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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
BCMIO
2501
Beacon Capital Management Inc (Ohio)
Ohio
$14K -$72 -1 -0.5%
SQA
2502
Simon Quick Advisors
New Jersey
$13K -$10.8K -150 -45%
EAM
2503
Eukles Asset Management
Ohio
$12K +$3.33K +46 +37%
EWA
2504
Evolution Wealth Advisors
Florida
$10K -$32.1K -444 -76%
RWG
2505
Regal Wealth Group
California
$9K
SWM
2506
Selective Wealth Management
Virginia
$5K +$4.84K +67 New
GI
2507
GS Investments
Minnesota
$4.87K
FIA
2508
FNY Investment Advisers
New York
$4K -$216K -2,985 -98%
TJHA
2509
Thomas J. Herzfeld Advisors
Florida
$3K -$2.02K -28 -38%
JAM
2510
JCIC Asset Management
Ontario, Canada
$3K
IF
2511
Ironwood Financial
Arizona
$2K
FCH
2512
Freestone Capital Holdings
Washington
$1.39K +$634K +8,765 +80%
RCG
2513
Ruggie Capital Group
Florida
$1K
OSAM
2514
O'Shaughnessy Asset Management
Connecticut
$1K +$434 +6 +75%
ECM
2515
EII Capital Management
New York
$158 +$162K +2,240 New
CBOA
2516
Commonwealth Bank of Australia
Australia
-$61.7M -804,961 Closed
HCM
2517
Hamlin Capital Management
New York
-$37.9M -494,254 Closed
MHIC
2518
Marble Harbor Investment Counsel
Massachusetts
-$12.1M -157,958 Closed
DP
2519
Dundas Partners
United Kingdom
-$8.79M -114,692 Closed
SCM
2520
Stevens Capital Management
Pennsylvania
-$7.05M -92,006 Closed
CRA
2521
Circle Road Advisors
New York
-$6.49M -84,746 Closed
SM
2522
SG3 Management
Puerto Rico
-$6.12M -84,600 Closed
DA
2523
Duality Advisers
Florida
-$5.37M -70,110 Closed
N
2524
Natixis
France
-$5.34M -69,685 Closed
SIRP
2525
Shelter Insurance Retirement Plan
Missouri
-$4.62M -60,312 Closed

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.