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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
TBNY
926
Trustco Bank (New York)
New York
$4.07M -$14.9K -206 -0.4%
MJP
927
Michael J. Puzo
$4.06M +$248K +3,433 +6%
HB
928
Homrich & Berg
Georgia
$4.05M +$224K +3,103 +6%
KOCAA
929
Knights of Columbus Asset Advisors
Connecticut
$4.05M
BCM
930
BTR Capital Management
California
$4.02M +$71.6K +990 +2%
BCM
931
BTC Capital Management
Iowa
$4M -$27.7K -383 -0.7%
AA
932
ALPS Advisors
Colorado
$4M -$545K -7,533 -12%
PFS
933
Physicians Financial Services
North Carolina
$3.96M -$77.4K -1,070 -2%
JWBC
934
J.W. Burns & Co
New York
$3.95M -$199K -2,753 -5%
FCMT
935
Founders Capital Management (Texas)
Texas
$3.95M +$420K +5,811 +12%
CAM
936
Columbia Asset Management
Michigan
$3.93M +$5.64K +78 +0.1%
CM
937
Castleark Management
Illinois
$3.9M -$4.03M -55,690 -50%
TAM
938
Taurus Asset Management
New York
$3.9M -$74.4K -1,029 -2%
MIAN
939
Mariner Independent Advisor Network
Kansas
$3.88M +$119K +1,644 +3%
WIA
940
Wealthstreet Investment Advisors
Texas
$3.88M -$21K -291 -0.5%
RG
941
Rikoon Group
New Mexico
$3.87M -$150K -2,074 -4%
GIA
942
Granite Investment Advisors
New Hampshire
$3.87M -$101K -1,393 -2%
AAMU
943
AEGON Asset Management (UK)
United Kingdom
$3.86M +$968K +13,390 +32%
HKIM
944
Hayek Kallen Investment Management
Alabama
$3.86M +$4.99K +69 +0.1%
SFA
945
Sequoia Financial Advisors
Ohio
$3.85M +$76.6K +1,060 +2%
BCB
946
Brian C. Broderick
$3.85M +$162K +2,235 +4%
AIP
947
Ahrens Investment Partners
Louisiana
$3.84M +$16.1K +222 +0.4%
GAB
948
German American Bancorp
Indiana
$3.82M -$139K -1,919 -3%
PT
949
Plimoth Trust
Massachusetts
$3.81M -$84.7K -1,172 -2%
EH
950
Employers Holdings
Nevada
$3.81M +$2.11M +29,190 +118%

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.