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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
IA
701
IFP Advisors
Florida
$6.47M +$6.54M +90,499 New
OTPPB
702
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.46M +$4.86M +67,246 +277%
FFBTD
703
First Financial Bank - Trust Division
Ohio
$6.42M +$152K +2,101 +2%
EWM
704
Endurance Wealth Management
Rhode Island
$6.38M -$377K -5,215 -5%
PP
705
Patten & Patten
Tennessee
$6.38M -$855K -11,825 -12%
H
706
HoyleCohen
California
$6.32M -$151K -2,088 -2%
RFM
707
Royal Fund Management
Florida
$6.32M -$23.7K -328 -0.4%
WEC
708
Winslow Evans & Crocker
Massachusetts
$6.3M -$101K -1,390 -2%
Carson Wealth (CWM LLC)
709
Carson Wealth (CWM LLC)
Nebraska
$6.27M
LMIM
710
Lockheed Martin Investment Management
Maryland
$6.22M -$3.75M -51,910 -37%
PHS
711
Pekin Hardy Strauss
Illinois
$6.22M -$130K -1,802 -2%
NSAM
712
North Star Asset Management
Wisconsin
$6.21M -$153K -2,119 -2%
ECM
713
ETrade Capital Management
Virginia
$6.2M +$2.96M +40,890 +87%
UBV
714
United Bank (Virginia)
Virginia
$6.2M -$63.6K -880 -1%
ACP
715
Aviance Capital Partners
Florida
$6.18M -$159K -2,202 -2%
FCB
716
First Command Bank
Texas
$6.18M -$101K -1,402 -2%
FCFS
717
First Command Financial Services
Texas
$6.18M -$101K -1,402 -2%
GI
718
GAMCO Investors
Connecticut
$6.17M +$48.4K +670 +0.8%
CBTWT
719
Community Bank & Trust (Waco, Texas)
Texas
$6.16M -$99K -1,369 -2%
BMC
720
Benin Management Corp
Connecticut
$6.15M +$71.5K +989 +1%
PG
721
Pendal Group
Australia
$6.14M +$98.4K +1,361 +2%
SIM
722
Sonora Investment Management
Arizona
$6.11M +$472K +6,523 +8%
WIM
723
Waverton Investment Management
United Kingdom
$6.08M -$515K -7,125 -8%
Kovitz Investment Group Partners
724
Kovitz Investment Group Partners
Illinois
$6.07M -$50.7K -701 -0.8%
HA
725
Hamel Associates
New Jersey
$6.04M +$23.6K +327 +0.4%

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.