
2470
HT Partners
Connecticut
$286K -$15.1K -218 -5%
NCM
2471
Novare Capital Management
North Carolina
$286K +$77.9K +1,127 +38%
BIA
2472
Barry Investment Advisors
Massachusetts
$285K +$25.5K +369 +10%
MCWA
2473
Meadow Creek Wealth Advisors
Georgia
$285K +$282K +4,082 New
AIP
2474
ARS Investment Partners
New York
$284K
PCM
2475
Poehling Capital Management
Wisconsin
$284K

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.