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ExxonMobil

2,514 hedge funds and large institutions have $167B invested in ExxonMobil in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 973 increasing their positions, 1,198 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $1.88B | Put options by funds: $1.82B

0.01% more ownership

Funds ownership: 55.76%55.77% (+0.01%)

1% less funds holding

Funds holding: 2,5332,514 (-19)

1% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 82

8% less capital invested

Capital invested by funds: $181B → $167B (-$14.1B)

19% less repeat investments, than reductions

Existing positions increased: 973 | Existing positions reduced: 1,198

21% less funds holding in top 10

Funds holding in top 10: 266211 (-55)

Holders
2,514
Holders Change
-19
Holders Change %
-0.75%
% of All Funds
55.12%
Holding in Top 10
211
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-20.68%
% of All Funds
4.63%
New
81
Increased
973
Reduced
1,198
Closed
82
Calls
$1.88B
Puts
$1.82B
Net Calls
+$62.3M
Net Calls Change
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
2476
Stuart Chaussee & Associates
California
$67K
JPLA
2477
Joseph P. Lucia & Associates
New York
$63K +$868 +12 +1%
KWA
2478
KCS Wealth Advisory
California
$61.8K +$63.3K +875 New
RAM
2479
Riggs Asset Management
Pennsylvania
$61K
PR
2480
Payden & Rygel
California
$60K
NL
2481
NVWM LLC
Pennsylvania
$56K -$406K -5,608 -88%
IFA
2482
Interactive Financial Advisors
Illinois
$56K
SWP
2483
Strategic Wealth Partners
Ohio
$55.2K -$815K -11,267 -58%
QCMC
2484
Quantum Capital Management (California)
California
$48K +$49.5K +684 New
ICOM
2485
Investment Counselors of Maryland
Maryland
$45K -$443K -6,128 -91%
AP
2486
Arlington Partners
Alabama
$45K +$46.3K +640 New
CIM
2487
Contravisory Investment Management
Massachusetts
$43K
MAM
2488
Marquette Asset Management
Minnesota
$41K +$10.8K +150 +35%
SMG
2489
Spectrum Management Group
Indiana
$39K -$15.9K -220 -29%
CIR
2490
Clear Investment Research
Georgia
$39K
LGWM
2491
Litman Gregory Wealth Management
California
$37K -$2.6K -36 -6%
APSP
2492
Asset Planning Services (Pennsylvania)
Pennsylvania
$37K +$434 +6 +1%
PCC
2493
Park Circle Company
Maryland
$35K -$21.7K -300 -38%
MGI
2494
MayTech Global Investments
New York
$30K
CQS
2495
Credential Qtrade Securities
$29.2K -$8.1K -112 -21%
UB
2496
UMB Bank
Missouri
$28K +$39.5K +546 +0.1%
RCC
2497
Red Cedar Capital
Nebraska
$28K
HS
2498
Horan Securities
United States
$27K -$5.57K -77 -17%
TVWM
2499
Tower View Wealth Management
Wisconsin
$22K +$145 +2 +0.6%
OAJ
2500
Ogorek Anthony Joseph
New York
$17K

XOM Hedge Fund Activity: Q3 2019 in Review

2,514 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2019, worth a combined $167B — down 7.8% from $181B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of XOM and 81 opened new positions — a net loss of 1 holder — while 1,198 trimmed existing stakes and 973 added.

The largest buyer was Capital World Investors, adding an estimated $817M. The largest seller was LSV Asset Management, cutting an estimated $332M.

  • 2,514 institutional investors held ExxonMobil (XOM) as of Q3 2019, down from 2,533 in Q2 2019.
  • Funds reported $167B of ExxonMobil stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 81 funds opened new ExxonMobil positions in Q3 2019 and 82 closed out, a net change of -1 holder.
  • The largest ExxonMobil buyer in Q3 2019 was Capital World Investors, an estimated $817M added.
  • The largest ExxonMobil seller in Q3 2019 was LSV Asset Management, an estimated $332M sold.

Based on aggregated 13F filings for Q3 2019.