We are live on ! Find out more
XOM icon

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
FIM
1701
Freedom Investment Management
Connecticut
$1.07M +$57.1K +790 +5%
SIC
1702
Shoker Investment Counsel
Ohio
$1.07M +$29.8K +412 +3%
CWG
1703
Cornerstone Wealth Group
North Carolina
$1.06M -$1.94M -26,806 -64%
GRP
1704
Global Retirement Partners
California
$1.06M +$76.5K +1,058 +8%
MPM
1705
Meritage Portfolio Management
Kansas
$1.06M -$16.2K -224 -1%
TIA
1706
Tiemann Investment Advisors
California
$1.06M -$140K -1,932 -11%
DOA
1707
D'Orazio & Associates
Virginia
$1.06M +$1.16K +16 +0.1%
FMB
1708
Field & Main Bank
Kentucky
$1.06M +$8.31K +115 +0.8%
YMRC
1709
Yorktown Management & Research Company
Virginia
$1.06M -$2.53M -35,000 -70%
CBFP
1710
Cedar Brook Financial Partners
Ohio
$1.06M -$56.5K -781 -5%
RIG
1711
Roosevelt Investment Group
New York
$1.05M -$11.9K -165 -1%
SIM
1712
Stratos Investment Management
Ohio
$1.05M +$190K +2,632 +21%
AF
1713
Affiance Financial
Minnesota
$1.05M -$160K -2,210 -13%
SWMG
1714
Strategic Wealth Management Group
Maryland
$1.05M +$18.2K +252 +2%
ONST
1715
Old North State Trust
North Carolina
$1.05M -$41.6K -576 -4%
JGIA
1716
Jackson Grant Investment Advisers
Connecticut
$1.04M +$12.3K +170 +1%
TC
1717
Trust Company
Kansas
$1.04M +$108K +1,490 +11%
MMHP
1718
Murphy Middleton Hinkle & Parker
Georgia
$1.04M +$506 +7 +0%
9WM
1719
9258 Wealth Management
Ohio
$1.04M +$12.1K +168 +1%
MA
1720
MONECO Advisors
Connecticut
$1.04M +$46.7K +646 +5%
EWM
1721
Edge Wealth Management
New York
$1.04M +$306K +4,226 +40%
SAM
1722
Security Asset Management
New York
$1.03M -$20K -276 -2%
BWM
1723
Baystate Wealth Management
Massachusetts
$1.03M -$79.9K -1,105 -7%
AIA
1724
AIMZ Investment Advisors
California
$1.03M -$7.74K -107 -0.7%
AAM
1725
Augustine Asset Management
Florida
$1.03M -$43K -594 -4%

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.