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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
BDWM
1676
Brewin Dolphin Wealth Management
Ireland
$1.13M
LPT
1677
Legacy Private Trust
Wisconsin
$1.13M
SCA
1678
STALEY CAPITAL ADVISERS
Pennsylvania
$1.13M +$113K +1,564 +11%
EWM
1679
Elmwood Wealth Management
California
$1.13M +$134K +1,850 +13%
ACM
1680
Argyle Capital Management
Pennsylvania
$1.12M +$28.9K +400 +3%
TAIM
1681
TD Ameritrade Investment Management
Nebraska
$1.12M +$197K +2,722 +21%
BI
1682
Bramshill Investments
Florida
$1.11M +$764K +10,572 +202%
AIM
1683
Arcadia Investment Management
Michigan
$1.11M +$41.6K +575 +4%
SIG
1684
Sargent Investment Group
Maryland
$1.11M -$28.9K -400 -2%
VNIM
1685
Vaughan Nelson Investment Management
Texas
$1.11M
SFM
1686
Signet Financial Management
New Jersey
$1.11M -$3.56M -49,168 -76%
JT
1687
Jump Trading
Illinois
$1.11M +$822K +11,368 +263%
CIP
1688
Capital Insight Partners
Arizona
$1.1M -$964K -13,332 -46%
JG
1689
Jefferies Group
New York
$1.1M +$1.13M +15,627 +130,225%
AL
1690
Aspiriant LLC
California
$1.1M -$129K -1,787 -10%
OFS
1691
Orrstown Financial Services
Pennsylvania
$1.09M -$3.47K -48 -0.3%
CIA
1692
CSat Investment Advisory
Michigan
$1.09M +$185K +2,552 +20%
CL
1693
CPWM LLC
Washington
$1.09M -$1.45K -20 -0.1%
BPWA
1694
Beacon Pointe Wealth Advisors
California
$1.09M -$91.3K -1,263 -8%
CFGS
1695
Concourse Financial Group Securities
Alabama
$1.08M -$3.73M -51,542 -77%
LRIC
1696
Long Road Investment Counsel
Michigan
$1.08M -$16.9K -234 -2%
CPO
1697
Cerity Partners OCIO
New York
$1.08M -$1.19M -16,482 -52%
AAM
1698
Ascension Asset Management
New York
$1.08M -$83.3K -1,152 -7%
AA
1699
Advisory Alpha
Michigan
$1.08M +$309K +4,272 +36%
EML
1700
Eos Management LP
New York
$1.08M

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.