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ExxonMobil

2,296 hedge funds and large institutions have $74.5B invested in ExxonMobil in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 713 increasing their positions, 1,285 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.83% less ownership

Funds ownership: 52.25%51.42% (-0.83%)

7% less funds holding

Funds holding: 2,4712,296 (-175)

24% less capital invested

Capital invested by funds: $98.6B → $74.5B (-$24.1B)

42% less funds holding in top 10

Funds holding in top 10: 7745 (-32)

42% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $2.59B

45% less repeat investments, than reductions

Existing positions increased: 713 | Existing positions reduced: 1,285

61% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 246

Holders
2,296
Holders Change
-175
Holders Change %
-7.08%
% of All Funds
46.32%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.91%
New
96
Increased
713
Reduced
1,285
Closed
246
Calls
$1.5B
Puts
$2.59B
Net Calls
-$1.08B
Net Calls Change
-$627M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
2526
Riggs Asset Management
Pennsylvania
-$171K -3,838 Closed
HCM
2527
HMS Capital Management
Tennessee
-$168K -3,784 Closed
MA
2528
Modus Advisors
Minnesota
-$157K -3,506 Closed
SC
2529
Solstein Capital
California
-$145K -3,244 Closed
1W
2530
1776 Wealth
Georgia
-$133K -2,992 Closed
KBFS
2531
Kohmann Bosshard Financial Services
Ohio
-$119K -2,648 Closed
WAM
2532
Wolverine Asset Management
Illinois
-$100K -2,258 Closed
ECM
2533
EII Capital Management
New York
-$100K -2,240 Closed
JPLA
2534
Joseph P. Lucia & Associates
New York
-$64K -1,429 Closed
NICM
2535
Neo Ivy Capital Management
New York
-$47K -1,061 Closed
FI
2536
Financial Insights
Washington
-$250 -966 Closed
RCA
2537
Reitz Capital Advisors
Michigan
-$33K -748 Closed
CRM
2538
Cramer Rosenthal McGlynn
Connecticut
-$25K -550 Closed
VEA
2539
Virtus ETF Advisers
New York
-$24K -543 Closed
CWA
2540
Carolina Wealth Advisors
South Carolina
-$12K -270 Closed
ACA
2541
Atlas Capital Advisors
Wyoming
-$10.9K -243 Closed
EI
2542
Ellevest Inc
New York
-$5K -102 Closed
WAMC
2543
Western Asset Management Company
California
-$3K -57 Closed
CC
2544
Colrain Capital
Massachusetts
-$2K -50 Closed
CAM
2545
ClariVest Asset Management
California
-$2K -39 Closed

XOM Hedge Fund Activity: Q3 2020 in Review

2,296 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2020, worth a combined $74.5B — down 24% from $98.6B a quarter earlier.

Sellers outnumbered buyers: 246 funds closed out of XOM and 96 opened new positions — a net loss of 150 holders — while 1,285 trimmed existing stakes and 713 added.

The largest buyer was Franklin Resources, adding an estimated $604M. The largest seller was Wells Fargo, cutting an estimated $358M.

  • 2,296 institutional investors held ExxonMobil (XOM) as of Q3 2020, down from 2,471 in Q2 2020.
  • Funds reported $74.5B of ExxonMobil stock for Q3 2020, down 24% quarter-over-quarter.
  • 96 funds opened new ExxonMobil positions in Q3 2020 and 246 closed out, a net change of -150 holders.
  • The largest ExxonMobil buyer in Q3 2020 was Franklin Resources, an estimated $604M added.
  • The largest ExxonMobil seller in Q3 2020 was Wells Fargo, an estimated $358M sold.

Based on aggregated 13F filings for Q3 2020.