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
UA
1801
Unison Advisors
District of Columbia
$872K +$9.98K +138 +1%
WI
1802
Wintrust Investments
Illinois
$870K +$475K +6,565 +114%
SLA
1803
Silver Lake Advisory
Utah
$869K +$91.3K +1,262 +11%
BCM
1804
Beck Capital Management
Texas
$868K -$36.2K -500 -4%
SFA
1805
Stewardship Financial Advisors
Georgia
$867K
LCM
1806
Leisure Capital Management
California
$865K -$109K -1,508 -11%
SDJVC
1807
St. Denis J. Villere & Co
Louisiana
$864K
WAG
1808
Winthrop Advisory Group
Massachusetts
$863K +$70.6K +977 +9%
GIM
1809
Greenwich Investment Management
Connecticut
$861K -$135K -1,871 -13%
WDL
1810
Well Done LLC
Michigan
$861K -$60.3K -834 -6%
NFG
1811
Nadler Financial Group
Illinois
$861K -$12K -166 -1%
CF
1812
Corrigan Financial
Rhode Island
$859K -$20.3K -281 -2%
HCA
1813
Heck Capital Advisors
Wisconsin
$856K
BWP
1814
BSW Wealth Partners
Colorado
$851K -$17.4K -241 -2%
FCA
1815
FLC Capital Advisors
California
$851K +$119K +1,650 +16%
WANY
1816
Wealthspire Advisors (New York)
New York
$848K +$460K +6,361 +113%
FSA
1817
Financial Sense Advisors
California
$847K +$373K +5,164 +76%
MCG
1818
McCollum Christoferson Group
New York
$844K -$41.1K -568 -5%
ACP
1819
Arcus Capital Partners
Georgia
$842K -$33.5K -463 -4%
TIA
1820
Traphagen Investment Advisors
New Jersey
$839K +$97.1K +1,343 +13%
ICM
1821
IMS Capital Management
Oregon
$836K +$481K +6,648 +128%
EIA
1822
Eldridge Investment Advisors
New Hampshire
$835K
FCFC
1823
First Commonwealth Financial Corp
Pennsylvania
$834K -$5.28K -73 -0.6%
AAS
1824
Annex Advisory Services
Wisconsin
$834K +$83.6K +1,156 +11%
EIP
1825
Ellis Investment Partners
Pennsylvania
$834K +$130K +1,793 +17%

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.