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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
IWM
1276
IHT Wealth Management
Illinois
$2.2M +$140K +1,933 +7%
CWM
1277
Concentric Wealth Management
California
$2.19M +$7.88K +109 +0.4%
BCP
1278
Blue Chip Partners
Michigan
$2.19M +$106K +1,470 +5%
FMP
1279
Financial Management Professionals
Texas
$2.19M +$151K +2,092 +7%
SCP
1280
Syntal Capital Partners
Texas
$2.18M -$1.36M -18,845 -38%
MWM
1281
Modera Wealth Management
New Jersey
$2.18M +$72.2K +998 +3%
NAM
1282
NorthCoast Asset Management
Connecticut
$2.18M +$850K +11,753 +62%
PHIMC
1283
Private Harbour Investment Management & Counsel
Ohio
$2.17M -$21.7K -300 -1%
FFC
1284
First Financial Corp
Indiana
$2.17M +$47.4K +656 +2%
HCM
1285
Hollencrest Capital Management
California
$2.17M +$253K +3,496 +13%
LOAMS
1286
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.16M -$430K -5,951 -16%
PJSIMP
1287
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.16M -$327K -4,529 -13%
FAM
1288
Fred Alger Management
New York
$2.16M +$15.8K +219 +0.7%
ECM
1289
Evergreen Capital Management
Washington
$2.15M -$73.5K -1,016 -3%
MBT
1290
Montecito Bank & Trust
California
$2.15M -$64.4K -890 -3%
CRC
1291
Curi RMB Capital
Illinois
$2.15M -$34.9K -482 -2%
BIAS
1292
Beacon Investment Advisory Services
New Jersey
$2.15M -$271K -3,741 -11%
LCS
1293
Levin Capital Strategies
New York
$2.14M
FUBT
1294
First United Bank & Trust
Maryland
$2.14M -$222K -3,072 -9%
SAA
1295
Southeast Asset Advisors
Georgia
$2.14M +$7.16K +99 +0.3%
RA
1296
Riverstone Advisors
Texas
$2.13M -$33.5K -463 -2%
JCM
1297
Jacobi Capital Management
Pennsylvania
$2.13M +$184K +2,542 +9%
OWA
1298
Outlook Wealth Advisors
Texas
$2.13M -$4.84K -67 -0.2%
MC
1299
Martin & Co
Tennessee
$2.13M -$137K -1,900 -6%
BWM
1300
BerganKDV Wealth Management
Minnesota
$2.12M +$175K +2,417 +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.