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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$162M -$580K -8,018 -0.3%
YAM
102
Yacktman Asset Management
Texas
$162M -$155K -2,140 -0.1%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$160M +$26M +360,181 +19%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$158M -$904K -12,500 -0.6%
EIP
105
Epoch Investment Partners
New York
$157M +$6.49M +89,698 +4%
SB
106
Suntrust Banks
Georgia
$156M -$2.1M -29,032 -1%
ProShare Advisors
107
ProShare Advisors
Maryland
$154M +$19.7M +271,810 +14%
KeyBank National Association
108
KeyBank National Association
Ohio
$152M -$20.6M -284,458 -12%
Bank of Nova Scotia
109
Bank of Nova Scotia
Ontario, Canada
$147M +$82.9M +1,145,937 +130%
SCCM
110
Schafer Cullen Capital Management
New York
$146M +$433K +5,994 +0.3%
GIA
111
Gateway Investment Advisers
Ohio
$144M -$13M -179,775 -8%
RFC
112
Regions Financial Corp
Alabama
$143M +$2.94M +40,662 +2%
BG
113
Bahl & Gaynor
Ohio
$141M -$30M -414,403 -17%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$136M -$1.71M -23,597 -1%
Calamos Advisors
115
Calamos Advisors
Illinois
$136M +$591K +8,172 +0.4%
KP
116
Kiltearn Partners
United Kingdom
$134M -$1.7M -23,500 -1%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$133M +$10.7M +148,667 +9%
Treasurer of the State of North Carolina
118
Treasurer of the State of North Carolina
North Carolina
$132M -$56.2M -777,380 -29%
BF
119
BOK Financial
Oklahoma
$131M -$4.88M -67,457 -4%
SLAM
120
Swiss Life Asset Management
$129M -$9M -124,485 -6%
Axa
121
Axa
France
$127M -$17.8M -246,145 -12%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$125M -$40.3M -557,351 -24%
PAM
123
Panagora Asset Management
Massachusetts
$123M -$5.42M -74,892 -4%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$118M +$563K +7,786 +0.5%
State of Tennessee, Department of Treasury
125
State of Tennessee, Department of Treasury
Tennessee
$118M -$13.5M -186,287 -10%

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.