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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
CCT
951
Capital City Trust
Florida
$3.8M -$93.6K -1,294 -2%
QCM
952
Quest Capital Management
Texas
$3.8M -$15.8K -218 -0.4%
AI
953
Atria Investments
North Carolina
$3.79M +$40.3K +557 +1%
PMG
954
ProVise Management Group
Florida
$3.79M +$355K +4,903 +10%
MNG
955
Manning & Napier Group
New York
$3.79M -$215K -2,975 -5%
LJHT
956
Laurie J. Hall Trustee
$3.78M -$58.4K -807 -1%
TSS
957
Thomas Story & Son
Indiana
$3.78M
NIA
958
Northstar Investment Advisors
Colorado
$3.76M -$1.3M -18,041 -25%
NL
959
NWAM LLC
Washington
$3.74M +$1.79M +24,693 +88%
MAFM
960
Mid Atlantic Financial Management
Pennsylvania
$3.72M -$280K -3,875 -7%
AMI
961
Amica Mutual Insurance
Rhode Island
$3.71M -$678K -9,370 -15%
NCM
962
Nelson Capital Management
California
$3.71M +$120K +1,662 +3%
RIL
963
Rothschild Investment LLC
Illinois
$3.71M +$160K +2,210 +4%
HBT
964
Hills Bank & Trust
Iowa
$3.71M -$171K -2,365 -4%
MSU
965
Mizuho Securities USA
New York
$3.69M +$3.78M +52,300 New
AHB
966
Abner Herrman & Brock
New Jersey
$3.69M -$136K -1,887 -3%
VCM
967
Violich Capital Management
California
$3.69M -$174K -2,400 -4%
BCCM
968
Bridge Creek Capital Management
Massachusetts
$3.69M -$3.25K -45 -0.1%
IMOV
969
Investment Management of Virginia
Virginia
$3.68M -$201K -2,781 -5%
NWP
970
Northstar Wealth Partners
Connecticut
$3.67M +$131K +1,814 +4%
GCM
971
Garland Capital Management
Washington
$3.64M -$21.7K -300 -0.6%
TSWM
972
Triangle Securities Wealth Management
North Carolina
$3.63M +$289K +3,992 +8%
PAIM
973
Punch & Associates Investment Management
Minnesota
$3.63M -$49.8K -689 -1%
DA
974
Denali Advisors
California
$3.62M -$14.5K -200 -0.4%
BHBT
975
Burke & Herbert Bank & Trust
Virginia
$3.62M -$38.9K -538 -1%

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.