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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
HIC
1001
Holderness Investments Company
North Carolina
$3.39M -$20.4K -282 -0.6%
HCM
1002
Hall Capital Management
Rhode Island
$3.39M -$73.3K -1,014 -2%
CHAM
1003
Clear Harbor Asset Management
Connecticut
$3.38M +$182K +2,521 +6%
ESBC
1004
E.S. Barr & Co
Kentucky
$3.38M -$121K -1,679 -3%
WPA
1005
Winning Points Advisors
Florida
$3.36M +$43.7K +604 +1%
ECM
1006
Exchange Capital Management
Michigan
$3.36M -$234K -3,237 -6%
PVWM
1007
Point View Wealth Management
New Jersey
$3.36M -$119K -1,651 -3%
BCA
1008
Biltmore Capital Advisors
New Jersey
$3.35M -$58.1K -803 -2%
PL
1009
Plancorp LLC
Missouri
$3.35M +$3.04K +42 +0.1%
SFG
1010
Summit Financial Group
West Virginia
$3.34M -$386K -5,344 -10%
MSAM
1011
Moloney Securities Asset Management
Missouri
$3.33M +$91.8K +1,269 +3%
GIM
1012
Guardian Investment Management
California
$3.32M +$76.5K +1,058 +2%
WFMPM
1013
Woodley Farra Manion Portfolio Management
Indiana
$3.32M -$666K -9,204 -16%
TI
1014
Truehand Inc
New Hampshire
$3.31M -$3.98K -55 -0.1%
HCM
1015
Hodges Capital Management
Texas
$3.31M -$917K -12,678 -21%
SWM
1016
Segment Wealth Management
Texas
$3.3M +$1.01K +14 +0%
MPIA
1017
Mountain Pacific Investment Advisers
Idaho
$3.3M
DPIM
1018
Duff & Phelps Investment Management
Illinois
$3.29M +$33.3K +460 +1%
WCM
1019
Whitener Capital Management
North Carolina
$3.29M +$73K +1,010 +2%
CWM
1020
Calamos Wealth Management
Illinois
$3.29M +$347K +4,800 +11%
FDCDDQ
1021
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.28M -$8.32M -115,033 -71%
MCM
1022
Maple Capital Management
Vermont
$3.26M -$151K -2,084 -4%
IEFM
1023
IQ EQ Fund Management
Ireland
$3.25M -$60.2K -832 -2%
DLA
1024
Douglas Lane & Associates
New York
$3.25M -$40.6K -562 -1%
FM
1025
Family Management
New York
$3.24M -$1.3K -18 -0%

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.