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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
WIC
301
Willis Investment Counsel
Georgia
$28.4M +$2.53M +34,922 +10%
PNC
302
Park National Corp
Ohio
$28.1M -$690K -9,544 -2%
SF
303
Synovus Financial
Georgia
$27.3M +$355K +4,911 +1%
CAM
304
Cacti Asset Management
Georgia
$27.3M -$57.8K -800 -0.2%
PAG
305
Private Advisor Group
New Jersey
$27M -$17.5M -241,763 -39%
CPSAC
306
Chas P. Smith & Associates (CPS)
Florida
$27M +$458K +6,340 +2%
WSFS
307
Wilmington Savings Fund Society
Delaware
$26.8M +$1.94M +26,857 +8%
BWL
308
Bogart Wealth LLC
Virginia
$26.6M +$1.7M +23,445 +7%
Acadian Asset Management
309
Acadian Asset Management
Massachusetts
$26.6M -$6.33M -87,554 -19%
WG
310
Welch Group
Alabama
$26.5M +$1.4M +19,371 +5%
AAM
311
Advisors Asset Management
Colorado
$26.5M +$1.45M +20,074 +6%
NIPH
312
NN Investment Partners Holdings
Netherlands
$26.4M -$12.5M -172,527 -32%
SBCM
313
Schwerin Boyle Capital Management
Massachusetts
$26.4M +$32.5K +450 +0.1%
OSIA
314
O'Shares Investment Advisers
Massachusetts
$26.3M +$5.11M +70,646 +23%
CC
315
Cannell & Co
New York
$26.1M -$1.58M -21,870 -6%
SPIA
316
Steward Partners Investment Advisory
New York
$25.6M +$1.78M +24,550 +7%
GWM
317
Geneos Wealth Management
Colorado
$25.5M -$525K -7,262 -2%
DWM
318
Destination Wealth Management
California
$25.5M +$931K +12,875 +4%
TU
319
TDAM USA
Ontario, Canada
$25.4M -$1.06M -14,706 -4%
V
320
Veritable
Delaware
$25.1M -$556K -7,692 -2%
BAMF
321
BI Asset Management Fondsmaeglerselskab
Denmark
$25M +$1.42M +19,654 +6%
JGUA
322
John G. Ullman & Associates
New York
$25M -$5.21M -72,048 -17%
WAM
323
World Asset Management
Michigan
$25M +$776K +10,737 +3%
First Manhattan
324
First Manhattan
New York
$24.9M -$3.26M -45,152 -11%
MWA
325
Meridian Wealth Advisors
Texas
$24.9M +$125K +1,734 +0.5%

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.