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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
HCM
1776
HMS Capital Management
Tennessee
$920K +$471K +6,517 +126%
SG
1777
Somerset Group
Minnesota
$917K -$5.42K -75 -0.6%
CWA
1778
Clarus Wealth Advisors
Arizona
$913K +$319K +4,411 +52%
FFN
1779
Focus Financial Network
Minnesota
$909K -$39.9K -552 -4%
REMPR
1780
Roof Eidam Maycock Peralta (REMP)
California
$908K
KLWA
1781
Kelly Lawrence W & Associates
California
$906K -$43.4K -600 -4%
RP
1782
Rice Partnership
Hawaii
$900K -$2.41M -33,396 -72%
AIA
1783
Angeles Investment Advisors
California
$899K +$284K +3,921 +45%
PP
1784
PDS Planning
Ohio
$897K -$2.1K -29 -0.2%
FC
1785
Financial Consulate
Maryland
$895K -$64.9K -898 -7%
OC
1786
Oarsman Capital
Wisconsin
$894K -$14.5K -200 -2%
BWA
1787
Burt Wealth Advisors
Maryland
$893K -$47.5K -657 -5%
SIA
1788
Sit Investment Associates
Minnesota
$893K
LPIC
1789
LeJeune Puetz Investment Counsel
Michigan
$890K -$3.62K -50 -0.4%
FFG
1790
Ford Financial Group
California
$887K -$120K -1,664 -12%
SWA
1791
Sutton Wealth Advisors
Florida
$887K -$2.53K -35 -0.3%
JFA
1792
Johanson Financial Advisors
California
$884K -$189K -2,618 -17%
CCG
1793
Ceeto Capital Group
Florida
$883K -$578K -8,000 -39%
BPA
1794
Beacon Pointe Advisors
California
$882K -$298K -4,118 -25%
CAM
1795
Costello Asset Management
Pennsylvania
$882K -$34.1K -471 -4%
ACM
1796
Academy Capital Management
Texas
$880K -$3.25K -45 -0.3%
MWPCG
1797
Measured Wealth Private Client Group
New Hampshire
$879K -$264K -3,645 -23%
NJBEST
1798
New Jersey Better Educational Savings Trust
New Jersey
$876K -$188K -2,600 -17%
DWA
1799
Divergent Wealth Advisors
Utah
$874K -$3.98K -55 -0.4%
GLI
1800
Guardian Life Insurance
New York
$874K +$7.88K +109 +0.9%

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.