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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
MWNA
1751
Marshall Wace North America
New York
$988K +$1.01M +13,986 New
IP
1752
Investment Partners
Ohio
$987K +$52K +719 +5%
WCAMG
1753
Woodard & Company Asset Management Group
North Carolina
$987K +$170K +2,347 +20%
DWM
1754
Dorchester Wealth Management
Quebec, Canada
$985K
MMG
1755
Monetary Management Group
Missouri
$973K -$79.5K -1,100 -7%
BCM
1756
Breiter Capital Management
Florida
$973K -$4.63K -64 -0.5%
UC
1757
Unio Capital
New Jersey
$971K
CHA
1758
Carmichael Hill & Associates
Maryland
$971K +$14.2K +197 +1%
FWM
1759
Focused Wealth Management
New York
$969K -$63.8K -882 -6%
DAM
1760
Diamant Asset Management
Connecticut
$968K
IAMOG
1761
Investors Asset Management of Georgia
Georgia
$962K -$2.89K -40 -0.3%
PV
1762
Private Vista
Illinois
$959K +$21.4K +296 +2%
WC
1763
Weil Company
California
$958K -$172K -2,383 -15%
CA
1764
Claro Advisors
Massachusetts
$957K -$36.5K -505 -4%
BDF
1765
Balasa Dinverno & Foltz
$956K -$103K -1,421 -9%
GFP
1766
Gryphon Financial Partners
Ohio
$951K +$172K +2,382 +21%
DIM
1767
Delta Investment Management
California
$949K +$121K +1,672 +14%
WPIC
1768
White Pine Investment Company
Michigan
$945K -$15.9K -220 -2%
BWM
1769
BT Wealth Management
Georgia
$944K -$511K -7,063 -35%
CAC
1770
Cowen and Company
New York
$944K +$967K +13,367 New
CCM
1771
Cribstone Capital Management
Maine
$938K -$349K -4,822 -27%
IDBONY
1772
Israel Discount Bank of New York
New York
$928K +$46.9K +648 +5%
GAM
1773
Gould Asset Management
California
$926K +$72.3K +1,000 +8%
TWM
1774
Titus Wealth Management
California
$923K -$28.9K -400 -3%
MGAM
1775
McGowan Group Asset Management
Texas
$923K -$9.18K -127 -1%

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.