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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
EEP
476
Edgehill Endowment Partners
Connecticut
$12.7M
IA
477
Icon Advisers
Colorado
$12.7M -$1.61M -22,200 -11%
CCMD
478
Cypress Capital Management (Delaware)
Delaware
$12.6M +$520K +7,198 +4%
DWA
479
Douglass Winthrop Advisors
New York
$12.6M -$890K -12,311 -6%
CFA
480
Carroll Financial Associates
North Carolina
$12.6M -$554K -7,664 -4%
Fidelity International
481
Fidelity International
Bermuda
$12.5M -$933K -12,903 -7%
WHG
482
Westwood Holdings Group
Texas
$12.5M -$508K -7,031 -4%
HIC
483
Harvey Investment Company
Kentucky
$12.5M +$70.5K +975 +0.6%
SCM
484
Sterling Capital Management
North Carolina
$12.4M +$537K +7,423 +4%
MBI
485
Montrusco Bolton Investments
Quebec, Canada
$12.4M -$26.6K -368 -0.2%
CA
486
Cetera Advisors
Colorado
$12.3M -$785K -10,856 -6%
PA
487
Profund Advisors
Maryland
$12.3M -$209K -2,889 -2%
WTC
488
WhitTier Trust Company
Nevada
$12.3M +$10.6K +147 +0.1%
ACM
489
Advisors Capital Management
New Jersey
$12.2M +$2.3M +31,788 +22%
NB
490
NBT Bank
New York
$12.2M -$36.4K -503 -0.3%
GIA
491
Guyasuta Investment Advisors
Pennsylvania
$12.2M -$271K -3,751 -2%
GFPC
492
Global Financial Private Capital
Florida
$12.1M -$233K -3,229 -2%
CCT
493
Country Club Trust
Missouri
$12.1M +$419K +5,795 +4%
SB
494
Simmons Bank
Arkansas
$12.1M +$247K +3,422 +2%
CA
495
Clearstead Advisors
Ohio
$12.1M -$371K -5,130 -3%
Man Group
496
Man Group
United Kingdom
$12M -$15.9M -220,396 -56%
TCM
497
Tufton Capital Management
Maryland
$12M -$165K -2,283 -1%
CDH
498
Charles D. Hyman
$12M -$166K -2,300 -1%
CTA
499
Chesley Taft & Associates
Illinois
$11.9M -$576K -7,959 -5%
DIA
500
Dana Investment Advisors
Wisconsin
$11.9M +$162K +2,237 +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.