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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
CIC
1976
Chilton Investment Company
Connecticut
$624K -$404K -5,592 -39%
EOCM
1977
Energy Opportunities Capital Management
Texas
$624K +$639K +8,840 New
LK
1978
Lumbard & Kellner
New Hampshire
$621K
OPA
1979
Old Port Advisors
Maine
$620K
NIC
1980
Northwest Investment Counselors
Oregon
$619K -$12.7K -175 -2%
MFS
1981
McNamara Financial Services
Massachusetts
$618K -$29.4K -406 -5%
PCTC
1982
Perkins Coie Trust Company
Washington
$618K
ACH
1983
ArrowMark Colorado Holdings
Colorado
$615K -$9.04M -125,000 -93%
BWA
1984
BDO Wealth Advisors
Florida
$615K -$6.58K -91 -1%
TIA
1985
Tandem Investment Advisors
South Carolina
$613K -$5.71K -79 -0.9%
CWM
1986
Cordatus Wealth Management
Pennsylvania
$611K +$86K +1,190 +16%
RCM
1987
RNC Capital Management
California
$610K -$132K -1,826 -17%
XSC
1988
X-Square Capital
Puerto Rico
$610K +$135K +1,865 +28%
HFA
1989
HC Financial Advisors
California
$609K +$624K +8,627 New
GC
1990
Grace Capital
Massachusetts
$607K -$897K -12,399 -59%
WA
1991
Wheatland Advisors
Pennsylvania
$607K -$79.5K -1,100 -11%
IA
1992
Independence Advisors
Pennsylvania
$606K -$43.4K -600 -7%
HCM
1993
Heathbridge Capital Management
Ontario, Canada
$604K +$65.1K +900 +12%
FC
1994
Fayerweather Charles
$603K -$259K -3,575 -30%
AWP
1995
Ascent Wealth Partners
New York
$602K -$11.2K -155 -2%
CCMW
1996
Cypress Capital Management (Wyoming)
Wyoming
$602K
DK
1997
Darrell & King
Virginia
$601K -$16.3K -225 -3%
AC
1998
Addison Capital
Pennsylvania
$601K -$11.6K -161 -2%
SDWIA
1999
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$601K +$6.65K +92 +1%
QIM
2000
Quest Investment Management
Oregon
$600K

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.