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
HRC
1951
Hoertkorn Richard Charles
$661K
AIA
1952
Arbor Investment Advisors
North Carolina
$660K +$383K +5,294 +131%
AI
1953
Accredited Investors
Minnesota
$659K -$9.62K -133 -1%
RAM
1954
Roanoke Asset Management
New Jersey
$659K
HPWM
1955
Highland Private Wealth Management
Washington
$655K -$9.47K -131 -1%
PG
1956
Proffitt & Goodson
Tennessee
$653K +$15.3K +212 +2%
HCM
1957
Hilton Capital Management
New York
$652K +$38.3K +530 +6%
W
1958
Wealthquest
Ohio
$651K -$295K -4,073 -31%
PP
1959
PagnatoKarp Partners
Virginia
$650K -$36.2K -500 -5%
SSA
1960
Schonfeld Strategic Advisors
New York
$649K -$270K -3,739 -29%
GGI
1961
Godsey & Gibb Inc
Virginia
$649K -$76.1K -1,052 -10%
IRC
1962
Investors Research Corp
Georgia
$649K +$11.9K +164 +2%
VAG
1963
VisionPoint Advisory Group
Texas
$648K +$6.15K +85 +0.9%
FAM
1964
Formidable Asset Management
Ohio
$646K -$2.96M -40,914 -82%
ACM
1965
Adalta Capital Management
New York
$645K
KC
1966
Kingfisher Capital
North Carolina
$645K +$217 +3 +0%
HAC
1967
Harbor Advisory Corp
New Hampshire
$639K
PAWC
1968
P.A.W. Capital
Connecticut
$635K
KCM
1969
Kendall Capital Management
Maryland
$635K +$7.23K +100 +1%
QOP
1970
Quinn Opportunity Partners
Virginia
$635K +$651K +9,000 New
PWAG
1971
Polaris Wealth Advisory Group
California
$629K +$67K +927 +11%
VI
1972
Versor Investments
New York
$628K -$453K -6,265 -41%
RBCM
1973
Raub Brock Capital Management
California
$627K
WA
1974
Wealthstar Advisors
Texas
$625K +$5.28K +73 +0.8%
CWM
1975
Centric Wealth Management
Illinois
$625K +$25K +346 +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.