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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
DCM
2576
Driehaus Capital Management
Illinois
-$224K -2,921 Closed
NCM
2577
Northwest Capital Management
Oregon
-$224K -2,918 Closed
PFA
2578
Pure Financial Advisors
California
-$223K -2,906 Closed
CIA
2579
CCM Investment Advisers
South Carolina
-$221K -2,896 Closed
JIP
2580
JBJ Investment Partners
South Carolina
-$216K -2,816 Closed
LIA
2581
LSP Investment Advisors
New York
-$215K -2,800 Closed
AFNAS
2582
American Financial Network Advisory Services
California
-$212K -2,799 Closed
MAP
2583
Milestone Advisory Partners
North Carolina
-$211K -2,750 Closed
IOOF
2584
Independent Order of Foresters
Ontario, Canada
-$209K -2,725 Closed
BHA
2585
Beech Hill Advisors
New York
-$207K -2,700 Closed
TCM
2586
Towercrest Capital Management
Pennsylvania
-$201K -2,623 Closed
HA
2587
Heartland Advisors
Wisconsin
-$200K -2,615 Closed
CFA
2588
Camarda Financial Advisors
Florida
-$155K -2,022 Closed
MWC
2589
MKD Wealth Coaches
Michigan
-$120K -1,564 Closed
TFA
2590
Transamerica Financial Advisors
Florida
-$106K -1,380 Closed
W
2591
WealthStone
Ohio
-$78.7K -1,027 Closed
MSE
2592
MUFG Securities EMEA
United Kingdom
-$71K -922 Closed
CG
2593
Cutler Group
California
-$32.3K -446 Closed
MUS
2594
Mitsubishi UFJ Securities
Japan
-$4K -50 Closed
DWA
2595
Dougherty Wealth Advisers
Minnesota
-$4K -46 Closed
PC
2596
Permanens Capital
New York
-$3K -41 Closed
TCA
2597
Tortoise Capital Advisors
Kansas
-$3K -35 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.