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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
DRZID
276
DePrince Race & Zollo Inc (DRZ)
Florida
$33.1M +$703K +9,718 +2%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$33.1M +$9.79M +135,327 +41%
BC
278
Bartlett & Co
Ohio
$33.1M +$9.79M +135,327 +41%
AL
279
AJO LP
Pennsylvania
$32.9M -$47.7M -659,649 -59%
IC
280
InterOcean Capital
Illinois
$32.8M +$2.37M +32,725 +8%
BBHC
281
Brown Brothers Harriman & Co
New York
$32.7M -$821K -11,361 -2%
CSIC
282
Clifford Swan Investment Counsel
California
$32.7M -$268K -3,709 -0.8%
HHII
283
H&H International Investment
California
$32.5M +$14.5M +200,000 +77%
BTW
284
Boston Trust Walden
Massachusetts
$32.5M -$586K -8,106 -2%
II
285
IFM Investors
Australia
$32.3M +$11.5M +159,062 +53%
FRM
286
Foundation Resource Management
Arkansas
$32.1M -$93.3K -1,291 -0.3%
IPW
287
Inlet Private Wealth
Florida
$31.9M +$4.34K +60 +0%
WPC
288
Waters Parkerson & Co
Louisiana
$31.3M -$489K -6,768 -2%
MA
289
MUFG Americas
New York
$31.2M -$839K -11,599 -3%
ST
290
Sabal Trust
Florida
$31.1M +$1.17M +16,142 +4%
SAM
291
Securian Asset Management
Minnesota
$31M -$242K -3,341 -0.8%
MIS
292
Morningstar Investment Services
Illinois
$30.6M +$8.97M +124,057 +40%
Mackenzie Financial
293
Mackenzie Financial
Ontario, Canada
$30.3M -$5.12M -70,836 -14%
B
294
BP
United Kingdom
$30.2M -$289K -4,000 -0.9%
OPERF
295
Oregon Public Employees Retirement Fund
Oregon
$30.2M -$1.7M -23,487 -5%
COPPSERS
296
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$30M -$9.77M -135,143 -24%
RMDI
297
R.M. Davis Inc
Maine
$29.9M -$1.03M -14,257 -3%
TRSOTSOK
298
Teachers Retirement System of the State of Kentucky
Kentucky
$29.6M +$1.24M +17,100 +4%
CCM
299
Covington Capital Management
California
$28.6M -$1.75M -24,222 -6%
PP
300
Palladium Partners
Virginia
$28.5M +$1.07M +14,831 +5%

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.