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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
KWM
1351
Kingsview Wealth Management
Oregon
$1.94M +$99.6K +1,378 +5%
LKIM
1352
Lawson Kroeker Investment Management
Nebraska
$1.94M -$34K -470 -2%
AC
1353
Alley Company
Illinois
$1.94M +$100K +1,388 +5%
NPT
1354
Nixon Peabody Trust
Massachusetts
$1.94M -$12.6K -174 -0.6%
SWK
1355
Stephen W. Kidder
$1.94M +$38K +525 +2%
SAMC
1356
Spectrum Asset Management (California)
California
$1.93M +$795 +11 +0%
B
1357
Bailard
California
$1.93M -$67.3K -931 -3%
IWP
1358
Icon Wealth Partners
Texas
$1.92M -$15.7K -217 -0.8%
CG
1359
CFO4Life Group
Texas
$1.92M -$31K -429 -2%
BG
1360
Bollard Group
Massachusetts
$1.91M -$82.9K -1,147 -4%
NWM
1361
Nicola Wealth Management
British Columbia, Canada
$1.91M
AF
1362
Allworth Financial
California
$1.91M -$9.54K -132 -0.5%
IWC
1363
Integrated Wealth Concepts
Massachusetts
$1.91M +$56.5K +781 +3%
FIA
1364
Foundations Investment Advisors
Arizona
$1.9M +$274K +3,793 +16%
ACS
1365
Archford Capital Strategies
Illinois
$1.9M -$6.8K -94 -0.3%
RIG
1366
Renaissance Investment Group
Massachusetts
$1.9M -$55.5K -767 -3%
CCA
1367
Checchi Capital Advisers
California
$1.89M -$162K -2,234 -8%
HIC
1368
Hartline Investment Corp
Illinois
$1.89M -$40.9K -565 -2%
MIC
1369
Means Investment Company
Maine
$1.89M +$8.89K +123 +0.5%
OC
1370
Oakworth Capital
Alabama
$1.88M -$523K -7,226 -21%
VIG
1371
Vienna Insurance Group
Poland
$1.88M +$486K +6,723 +34%
LSPW
1372
Lake Street Private Wealth
Illinois
$1.87M -$9.98K -138 -0.5%
FC
1373
Forte Capital
New York
$1.87M +$175K +2,415 +10%
BPM
1374
Bowling Portfolio Management
Ohio
$1.86M -$284K -3,933 -13%
HCM
1375
Hudson Capital Management
New Jersey
$1.86M +$195K +2,699 +11%

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.