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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
CAM
1451
Cubic Asset Management
Massachusetts
$1.67M -$26.1K -361 -2%
ACG
1452
Allen Capital Group
Nebraska
$1.67M +$209K +2,884 +13%
RIA
1453
Realta Investment Advisors
Delaware
$1.66M -$11.9K -164 -0.7%
BSAM
1454
Blue Square Asset Management
New York
$1.66M +$1.69M +23,436 New
S
1455
Surevest
California
$1.65M +$429K +5,929 +34%
BOTW
1456
Bank of the West
California
$1.65M -$236K -3,257 -12%
SCA
1457
Stokes Capital Advisors
South Carolina
$1.65M +$31.1K +430 +2%
Canada Pension Plan Investment Board
1458
Canada Pension Plan Investment Board
Ontario, Canada
$1.65M -$6.63M -91,736 -80%
WFI
1459
West Family Investments
California
$1.64M
KCM
1460
Karp Capital Management
California
$1.64M +$51K +705 +3%
SFSG
1461
Stearns Financial Services Group
North Carolina
$1.64M -$556K -7,686 -25%
CG
1462
Caprock Group
Idaho
$1.64M +$104K +1,438 +7%
SXL
1463
Summit X LLC
Missouri
$1.64M +$357K +4,944 +27%
EWM
1464
Evermay Wealth Management
Virginia
$1.63M +$47.8K +661 +3%
TC
1465
Telemus Capital
Michigan
$1.62M -$226K -3,122 -12%
WCM
1466
Windsor Capital Management
Arizona
$1.61M +$156K +2,156 +10%
CWM
1467
Connecticut Wealth Management
Connecticut
$1.61M +$173K +2,392 +12%
PW
1468
Price Wealth
Texas
$1.61M
FF
1469
Fluent Financial
Texas
$1.59M +$99K +1,369 +6%
SAM
1470
Sequent Asset Management
Texas
$1.59M +$43.4K +600 +3%
MIM
1471
Montgomery Investment Management
Maryland
$1.59M
CGL
1472
Clarius Group LLC
Washington
$1.59M +$260K +3,593 +19%
CCM
1473
Crossvault Capital Management
Texas
$1.59M -$21.5K -297 -1%
FIM
1474
Fernwood Investment Management
Massachusetts
$1.58M +$2.82K +39 +0.2%
VCM
1475
Virtue Capital Management
Tennessee
$1.58M -$197K -2,726 -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.