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
AWM
2001
AllSquare Wealth Management
New York
$599K -$94K -1,300 -13%
CW
2002
CreativeOne Wealth
Kansas
$599K -$16.3K -225 -3%
CCM
2003
Carlson Capital Management
Minnesota
$599K +$12.4K +172 +2%
NCM
2004
Northside Capital Management
Oregon
$598K +$105K +1,454 +21%
SSW
2005
Smith Shellnut Wilson
Mississippi
$596K +$63.7K +881 +12%
MAA
2006
Mraz Amerine & Associates
California
$593K
TFO
2007
Tarbox Family Office
California
$592K -$1.37K -19 -0.2%
RIS
2008
Retirement Income Solutions
Michigan
$587K +$50.2K +694 +9%
WIP
2009
Wellesley Investment Partners
Massachusetts
$586K +$64.3K +889 +12%
GAM
2010
Garrison Asset Management
Arkansas
$585K +$145 +2 +0%
WPA
2011
West Paces Advisors
Georgia
$584K +$8.1K +112 +1%
DC
2012
DeDora Capital
California
$583K +$18.1K +251 +3%
FSWA
2013
Financial Synergies Wealth Advisors
Texas
$582K +$3.11K +43 +0.5%
KPCM
2014
Kings Point Capital Management
New York
$581K +$56.8K +785 +11%
BCIM
2015
Bishop & Co Investment Management
Pennsylvania
$580K
RA
2016
Rational Advisors
New York
$579K -$60K -830 -9%
ZF
2017
Zhang Financial
Michigan
$578K -$21.7K -300 -4%
WC
2018
Whitney & Co
New York
$578K +$39.8K +550 +7%
PFM
2019
Probabilities Fund Management
New York
$575K
VRM
2020
Vectors Research Management
New York
$575K
FDCC
2021
Foster Dykema Cabot & Co
Massachusetts
$574K -$65.9K -912 -10%
PD
2022
Planning Directions
Pennsylvania
$571K -$58.4K -807 -9%
JLBC
2023
J.L. Bainbridge & Co
Florida
$570K -$38.3K -529 -6%
SC
2024
Sepio Capital
Utah
$570K +$92.6K +1,281 +18%
PP
2025
Pegasus Partners
Wisconsin
$568K -$844K -11,676 -59%

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.