We are live on ! Find out more
XOM icon

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
HAM
1151
Highstreet Asset Management
Ontario, Canada
$2.7M +$41.9K +580 +2%
FCIM
1152
Fairview Capital Investment Management
California
$2.69M -$43.4K -600 -2%
HTHT
1153
Hemenway Trust Hemenway Trust
New Hampshire
$2.68M -$236K -3,258 -8%
BFA
1154
Beaumont Financial Advisors
Massachusetts
$2.68M -$186K -2,570 -6%
HCM
1155
Hengehold Capital Management
Ohio
$2.68M +$97.5K +1,348 +4%
DCM
1156
Donaldson Capital Management
Indiana
$2.68M -$36.6K -506 -1%
PWMG
1157
Prestige Wealth Management Group
New Jersey
$2.67M -$10.1K -140 -0.4%
RIA
1158
Regal Investment Advisors
Michigan
$2.66M -$291K -4,018 -10%
BA
1159
Bristlecone Advisors
Washington
$2.65M -$458K -6,334 -14%
LWANC
1160
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.63M +$84.8K +1,173 +3%
MCP
1161
Martin Capital Partners
Oregon
$2.63M +$978K +13,521 +57%
MGIA
1162
Matthew Goff Investment Advisor
Texas
$2.62M +$36.2K +500 +1%
RCAG
1163
Rehmann Capital Advisory Group
Michigan
$2.62M -$219K -3,035 -8%
S
1164
Seeyond
France
$2.62M -$259K -3,583 -9%
HHAA
1165
Henry H. Armstrong Associates
Pennsylvania
$2.6M -$642K -8,878 -19%
HWA
1166
HCR Wealth Advisors
California
$2.6M -$475K -6,572 -15%
RMAM
1167
Raab & Moskowitz Asset Management
New Jersey
$2.6M -$115K -1,597 -4%
COI
1168
Connable Office Inc
Michigan
$2.6M +$131K +1,817 +5%
SCM
1169
Stellar Capital Management
Arizona
$2.59M +$64.9K +898 +3%
CIP
1170
Convergence Investment Partners
Florida
$2.59M -$106K -1,467 -4%
MWM
1171
Mission Wealth Management
California
$2.58M +$59.4K +822 +2%
TEE
1172
Tibra Equities Europe
United Kingdom
$2.58M +$2.64M +36,500 New
RC
1173
Roundview Capital
New Jersey
$2.57M -$124K -1,720 -5%
SMH
1174
Sanders Morris Harris
Texas
$2.57M +$360K +4,980 +16%
THWM
1175
Taylor Hoffman Wealth Management
Virginia
$2.57M +$166K +2,302 +7%

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.