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
TPWA
1326
TRUE Private Wealth Advisors
Oregon
$2.04M +$67.8K +937 +3%
VWA
1327
V Wealth Advisors
Kansas
$2.03M +$52.6K +728 +3%
SLT
1328
St Louis Trust
Missouri
$2.03M +$2.6K +36 +0.1%
LCM
1329
Lucas Capital Management
New Jersey
$2.02M -$36.4K -503 -2%
BIA
1330
Bigelow Investment Advisors
Maine
$2.02M +$542K +7,495 +36%
COI
1331
Capital One Investing
Virginia
$2.02M +$120K +1,665 +6%
CL
1332
Choreo LLC
Illinois
$2.01M -$127K -1,751 -6%
FAG
1333
Financial Advisory Group
Texas
$2.01M -$16.2K -224 -0.8%
NSB
1334
Norway Savings Bank
Maine
$2.01M -$7.23K -100 -0.3%
PFBT
1335
Parkside Financial Bank & Trust
Missouri
$2M +$212K +2,931 +12%
HF
1336
HRT Financial
New York
$2M +$2.05M +28,287 New
AIIMS
1337
Analyst IMS Investment Management Services
Israel
$2M
PWM
1338
Perigon Wealth Management
California
$1.99M -$652K -9,014 -24%
WP
1339
WealthSource Partners
California
$1.99M +$273K +3,775 +16%
AF
1340
Aldebaran Financial
$1.98M -$642K -8,877 -24%
CBU
1341
CIBC Bank USA
Illinois
$1.98M -$104K -1,442 -5%
BHWA
1342
Beacon Harbor Wealth Advisors
Virginia
$1.98M +$91.6K +1,267 +5%
BAM
1343
Brave Asset Management
New Jersey
$1.97M +$11.6K +160 +0.6%
BCA
1344
Bray Capital Advisors
Florida
$1.96M -$185K -2,564 -8%
PCM
1345
Palisade Capital Management
New Jersey
$1.96M -$43.4K -600 -2%
MFW
1346
Meristem Family Wealth
Minnesota
$1.95M -$341K -4,717 -15%
TYCC
1347
Texas Yale Capital Corp
Florida
$1.94M -$1.41M -19,560 -42%
FPFS
1348
First Personal Financial Services
North Carolina
$1.94M +$14.5K +200 +0.7%
CWM
1349
Cornerstone Wealth Management
Missouri
$1.94M -$91.3K -1,262 -4%
CAM
1350
Cozad Asset Management
Illinois
$1.94M -$33.8K -467 -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.