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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
FWP
1376
FAS Wealth Partners
Kansas
$1.86M +$249K +3,439 +15%
RHBC
1377
R.H. Bluestein & Co
Michigan
$1.86M +$779K +10,770 +69%
AIL
1378
AGF Investments LLC
Ontario, Canada
$1.86M -$360K -4,975 -16%
CWM
1379
Campbell Wealth Management
Virginia
$1.85M +$54.7K +756 +3%
SAM
1380
Summit Asset Management
Tennessee
$1.85M -$33.2K -459 -2%
FAM
1381
Fenimore Asset Management
New York
$1.85M -$16.4K -227 -0.9%
BHC
1382
Bowen Hanes & Co
Florida
$1.85M -$159K -2,205 -8%
BSA
1383
Bull Street Advisors
Georgia
$1.85M +$1.89M +26,136 New
TFS
1384
TrustCore Financial Services
Tennessee
$1.84M -$83.2K -1,150 -4%
RWP
1385
RWA Wealth Partners
Massachusetts
$1.83M -$137K -1,891 -7%
FA
1386
Financial Advisors
Massachusetts
$1.83M +$868 +12 +0%
AIM
1387
Axiom Investment Management
New York
$1.82M -$7.33M -101,355 -80%
FC
1388
FCA Corp
Texas
$1.82M -$1.74K -24 -0.1%
WAS
1389
Winch Advisory Services
Wisconsin
$1.82M -$15K -207 -0.8%
PAM
1390
Peninsula Asset Management
Florida
$1.82M -$47K -650 -2%
SBWIC
1391
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.82M
OAM
1392
Oak Asset Management
California
$1.82M +$80.7K +1,116 +5%
HBWM
1393
Hollow Brook Wealth Management
New York
$1.81M -$1.59K -22 -0.1%
ANRIA
1394
American National Registered Investment Advisor
Texas
$1.81M
LC
1395
LCNB Corp
Ohio
$1.81M +$75.3K +1,042 +4%
BBWA
1396
Bell & Brown Wealth Advisors
California
$1.81M +$101K +1,394 +6%
ACA
1397
Ackerman Capital Advisors
Texas
$1.8M +$1.3K +18 +0.1%
MAM
1398
Morse Asset Management
Connecticut
$1.79M -$147K -2,032 -7%
AF
1399
Alerus Financial
North Dakota
$1.79M +$33.9K +469 +2%
GIC
1400
Gantzert Investment Company
Illinois
$1.79M +$34.3K +475 +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.