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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
AWA
1426
ARS Wealth Advisors
Florida
$1.73M +$69.3K +959 +4%
ATPW
1427
Ashton Thomas Private Wealth
Arizona
$1.73M -$339K -4,683 -16%
HWA
1428
Heritage Way Advisors
Illinois
$1.73M -$194K -2,688 -10%
BCP
1429
Berkeley Capital Partners
Georgia
$1.72M -$80.8K -1,118 -4%
QPWM
1430
Quadrant Private Wealth Management
Pennsylvania
$1.72M +$72 +1 +0%
ST
1431
Somerset Trust
Pennsylvania
$1.72M +$68.3K +944 +4%
HIM
1432
Harbour Investment Management
Washington
$1.71M -$7.23K -100 -0.4%
SLG
1433
Stanley-Laman Group
Pennsylvania
$1.71M -$27.2K -376 -2%
GF
1434
Goodman Financial
Texas
$1.71M +$38.7K +535 +2%
HDIM
1435
Hanson & Doremus Investment Management
Vermont
$1.7M -$4.19K -58 -0.2%
PFGIA
1436
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M -$93.1K -1,288 -5%
PSC
1437
Prentiss Smith & Co
Vermont
$1.7M
NB
1438
Nicolet Bankshares
Wisconsin
$1.7M +$4.99K +69 +0.3%
BCFA
1439
BP Capital Fund Advisors
Texas
$1.7M +$271K +3,750 +19%
LSCM
1440
LaSalle Street Capital Management
Illinois
$1.69M -$36.2K -500 -2%
PPP
1441
Private Portfolio Partners
New Jersey
$1.69M +$235K +3,245 +16%
LDFR
1442
Lehman & Derafelo Financial Resources
Pennsylvania
$1.69M -$18.1K -250 -1%
FMTCOCP
1443
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.69M -$93.4K -1,292 -5%
NB
1444
Northwest Bancshares
Pennsylvania
$1.68M -$50.8K -703 -3%
PCS
1445
Personal CFO Solutions
New Jersey
$1.68M +$1.62M +22,366 New
GFS
1446
GYL Financial Synergies
Connecticut
$1.68M +$51K +705 +3%
JFGLC
1447
Johnson Financial Group LLC (Colorado)
Colorado
$1.68M -$4.99K -69 -0.3%
BFC
1448
Bedel Financial Consulting
Indiana
$1.68M -$5.21K -72 -0.3%
RGC
1449
Roberts, Glore & Co
Illinois
$1.68M +$128K +1,774 +8%
CHP
1450
Cable Hill Partners
Oregon
$1.67M -$7.95K -110 -0.5%

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.