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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
AP
876
Appleton Partners
Massachusetts
$4.42M -$43K -595 -0.9%
Fiera Capital (Canada)
877
Fiera Capital (Canada)
Quebec, Canada
$4.42M +$459K +6,342 +11%
FCCM
878
First City Capital Management
Georgia
$4.41M -$80.2K -1,109 -2%
Lido Advisors
879
Lido Advisors
California
$4.4M +$1.87M +25,848 +71%
AOWM
880
Alpha Omega Wealth Management
Virginia
$4.4M +$2.67M +36,925 +146%
MRCM
881
M&R Capital Management
New Jersey
$4.39M -$343K -4,744 -7%
ZIC
882
ZWJ Investment Counsel
Georgia
$4.39M +$263K +3,641 +6%
PA
883
Parallel Advisors
California
$4.38M -$337K -4,658 -7%
APA
884
American Portfolios Advisors
New York
$4.34M +$155K +2,145 +4%
DIP
885
DT Investment Partners
Pennsylvania
$4.33M +$634K +8,767 +17%
FIM
886
Fruth Investment Management
Texas
$4.32M -$29.2K -404 -0.7%
CPA
887
Court Place Advisors
Maryland
$4.31M -$44.1K -610 -1%
DAM
888
Delta Asset Management
Tennessee
$4.3M +$35.3K +488 +0.8%
BO
889
Bank OZK
Arkansas
$4.29M -$45.3K -626 -1%
DF
890
Donoghue Forlines
Massachusetts
$4.29M -$1.85M -25,642 -30%
TMAM
891
Tokio Marine Asset Management
Japan
$4.26M +$347K +4,798 +9%
CT
892
Chicago Trust
Illinois
$4.25M +$216K +2,981 +5%
WM
893
WS Management
Florida
$4.25M -$501K -6,932 -10%
UH
894
Unigestion Holding
Switzerland
$4.24M -$34.7M -479,219 -89%
GCM
895
Graham Capital Management
Connecticut
$4.24M
FLPIM
896
F.L. Putnam Investment Management
Massachusetts
$4.22M +$1.55M +21,493 +56%
BRM
897
Boston Research & Management
Massachusetts
$4.21M -$5.79K -80 -0.1%
ACC
898
Accident Compensation Corp
New Zealand
$4.21M -$680K -9,400 -14%
EARNEST Partners
899
EARNEST Partners
Georgia
$4.21M +$3.26M +45,030 +310%
Wealth Enhancement Advisory Services
900
Wealth Enhancement Advisory Services
Minnesota
$4.2M +$3.71M +51,249 +529%

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.