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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
RG
401
Rathbones Group
United Kingdom
$17.1M -$758K -10,485 -4%
ATC
402
Argent Trust Co
Tennessee
$17M +$1.29M +17,887 +8%
ACM
403
Azimuth Capital Management
Michigan
$16.9M -$131K -1,816 -0.8%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$16.9M +$10.5M +145,575 +156%
RM
405
Resource Management
Louisiana
$16.9M -$385K -5,324 -2%
PSUF
406
People's United Financial
Connecticut
$16.8M -$1.13M -15,559 -6%
ACI
407
Alpha Cubed Investments
California
$16.6M -$1.08M -14,985 -6%
Natixis Advisors
408
Natixis Advisors
Massachusetts
$16.5M +$868K +12,008 +5%
GIM
409
Goelzer Investment Management
Indiana
$16.5M +$12.5K +173 +0.1%
SCI
410
S&CO Inc
Massachusetts
$16.5M -$104K -1,437 -0.6%
MC
411
Moors & Cabot
Massachusetts
$16.5M +$3.19M +44,126 +23%
FPTW
412
Franklin, Parlapiano, Turner & Welch
Texas
$16.4M +$2.57M +35,518 +18%
GJIC
413
Gamble Jones Investment Counsel
California
$16.4M -$52.3K -723 -0.3%
RJT
414
Raymond James Trust
Florida
$16.2M -$323K -4,464 -2%
BHWM
415
Bar Harbor Wealth Management
New Hampshire
$16.2M +$78.8K +1,090 +0.5%
RCM
416
Riverhead Capital Management
Delaware
$16.1M +$2.25M +31,167 +16%
SRC
417
Shufro Rose & Co
New York
$15.9M -$447K -6,180 -3%
OAM
418
Oppenheimer Asset Management
New York
$15.8M +$812K +11,228 +5%
SCM
419
Shelton Capital Management
Colorado
$15.8M -$79.9K -1,105 -0.5%
VWM
420
Valley Wealth Managers
New Jersey
$15.8M -$1.01M -13,948 -6%
SW
421
SVB Wealth
Massachusetts
$15.8M -$402K -5,560 -2%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$15.6M -$2.32M -32,064 -13%
CAPTRUST Financial Advisors
423
CAPTRUST Financial Advisors
North Carolina
$15.5M +$1.79M +24,738 +13%
Parallax Volatility Advisers
424
Parallax Volatility Advisers
California
$15.4M +$8.44M +116,747 +115%
BNP Paribas Asset Management
425
BNP Paribas Asset Management
France
$15.4M -$12.5M -172,210 -44%

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.