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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
PAS
1176
Park Avenue Securities
New York
$2.56M +$413K +5,706 +19%
BSB
1177
Bangor Savings Bank
Maine
$2.56M +$33.3K +461 +1%
VAS
1178
Valicenti Advisory Services
New York
$2.55M +$99.4K +1,375 +4%
SAM
1179
Smithbridge Asset Management
Pennsylvania
$2.55M +$146K +2,020 +6%
FPS
1180
Fieldpoint Private Securities
Connecticut
$2.55M -$313K -4,325 -11%
VST
1181
Van Strum & Towne
California
$2.55M +$111K +1,535 +4%
KCPG
1182
Kavar Capital Partners Group
Kansas
$2.54M -$50K -692 -2%
EIM
1183
Essex Investment Management
Massachusetts
$2.53M -$172K -2,376 -6%
AWM
1184
Altavista Wealth Management
North Carolina
$2.52M -$390K -5,398 -13%
PL
1185
Perpetual Ltd
Australia
$2.52M -$586K -8,100 -19%
QCG
1186
Quadrant Capital Group
Ohio
$2.51M +$607K +8,389 +31%
PFS
1187
Prospera Financial Services
Texas
$2.51M +$231K +3,194 +10%
MCWS
1188
McKinley Carter Wealth Services
West Virginia
$2.51M +$108K +1,490 +4%
NAS
1189
Nicolet Advisory Services
Wisconsin
$2.5M +$50K +691 +2%
MOS
1190
MGO One Seven
Ohio
$2.5M +$328K +4,532 +15%
SIC
1191
Sigma Investment Counselors
Michigan
$2.5M -$35.6K -493 -1%
NPF
1192
Norris Perne & French
Michigan
$2.49M -$17.4K -240 -0.7%
NMIFOAC
1193
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.49M -$723K -10,000 -22%
DMC
1194
Drexel Morgan & Co
Pennsylvania
$2.49M +$12K +166 +0.5%
FBB
1195
Fulton Breakefield Broenniman
Maryland
$2.49M +$36.9K +510 +1%
FHA
1196
Flagship Harbor Advisors
Massachusetts
$2.48M -$32.4K -448 -1%
GT
1197
Greenleaf Trust
Michigan
$2.48M +$32K +442 +1%
BCM
1198
Boltwood Capital Management
California
$2.47M -$194K -2,678 -7%
IR
1199
IAT Reinsurance
New York
$2.47M
LC
1200
Lavaca Capital
Texas
$2.47M +$21.7K +300 +0.9%

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.