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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
B
1901
Bellecapital
Switzerland
$720K
NCM
1902
Northstar Capital Management
New York
$718K -$18.4K -255 -2%
SCP
1903
Sandhill Capital Partners
New York
$718K +$95.4K +1,319 +15%
TCCM
1904
Timber Creek Capital Management
Massachusetts
$716K
JF
1905
JSF Financial
California
$713K -$175K -2,422 -19%
LWM
1906
Lyell Wealth Management
California
$713K
PO
1907
Private Ocean
California
$712K -$30.2K -417 -4%
SDAM
1908
Shulman DeMeo Asset Management
New York
$711K +$62.6K +866 +9%
BI
1909
Ballast Inc
Kentucky
$710K -$6.51K -90 -0.9%
GTAM
1910
Global Trust Asset Management
Florida
$709K -$1.27M -17,606 -64%
BCM
1911
Bluefin Capital Management
New York
$708K +$725K +10,024 New
CANY
1912
Caxton Associates (New York)
New York
$706K +$723K +9,992 New
CM
1913
CoreCommodity Management
Connecticut
$703K +$5.21K +72 +0.7%
MM
1914
Meridian Management
Arkansas
$702K +$69.1K +956 +11%
CCB
1915
Cutter & Co Brokerage
Missouri
$700K +$4.55K +63 +0.6%
CA
1916
Cortland Associates
Missouri
$699K -$84.5K -1,168 -11%
BMM
1917
Berkshire Money Management
Massachusetts
$697K +$24.8K +343 +4%
SEIA
1918
Signature Estate & Investment Advisors
California
$697K +$303K +4,189 +74%
MIM
1919
Miller Investment Management
Pennsylvania
$693K
AMG
1920
Advisors Management Group
Wisconsin
$693K +$2.46K +34 +0.3%
APC
1921
Aspire Private Capital
North Carolina
$693K +$40.3K +557 +6%
RI
1922
RWWM Inc
California
$692K -$10.3M -141,900 -94%
EDRIA
1923
Edmonds Duncan Registered Investment Advisors
Kansas
$692K +$5.57K +77 +0.8%
WA
1924
Waverly Advisors
Alabama
$692K +$43.7K +604 +7%
SIA
1925
Strategic Investment Advisors
Michigan
$692K +$72.5K +1,002 +11%

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.