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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
SMDAM
326
Sumitomo Mitsui DS Asset Management
Japan
$24.7M +$2.26M +31,201 +10%
TA
327
Tiedemann Advisors
New York
$24.4M -$265K -3,666 -1%
GIM
328
Greylin Investment Management
Virginia
$24.2M -$3.87M -53,507 -13%
SI
329
Stephens Inc
Arkansas
$24.2M +$289K +4,001 +1%
CBT
330
Capital Bank & Trust
California
$24M -$3.96M -54,702 -14%
SBH
331
Segall Bryant & Hamill
Illinois
$23.6M -$2.77M -38,328 -10%
MAP
332
Managed Asset Portfolios
Michigan
$23.6M +$3.73M +51,571 +18%
Cerity Partners
333
Cerity Partners
New York
$23.5M +$1.09M +15,113 +5%
WT
334
Washington Trust
Rhode Island
$23.4M -$188K -2,605 -0.7%
Mirae Asset Global Investments
335
Mirae Asset Global Investments
South Korea
$23.4M +$1.37M +18,911 +6%
Ninety One (UK)
336
Ninety One (UK)
United Kingdom
$23.3M -$8.54M -118,043 -26%
WB
337
Webster Bank
Connecticut
$23.3M -$9.11K -126 -0%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$23.1M -$8.82M -121,919 -27%
CIC
339
Crawford Investment Counsel
Georgia
$23.1M -$311K -4,295 -1%
NMERB
340
New Mexico Educational Retirement Board
New Mexico
$23.1M -$1.5M -20,700 -6%
CC
341
Chicago Capital
Illinois
$23M +$92.6K +1,280 +0.4%
CTC
342
Central Trust Company
Missouri
$22.9M -$205K -2,832 -0.9%
OC
343
Oppenheimer & Co
New York
$22.7M -$505K -6,986 -2%
JIC
344
Johnson Investment Counsel
Ohio
$22.5M +$326K +4,512 +1%
AIM
345
Achmea Investment Management
Netherlands
$22.4M -$8.16M -112,886 -26%
DWM
346
Doyle Wealth Management
Florida
$22.2M -$31.1K -430 -0.1%
Lazard Asset Management
347
Lazard Asset Management
New York
$22.1M -$19.5M -269,224 -46%
WRBC
348
W.R. Berkley Corp
Connecticut
$21.8M
VLKIM
349
Van Lanschot Kempen Investment Management
Netherlands
$21.6M +$2.71M +37,480 +14%
VDI
350
Vaughan David Investments
Illinois
$21.6M -$12.2K -169 -0.1%

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.