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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
1551
Chesapeake Asset Management
New York
$1.37M -$3.98K -55 -0.3%
IFWM
1552
Institute for Wealth Management
Colorado
$1.37M -$247K -3,410 -15%
OWP
1553
Obermeyer Wealth Partners
Colorado
$1.36M -$122K -1,682 -8%
LF
1554
Lantz Financial
Illinois
$1.36M +$24.3K +336 +2%
SWA
1555
Stratos Wealth Advisors
Ohio
$1.36M +$138K +1,915 +11%
OCM
1556
Osterweis Capital Management
California
$1.36M -$142K -1,964 -9%
MKC
1557
M. Kraus & Co
Vermont
$1.36M +$137K +1,900 +11%
EF
1558
Empirical Finance
Pennsylvania
$1.35M +$13.9K +192 +1%
IAS
1559
IMA Advisory Services
Colorado
$1.35M
UBG
1560
United Bank (Georgia)
Georgia
$1.35M -$79.3K -1,096 -5%
KBG
1561
Kahn Brothers Group
New York
$1.35M +$10.6K +146 +0.8%
SGI
1562
Summit Global Investments
Utah
$1.35M +$128K +1,776 +10%
CCA
1563
Conestoga Capital Advisors
Pennsylvania
$1.35M
PFA
1564
Paradigm Financial Advisors
Missouri
$1.34M -$107K -1,475 -7%
MYIA
1565
Mount Yale Investment Advisors
Colorado
$1.34M +$42.8K +592 +3%
AEPG
1566
American Economic Planning Group
New Jersey
$1.34M -$15.2K -210 -1%
TA
1567
TFG Advisers
Michigan
$1.34M -$59.9K -828 -4%
DBT
1568
Dubuque Bank & Trust
Iowa
$1.34M -$1.73M -23,892 -56%
CS
1569
Cannell & Spears
New York
$1.34M -$59.1K -817 -4%
CI
1570
CX Institutional
Indiana
$1.33M -$2.2M -30,449 -62%
MFG
1571
Merit Financial Group
Georgia
$1.33M +$1.15M +15,927 +544%
CC
1572
Cadinha & Co
Hawaii
$1.33M -$193K -2,674 -12%
SNBOSD
1573
Security National Bank of So Dak
Iowa
$1.33M +$20.6K +285 +2%
SCA
1574
Salient Capital Advisors
Texas
$1.33M +$12.7K +176 +0.9%
1WA
1575
180 Wealth Advisors
Washington
$1.32M -$299K -4,139 -18%

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.