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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
MA
576
Montag & Associates
Georgia
$9.23M -$245K -3,390 -3%
GP
577
Greenline Partners
New York
$9.21M +$980K +13,549 +12%
ECM
578
Estabrook Capital Management
New York
$9.2M -$167K -2,305 -2%
AHC
579
Adell Harriman & Carpenter
Texas
$9.17M +$201K +2,786 +2%
NFC
580
Northeast Financial Consultants
Connecticut
$9.16M +$6.38M +88,292 +213%
CCFCSB
581
Cape Cod Five Cents Savings Bank
Massachusetts
$9.1M +$615K +8,507 +7%
CIA
582
Choate Investment Advisors
Massachusetts
$9.06M +$4.92K +68 +0.1%
CI
583
Cigna Investments
Connecticut
$9.03M +$336K +4,650 +4%
BIM
584
Bridges Investment Management
Nebraska
$9M +$5.06K +70 +0.1%
USAA
585
United Services Automobile Association
Texas
$8.96M -$139M -1,920,518 -94%
SC
586
SouthState Corp
Florida
$8.96M -$1.29M -17,777 -12%
SFS
587
Sowell Financial Services
Arkansas
$8.96M +$9.18M +126,921 New
CA
588
Callahan Advisors
Texas
$8.92M +$48.8K +675 +0.5%
GH
589
GAM Holding
Switzerland
$8.83M +$963K +13,316 +12%
WCMN
590
Westchester Capital Management (Nebraska)
Nebraska
$8.83M +$82.4K +1,140 +0.9%
WDA
591
Wendell David Associates
New Hampshire
$8.77M -$236K -3,260 -3%
SSA
592
South Street Advisors
New York
$8.74M +$7.08M +97,918 +379%
LNB
593
Ledyard National Bank
$8.66M +$94.1K +1,302 +1%
CB
594
Community Bank
New York
$8.64M +$10.8K +150 +0.1%
Dodge & Cox
595
Dodge & Cox
California
$8.64M -$7.23K -100 -0.1%
BFM
596
Boston Financial Management
Massachusetts
$8.63M -$436K -6,035 -5%
JMFC
597
J.M. Forbes & Co
Massachusetts
$8.61M -$12.1K -168 -0.1%
TH
598
TCTC Holdings
Texas
$8.53M -$59.3K -820 -0.7%
GG
599
Greenwood Gearhart
Arkansas
$8.51M +$254K +3,515 +3%
SLI
600
Sumitomo Life Insurance
Japan
$8.5M -$1.11M -15,373 -11%

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.