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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
PGIM
1476
Pacific Global Investment Management
California
$1.58M -$147K -2,035 -8%
FANJ
1477
Financial Architects (New Jersey)
New Jersey
$1.58M -$41.4K -572 -2%
P
1478
Pitcairn
Pennsylvania
$1.58M -$226K -3,124 -12%
FCA
1479
FinTrust Capital Advisors
South Carolina
$1.58M -$23.2K -321 -1%
CPP
1480
Crow Point Partners
Massachusetts
$1.58M +$1.6M +22,086 New
RHDIC
1481
R.H. Dinel Investment Counsel
California
$1.58M
WI
1482
Wafra Inc
New York
$1.58M +$1.62M +22,348 New
KFBMI
1483
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.57M
ACM
1484
Armbruster Capital Management
New York
$1.57M
WCM
1485
Washington Capital Management
Washington
$1.57M
UAS
1486
United Asset Strategies
New York
$1.57M +$78.6K +1,087 +5%
WPW
1487
Winthrop Partners - WNY
New York
$1.57M -$52.8K -730 -3%
PH
1488
Pinnacle Holdings
Oklahoma
$1.57M -$9.54K -132 -0.6%
CCA
1489
Conservest Capital Advisors
Pennsylvania
$1.57M +$37.7K +521 +2%
HGWM
1490
Harvest Group Wealth Management
Massachusetts
$1.56M +$5.86K +81 +0.4%
HFA
1491
Hoover Financial Advisors
Pennsylvania
$1.56M +$155K +2,144 +11%
CFD
1492
Creative Financial Designs
Indiana
$1.54M +$38.1K +527 +2%
TFS
1493
Thoroughbred Financial Services
Tennessee
$1.54M -$96K -1,327 -6%
SGCA
1494
Steel Grove Capital Advisors
Tennessee
$1.54M +$12.7K +176 +0.8%
SFG
1495
SevenBridge Financial Group
Pennsylvania
$1.53M +$2.02K +28 +0.1%
IIC
1496
Integrated Investment Consultants
Michigan
$1.53M
PAM
1497
PVG Asset Management
Colorado
$1.53M -$95.8K -1,325 -6%
PGA
1498
Portland Global Advisors
Maine
$1.53M -$329K -4,547 -17%
NAM
1499
North American Management
Massachusetts
$1.53M -$348K -4,817 -18%
PWA
1500
Providence Wealth Advisors
Illinois
$1.52M +$27.5K +380 +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.