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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
GIA
1101
Gladstone Institutional Advisory
Florida
$2.9M +$2.68M +37,063 +938%
SRAM
1102
Stone Ridge Asset Management
New York
$2.9M -$6.52M -90,164 -69%
DE
1103
Day & Ennis
Georgia
$2.89M +$27.3K +377 +0.9%
VAS
1104
Vestmark Advisory Solutions
Massachusetts
$2.89M +$335K +4,638 +13%
FMWA
1105
Forvis Mazars Wealth Advisors
Missouri
$2.88M +$521K +7,210 +21%
AIMCA
1106
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.88M -$29M -400,500 -91%
BOCM
1107
Bontempo Ohly Capital Management
Maryland
$2.88M +$42.7K +591 +1%
PLFAM
1108
Pineno Levin & Ford Asset Management
Virginia
$2.87M -$425K -5,882 -13%
JWM
1109
Jupiter Wealth Management
Colorado
$2.87M -$2.53K -35 -0.1%
OIM
1110
Opus Investment Management
Massachusetts
$2.86M +$21.7K +300 +0.7%
FSA
1111
Franklin Street Advisors
North Carolina
$2.86M -$284K -3,930 -9%
KA
1112
KLCM Advisors
Wisconsin
$2.86M +$901K +12,462 +45%
NWS
1113
Newport Wealth Strategies
California
$2.85M +$15.3K +211 +0.5%
OCM
1114
One Capital Management
California
$2.85M +$91.7K +1,268 +3%
CVM
1115
Cheviot Value Management
California
$2.85M +$394K +5,443 +16%
TWM
1116
Torch Wealth Management
Ohio
$2.85M +$354K +4,900 +14%
IA
1117
IFG Advisory
Georgia
$2.84M -$90K -1,245 -3%
PCG
1118
Private Capital Group
Connecticut
$2.82M -$32.1K -444 -1%
CVSCT
1119
C.V. Starr & Co Trust
New York
$2.82M
UFG
1120
United Fire Group
Iowa
$2.82M
BMM
1121
Buffington Mohr McNeal
Idaho
$2.82M -$51K -706 -2%
RMCM
1122
Reynders McVeigh Capital Management
Massachusetts
$2.81M -$282K -3,897 -9%
Aristotle Capital Management
1123
Aristotle Capital Management
California
$2.81M -$86K -1,190 -3%
JIC
1124
Joel Isaacson & Co
New York
$2.81M -$21.5K -298 -0.7%
FNBOMD
1125
First National Bank of Mount Dora
Florida
$2.8M -$706K -9,770 -20%

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.