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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
BW
1301
Bison Wealth
Georgia
$2.12M +$745K +10,305 +52%
YWP
1302
YorkBridge Wealth Partners
New York
$2.12M -$73.6K -1,018 -3%
SAM
1303
Strategy Asset Managers
California
$2.11M -$53.1K -734 -2%
PAM
1304
Premier Asset Management
Illinois
$2.11M +$96.7K +1,338 +5%
BMA
1305
Brooks Moore & Associates
Tennessee
$2.1M +$3.62K +50 +0.2%
PWAP
1306
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.1M -$989K -13,678 -31%
KWMG
1307
King Wealth Management Group
Florida
$2.1M -$3.18K -44 -0.1%
SL
1308
Summitry LLC
California
$2.09M +$132K +1,832 +7%
GFA
1309
Gifford Fong Associates
California
$2.09M
MCM
1310
Manchester Capital Management
Vermont
$2.09M
ETI
1311
Enterprise Trust & Investment
California
$2.08M -$85.9K -1,188 -4%
DT
1312
Diversified Trust
Tennessee
$2.08M -$1.38M -19,145 -39%
BIM
1313
Barton Investment Management
Pennsylvania
$2.08M -$123K -1,700 -5%
MPAM
1314
Murphy Pohlad Asset Management
Minnesota
$2.08M +$103K +1,425 +5%
RWM
1315
RKL Wealth Management
Pennsylvania
$2.07M -$25.7K -355 -1%
MLL
1316
Moody Lynn & Lieberson
Massachusetts
$2.07M -$2.17K -30 -0.1%
BFA
1317
Benedict Financial Advisors
Georgia
$2.07M -$113K -1,560 -5%
GLA
1318
Good Life Advisors
Pennsylvania
$2.07M -$38.7K -535 -2%
SBL
1319
Sargent Bickham Lagudis
Colorado
$2.06M -$117K -1,620 -5%
IBOK
1320
Independence Bank of Kentucky
Kentucky
$2.06M +$171K +2,368 +9%
FNBOSM
1321
First National Bank of South Miami
Florida
$2.06M -$79.5K -1,100 -4%
APG
1322
Abacus Planning Group
South Carolina
$2.06M +$65K +899 +3%
CB
1323
CNB Bank
Pennsylvania
$2.06M -$235K -3,251 -10%
TW
1324
TrinityPoint Wealth
Connecticut
$2.05M +$822K +11,362 +66%
AWM
1325
Avior Wealth Management
Nebraska
$2.05M +$44.5K +615 +2%

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.