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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
MCM
776
Monarch Capital Management
Indiana
$5.34M -$63.1K -872 -1%
AAM
777
Aureus Asset Management
Massachusetts
$5.32M
PTC
778
Private Trust Company
Ohio
$5.32M -$468K -6,466 -8%
OPTFSNA
779
Old Point Trust & Financial Services N A
Virginia
$5.32M +$71.7K +992 +1%
JFGIW
780
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.31M +$31.5K +435 +0.6%
EDRH
781
Edmond de Rothschild Holding
Switzerland
$5.3M -$84.9K -1,174 -2%
LNC
782
Lincoln National Corp
Pennsylvania
$5.3M +$64.4K +890 +1%
NC
783
Northpointe Capital
Michigan
$5.29M -$2.48M -34,285 -31%
FCBT
784
First Citizens Bank & Trust
North Carolina
$5.27M -$337K -4,658 -6%
GSBTD
785
Glenview State Bank Trust Department
Illinois
$5.27M -$140K -1,939 -3%
MCM
786
MAI Capital Management
Ohio
$5.26M +$16.6K +230 +0.3%
WWM
787
Willingdon Wealth Management
North Carolina
$5.2M +$155K +2,143 +3%
MIM
788
Marco Investment Management
Georgia
$5.19M -$54.2K -750 -1%
MAA
789
Matrix Asset Advisors
New York
$5.19M -$184K -2,538 -3%
TRCT
790
Tower Research Capital (TRC)
New York
$5.19M +$4.11M +56,787 +340%
MCM
791
Mengis Capital Management
Oregon
$5.19M +$63.3K +875 +1%
FWM
792
Frontier Wealth Management
Missouri
$5.16M +$506K +7,003 +11%
Nomura Holdings
793
Nomura Holdings
Japan
$5.16M -$1.3M -17,952 -20%
ISB
794
Iowa State Bank
Iowa
$5.15M +$1.07M +14,820 +26%
FNBTCON
795
First National Bank & Trust Co of Newtown
Pennsylvania
$5.13M -$124K -1,718 -2%
CFMC
796
Curbstone Financial Management Corp
New Hampshire
$5.12M +$39.8K +550 +0.8%
IFAM
797
Institutional & Family Asset Management
Colorado
$5.12M +$69.6K +963 +1%
KFS
798
Kurt F. Somerville
$5.11M -$47K -650 -0.9%
WAAG
799
Wealth Alliance Advisory Group
Kansas
$5.1M +$104K +1,444 +2%
GBT
800
Grove Bank & Trust
Florida
$5.09M +$198K +2,736 +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.