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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
OKSA
1601
O'Keefe Stevens Advisory
New York
$1.25M +$3.62K +50 +0.3%
PA
1602
PFG Advisors
Arizona
$1.25M +$67.6K +935 +5%
CST
1603
Charles Schwab Trust
Nevada
$1.25M +$1.31M +18,129 New
PAS
1604
Partnervest Advisory Services
California
$1.25M -$2.75K -38 -0.2%
HCP
1605
Holt Capital Partners
Texas
$1.24M -$72.3K -1,000 -5%
LA
1606
LexAurum Advisors
Kansas
$1.24M -$3.69K -51 -0.3%
TCMG
1607
TSP Capital Management Group
New Jersey
$1.24M
SLF
1608
Sun Life Financial
Ontario, Canada
$1.24M +$432K +5,974 +52%
PP
1609
Prospector Partners
Connecticut
$1.24M
LF
1610
Lee Financial
Texas
$1.23M -$15.8K -218 -1%
PIMG
1611
Patriot Investment Management Group
Tennessee
$1.23M -$106K -1,469 -8%
AA
1612
Alesco Advisors
New York
$1.23M -$145K -2,000 -10%
AIM
1613
Acropolis Investment Management
Missouri
$1.23M +$309K +4,270 +32%
CA
1614
Calton & Associates
Florida
$1.23M -$361K -4,992 -22%
TAM
1615
Trillium Asset Management
Massachusetts
$1.23M +$698K +9,653 +124%
SJIM
1616
St. Johns Investment Management
Florida
$1.23M -$87.3K -1,208 -6%
RFA
1617
Reilly Financial Advisors
California
$1.23M -$20K -277 -2%
TG
1618
TCW Group
California
$1.23M
ED
1619
Exane Derivatives
France
$1.22M -$28.9K -400 -2%
GBBWRPM
1620
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.22M +$122K +1,685 +11%
CASB
1621
Cape Ann Savings Bank
Massachusetts
$1.22M +$3.83K +53 +0.3%
MA
1622
MCF Advisors
Kentucky
$1.22M
CSS
1623
Cubist Systematic Strategies
Connecticut
$1.21M -$618K -8,553 -33%
FHC
1624
First Heartland Consultants
Missouri
$1.21M -$31.1K -430 -2%
CCWA
1625
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.21M +$1.24M +17,164 New

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.