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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
PFA
1851
Pettinga Financial Advisors
Indiana
$789K +$206K +2,850 +34%
TI
1852
Tidal Investments
Wisconsin
$789K +$808K +11,176 New
BC
1853
Brinker Capital
Pennsylvania
$788K +$324K +4,475 +67%
PVH
1854
Psagot Value Holdings
Israel
$785K
SC
1855
Sawyer & Company
Massachusetts
$784K -$74.4K -1,029 -8%
CC
1856
Cornerstone Capital
California
$783K -$220K -3,044 -22%
VFP
1857
Verus Financial Partners
Virginia
$783K +$32.8K +454 +4%
TAM
1858
Todd Asset Management
Kentucky
$780K -$108K -1,496 -12%
MFP
1859
Michael F. Price
$777K
HCIA
1860
Hochman Cole Investment Advisors
Illinois
$777K +$27.2K +376 +4%
BCA
1861
Bay Colony Advisors
Massachusetts
$776K -$273K -3,774 -26%
ANB
1862
Amarillo National Bank
Texas
$775K -$145 -2 -0%
GWM
1863
Greenwich Wealth Management
Connecticut
$770K +$432K +5,975 +121%
WIA
1864
Westbourne Investment Advisors
Maryland
$769K +$94K +1,300 +14%
QI
1865
Qtron Investments
Massachusetts
$768K -$454K -6,280 -37%
CC
1866
Cedar Capital
Illinois
$768K +$229K +3,163 +41%
AW
1867
Avion Wealth
Texas
$767K +$786K +10,864 New
FC
1868
Ferris Capital
Massachusetts
$766K -$651 -9 -0.1%
LAIC
1869
Lederer & Associates Investment Counsel
California
$765K -$660K -9,130 -46%
BCI
1870
Brinker Capital Investments
Pennsylvania
$764K -$37.7K -521 -5%
DAM
1871
Doheny Asset Management
California
$764K
SHA
1872
Seneca House Advisors
Virginia
$763K +$31K +429 +4%
CAMG
1873
CWA Asset Management Group
Florida
$762K -$258K -3,567 -25%
CP
1874
Camelot Portfolios
Ohio
$760K -$752K -10,404 -49%
LFA
1875
Legacy Financial Advisors
Kentucky
$758K -$49.4K -683 -6%

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.