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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
SB
1826
Strategic Blueprint
Georgia
$833K -$52.4K -725 -6%
NCM
1827
Noesis Capital Mangement
Florida
$832K -$14.5K -200 -2%
BONST
1828
Bank of Nova Scotia Trust
Ontario, Canada
$827K -$11K -152 -1%
RWA
1829
River Wealth Advisors
Pennsylvania
$827K -$8.1K -112 -0.9%
TCM
1830
Tributary Capital Management
Nebraska
$826K +$174K +2,400 +26%
HC
1831
Hendley & Co
Ohio
$822K -$17.6K -243 -2%
IUHSA
1832
Itau Unibanco Holding S.A.
Brazil
$818K -$752K -10,397 -49%
RHJA
1833
Rice Hall James & Associates
California
$817K
OBGC
1834
O'Brien Greene & Co
Pennsylvania
$816K -$86.8K -1,200 -9%
MFP
1835
Meridian Financial Partners
Virginia
$816K -$67.2K -929 -7%
FNC
1836
First National Corp
Massachusetts
$816K -$25.8K -357 -3%
OCG
1837
Opus Capital Group
Ohio
$813K +$2.1K +29 +0.3%
LWM
1838
Lyons Wealth Management
Florida
$812K -$188K -2,600 -18%
FDS
1839
Freedom Day Solutions
Texas
$812K -$30.1K -416 -3%
TF
1840
TimeScale Financial
Massachusetts
$808K -$40.5K -560 -5%
CIA
1841
Cascade Investment Advisors
Oregon
$807K -$354K -4,890 -30%
CDIA
1842
Capital Directions Investment Advisors
Georgia
$807K +$827K +11,436 New
FRM
1843
Fox Run Management
Connecticut
$806K +$825K +11,410 New
KIM
1844
Karpus Investment Management
New York
$805K
IIM
1845
Ironwood Investment Management
Massachusetts
$803K -$3.76K -52 -0.5%
LMAM
1846
Legg Mason Asset Management
Japan
$797K +$172K +2,380 +27%
GWM
1847
GSB Wealth Management
Connecticut
$795K
TB
1848
Terril Brothers
Missouri
$795K
DWM
1849
Darwin Wealth Management
Florida
$792K -$41.7K -577 -5%
UCMOK
1850
United Capital Management of KS
Kansas
$789K -$31.5K -435 -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.