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
F
1726
F3Logic
Minnesota
$1.03M -$121K -1,672 -10%
BI
1727
Bredin Investment
Delaware
$1.02M
CAM
1728
Cidel Asset Management
Ontario, Canada
$1.02M
AF
1729
AMG Funds
Connecticut
$1.02M -$37.8K -523 -3%
JHCP
1730
Jackson Hole Capital Partners
Oklahoma
$1.02M +$50.8K +702 +5%
CAM
1731
Close Asset Management
United Kingdom
$1.02M -$119K -1,645 -10%
TL
1732
TrueWealth LLC
Georgia
$1.02M -$75.8K -1,048 -7%
WA
1733
Wealth Architects
California
$1.02M +$12.5K +173 +1%
AAM
1734
Auxier Asset Management
Oregon
$1.02M +$3.62K +50 +0.3%
EWF
1735
Epstein & White Financial
California
$1.02M +$34.5K +477 +3%
TPA
1736
Trivium Point Advisory
Connecticut
$1.01M +$552K +7,630 +103%
NEPWA
1737
New England Private Wealth Advisors
Massachusetts
$1.01M -$26.6K -368 -3%
GEA
1738
Glen Eagle Advisors
New Jersey
$1M -$25.2K -348 -2%
CA
1739
Crewe Advisors
Utah
$1M +$124K +1,712 +14%
EBT
1740
Enterprise Bank & Trust
Massachusetts
$1M -$1.16M -16,050 -53%
TC
1741
Truvestments Capital
Florida
$1M +$3.9K +54 +0.4%
LA
1742
Legacy Advisors
Pennsylvania
$1M +$45.7K +632 +5%
SAM
1743
Shamrock Asset Management
Texas
$1M -$41.3K -571 -4%
BWP
1744
Bernardo Wealth Planning
Pennsylvania
$1M -$10.3K -142 -1%
AIM
1745
Aspen Investment Management
Michigan
$999K -$1.81K -25 -0.2%
PAM
1746
Peak Asset Management
Colorado
$999K +$4.77K +66 +0.5%
GAM
1747
GQ Asset Management
New York
$998K -$218K -3,016 -18%
BBA
1748
Braun-Bostich & Associates
Pennsylvania
$995K +$15.6K +216 +2%
FFA
1749
Fragasso Financial Advisors
Pennsylvania
$989K -$34.4K -476 -3%
FMT
1750
First Mercantile Trust
Tennessee
$989K +$130K +1,796 +15%

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.