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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
PAM
526
Palisade Asset Management
Minnesota
$10.7M +$109K +1,501 +1%
VFM
527
Viking Fund Management
North Dakota
$10.7M +$3.72M +51,500 +52%
HAG
528
HighPoint Advisor Group
Illinois
$10.6M +$450K +6,222 +4%
FMII
529
Farmers & Merchants Investments Inc
Nebraska
$10.6M +$486K +6,728 +5%
CIA
530
Capital Investment Advisors
Georgia
$10.6M -$71.2K -984 -0.6%
OWD
531
Osborn Williams & Donohoe
Ohio
$10.6M +$236K +3,261 +2%
EW
532
Evoke Wealth
California
$10.6M +$10.8M +149,794 New
SWP
533
Stratos Wealth Partners
Ohio
$10.5M -$711K -9,834 -6%
AUB
534
Atlantic Union Bankshares
Virginia
$10.5M -$558K -7,713 -5%
GRQ
535
Gardner Russo & Quinn
Pennsylvania
$10.5M -$142K -1,958 -1%
FG
536
Fiduciary Group
Georgia
$10.5M +$263K +3,641 +3%
WAS
537
Wesleyan Assurance Society
United Kingdom
$10.5M
SC
538
Scotia Capital
Ontario, Canada
$10.5M -$1.62M -22,346 -13%
BT
539
Brandywine Trust
Delaware
$10.5M
FFIC
540
First Fiduciary Investment Counsel
Ohio
$10.4M +$624K +8,627 +6%
Marshall Wace
541
Marshall Wace
United Kingdom
$10.3M +$10.6M +146,014 New
FBP
542
Flippin Bruce & Porter
Virginia
$10.3M -$282K -3,895 -3%
PAM
543
Private Asset Management
California
$10.2M -$446K -6,174 -4%
ARMC
544
American Research & Management Company
Massachusetts
$10.2M +$372K +5,141 +4%
MBTD
545
Mechanics Bank - Trust Department
California
$10.2M +$712K +9,847 +7%
WSCM
546
Wellington Shields Capital Management
New York
$10M -$830K -11,485 -7%
HA
547
Halsey Associates
Connecticut
$10M +$4.87M +67,407 +90%
BP
548
BBR Partners
New York
$10M
NA
549
NewEdge Advisors
Louisiana
$9.97M +$4.81M +66,465 +86%
MYAM
550
Meiji Yasuda Asset Management
Japan
$9.91M -$131K -1,814 -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.