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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
AWM
1051
Altium Wealth Management
New York
$3.14M +$132K +1,825 +4%
MCM
1052
McMillion Capital Management
North Carolina
$3.12M -$55.3K -765 -2%
AAMA
1053
Advanced Asset Management Advisors
Ohio
$3.12M +$13.2K +182 +0.4%
CRB
1054
Chad R. Baker
$3.11M
TCPWM
1055
Traverso Chambers Private Wealth Management
California
$3.11M +$2.53K +35 +0.1%
MWP
1056
MYCIO Wealth Partners
Pennsylvania
$3.1M +$59.1K +818 +2%
MF
1057
Magnetar Financial
Illinois
$3.1M +$1.52M +21,024 +92%
EAM
1058
Erste Asset Management
Austria
$3.08M +$658K +9,100 +27%
IIM
1059
Intact Investment Management
Quebec, Canada
$3.08M -$427K -5,900 -12%
LRPA
1060
L. Roy Papp & Associates
Arizona
$3.08M -$403K -5,573 -11%
EM
1061
Excalibur Management
Massachusetts
$3.07M +$160K +2,216 +5%
BBNA
1062
Bremer Bank National Association
Minnesota
$3.07M -$107K -1,481 -3%
PG
1063
Patten Group
Tennessee
$3.07M -$78.7K -1,089 -2%
AMIM
1064
Aull & Monroe Investment Management
Alabama
$3.07M -$414K -5,723 -12%
GWI
1065
Grace & White Inc
New York
$3.07M
BCM
1066
Birmingham Capital Management
Alabama
$3.06M -$19.5K -270 -0.6%
VF
1067
Virtu Financial
New York
$3.06M +$1.83M +25,369 +142%
KMWM
1068
Keudell/Morrison Wealth Management
Oregon
$3.05M +$16.3K +226 +0.5%
KFGK
1069
Keystone Financial Group (Kentucky)
Kentucky
$3.05M +$213K +2,939 +7%
HI
1070
Hudock Inc
Pennsylvania
$3.05M +$48.7K +673 +2%
DLHL
1071
Donald L. Hagan LLC
Florida
$3.03M -$22.4K -310 -0.7%
LOAME
1072
Lombard Odier Asset Management (Europe)
United Kingdom
$3.03M
PMFA
1073
Plante Moran Financial Advisors
Michigan
$3.03M +$107K +1,475 +4%
CRIG
1074
Charter Research & Investment Group
Connecticut
$3.02M +$449K +6,207 +17%
AC
1075
Alexandria Capital
Virginia
$3.02M -$284K -3,925 -8%

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.