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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
CCMG
551
Clark Capital Management Group
Pennsylvania
$9.9M +$1.07M +14,748 +12%
AAS
552
Avantax Advisory Services
Texas
$9.89M +$792K +10,947 +8%
UR
553
USCA RIA
Texas
$9.87M -$24K -332 -0.2%
MC
554
Middleton & Co
Massachusetts
$9.83M +$19.6K +271 +0.2%
NNP
555
Nachman Norwood & Parrott
South Carolina
$9.79M -$163K -2,253 -2%
RIA
556
RPG Investment Advisory
California
$9.79M +$2.42M +33,458 +32%
MAM
557
Meeder Asset Management
Ohio
$9.69M -$716K -9,901 -7%
RMC
558
Resources Management Corp
Connecticut
$9.69M +$9.92M +137,166 New
HAI
559
Hennessy Advisors Inc
California
$9.64M -$159K -2,200 -2%
VV
560
Verity & Verity
South Carolina
$9.63M +$593K +8,197 +6%
CC
561
Capital Counsel
New York
$9.62M
CAG
562
Crestwood Advisors Group
Massachusetts
$9.62M -$2.63M -36,415 -21%
M
563
MOTCO
Texas
$9.59M +$113K +1,562 +1%
FMBTD
564
First Midwest Bank Trust Division
Illinois
$9.48M -$457K -6,314 -4%
IAA
565
Independent Advisor Alliance
North Carolina
$9.43M +$125K +1,733 +1%
VCAM
566
Van Cleef Asset Management
Ohio
$9.42M -$8.53K -118 -0.1%
IIM
567
Ipswich Investment Management
Massachusetts
$9.41M -$1.49M -20,655 -13%
ALAM
568
Asahi Life Asset Management
Japan
$9.4M +$1.67M +23,083 +21%
FNT
569
First National Trust
Pennsylvania
$9.39M -$91.3K -1,262 -0.9%
TNB
570
TCF National Bank
South Dakota
$9.37M +$9.6M +132,735 New
DIA
571
Dean Investment Associates
Ohio
$9.32M +$333K +4,604 +4%
SYBT
572
Stock Yards Bank & Trust
Kentucky
$9.27M -$501K -6,928 -5%
EGA
573
Eagle Global Advisors
Texas
$9.27M -$111K -1,540 -1%
CIC
574
Carnegie Investment Counsel
Ohio
$9.25M -$5.39M -74,593 -36%
VHAM
575
Van Hulzen Asset Management
California
$9.23M +$281K +3,892 +3%

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.