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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
PIA
826
Piedmont Investment Advisors
North Carolina
$4.93M -$8.11M -112,116 -62%
BWP
827
Baldwin Wealth Partners
Massachusetts
$4.91M -$10.8K -150 -0.2%
PCIA
828
Prime Capital Investment Advisors
Kansas
$4.9M +$152K +2,108 +3%
GWS
829
Glassman Wealth Services
Virginia
$4.89M -$12.1K -167 -0.2%
LNWWM
830
Laird Norton Wetherby Wealth Management
California
$4.88M -$953K -13,186 -16%
CWS
831
Cypress Wealth Services
California
$4.88M +$109K +1,511 +2%
NAMP
832
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.88M +$6.43K +89 +0.1%
NSEDCP
833
NJ State Employees Deferred Compensation Plan
New Jersey
$4.87M -$72.3K -1,000 -1%
SWM
834
SVA Wealth Management
Wisconsin
$4.87M -$83.6K -1,156 -2%
TWA
835
TCI Wealth Advisors
Arizona
$4.85M -$10.8K -149 -0.2%
TCOT
836
Trust Company of Toledo
Ohio
$4.84M +$72.1K +997 +1%
HFS
837
Haverford Financial Services
Pennsylvania
$4.84M -$77.8K -1,076 -2%
WIC
838
Woodmont Investment Counsel
Tennessee
$4.82M +$267K +3,696 +6%
III
839
Independent Investors Inc
New York
$4.82M -$190K -2,634 -4%
CCM
840
Coldstream Capital Management
Washington
$4.82M +$7.01K +97 +0.1%
WP
841
WMS Partners
Maryland
$4.81M -$89.7K -1,241 -2%
RSVP
842
Ramsay Stattman Vela & Price
Colorado
$4.81M +$162K +2,239 +3%
DHFB
843
Dixon Hubard Feinour & Brown
Virginia
$4.78M -$62.5K -864 -1%
BIM
844
Bridgecreek Investment Management
Oklahoma
$4.76M +$175K +2,425 +4%
JWM
845
JGP Wealth Management
Oregon
$4.75M +$93.6K +1,294 +2%
STMM
846
South Texas Money Management
Texas
$4.74M -$323K -4,468 -6%
FNT
847
First Nebraska Trust
Nebraska
$4.73M -$64.9K -898 -1%
CCT
848
Chemung Canal Trust
New York
$4.72M -$1.21M -16,675 -20%
DWT
849
Dorsey & Whitney Trust
South Dakota
$4.69M -$238K -3,296 -5%
CA
850
CastleArk Alternatives
Illinois
$4.69M -$5.05M -69,800 -51%

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.