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
TC
2051
TAP Consulting
Missouri
$525K +$537K +7,429 New
LSAG
2052
Lake Street Advisors Group
New Hampshire
$523K -$102K -1,405 -15%
PCMK
2053
Paragon Capital Management (Kansas)
Kansas
$523K
JSL
2054
JT Stratford LLC
Georgia
$523K +$227K +3,140 +74%
KFS
2055
Kelly Financial Services
Massachusetts
$522K -$36.9K -510 -6%
FBFS
2056
First Business Financial Services
Wisconsin
$522K +$23.5K +325 +5%
PI
2057
PFS Investments
Georgia
$521K +$266K +3,673 +99%
HFP
2058
Holistic Financial Partners
Indiana
$520K +$97.9K +1,354 +23%
CAM
2059
Concorde Asset Management
Michigan
$519K -$46.9K -649 -8%
CL
2060
CIM LLC
New York
$518K +$65.8K +910 +14%
RGIA
2061
Rainier Group Investment Advisory
Washington
$517K -$364K -5,029 -41%
MVA
2062
Mount Vernon Associates
Maryland
$517K
WMC
2063
Westwood Management Corporation
Illinois
$516K
MAS
2064
Managed Account Services
Florida
$515K +$72 +1 +0%
MSFP
2065
Mark Sheptoff Financial Planning
Connecticut
$512K -$122K -1,684 -19%
ACM
2066
Ategra Capital Management
Virginia
$511K +$192K +2,656 +58%
AIC
2067
Archer Investment Corporation
Indiana
$511K -$377K -5,215 -42%
MIFH
2068
Migdal Insurance & Financial Holdings
Israel
$510K +$138K +1,915 +36%
WSC
2069
Wellington Shields & Co
New York
$505K -$2.58M -35,621 -83%
CMANY
2070
Capital Management Associates (New York)
New York
$505K -$86.8K -1,200 -14%
PWM
2071
Paulson Wealth Management
Illinois
$504K +$46.4K +641 +10%
MPPLM
2072
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$503K -$8.97K -124 -2%
PWPS
2073
Pinnacle Wealth Planning Services
Ohio
$501K -$57.8K -799 -10%
SCM
2074
Smith Capital Management
Arkansas
$499K +$30.1K +416 +6%
PS
2075
Portfolio Strategies
New York
$499K +$511K +7,069 New

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.