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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
KFP
676
Keystone Financial Planning
Ohio
$6.81M +$732K +10,122 +12%
SIC
677
Schwartz Investment Counsel
Michigan
$6.79M +$1.95M +27,000 +39%
FBT
678
First Bankers Trust
Kentucky
$6.74M +$61.2K +847 +0.9%
FAT
679
First American Trust
California
$6.73M -$163K -2,254 -2%
SC
680
Schulhoff & Co
Ohio
$6.7M +$40.5K +560 +0.6%
ANBT
681
American National Bank & Trust
Texas
$6.69M -$72K -996 -1%
GAM
682
Griffin Asset Management
New York
$6.67M -$7.65M -105,864 -53%
FIB
683
First Interstate Bank
Montana
$6.67M -$768K -10,628 -10%
EFS
684
Essex Financial Services
Connecticut
$6.66M -$1.05M -14,575 -13%
PSP
685
Principal Street Partners
Tennessee
$6.62M +$5.09M +70,340 +300%
SCA
686
Stonebridge Capital Advisors
Minnesota
$6.62M +$96.9K +1,340 +1%
BWM
687
Buckley Wealth Management
Nevada
$6.61M +$1.06M +14,712 +19%
WS
688
Wedbush Securities
California
$6.61M +$428K +5,922 +7%
AIP
689
Ameritas Investment Partners
Nebraska
$6.6M -$4.22M -58,395 -38%
VCM
690
Versant Capital Management
Arizona
$6.59M -$19.7K -272 -0.3%
TF
691
Tompkins Financial
New York
$6.59M -$83.7K -1,158 -1%
TNBTD
692
Trustmark National Bank Trust Department
Mississippi
$6.58M -$35.4K -489 -0.5%
ST
693
Spinnaker Trust
Maine
$6.56M +$60.6K +838 +0.9%
CC
694
Courier Capital
New York
$6.54M -$21.9K -303 -0.3%
BFO
695
Biltmore Family Office
North Carolina
$6.52M +$1.77M +24,439 +36%
GC
696
Gratus Capital
Georgia
$6.5M -$104K -1,432 -2%
RC
697
Reik & Co
New York
$6.5M
DSC
698
Duncker Streett & Co
Missouri
$6.49M -$3.69K -51 -0.1%
HSA
699
HBK Sorce Advisory
Pennsylvania
$6.49M +$34.3K +475 +0.5%
SPC
700
Sigma Planning Corp
Michigan
$6.47M +$739K +10,220 +13%

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.