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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
BWM
2076
BigSur Wealth Management
Florida
$496K +$145K +2,000 +40%
DPI
2077
Diversified Portfolios Inc
Michigan
$493K +$223K +3,083 +79%
WFWM
2078
Wechter Feldman Wealth Management
New Jersey
$492K -$32.3K -447 -6%
SFWC
2079
Strategic Family Wealth Counselors
New Jersey
$492K -$2.39K -33 -0.5%
GWCM
2080
Godshalk Welsh Capital Management
Pennsylvania
$492K
HFA
2081
Huber Financial Advisors
Illinois
$492K +$20.2K +280 +4%
WP
2082
WealthShield Partners
North Carolina
$491K +$37.7K +522 +8%
RWA
2083
Redhawk Wealth Advisors
Minnesota
$489K +$158K +2,182 +46%
SMFS
2084
Squar Milner Financial Services
California
$489K +$611K +8,451 +146%
MIH
2085
Meitav Investment House
Israel
$485K +$141K +1,952 +40%
BRA
2086
Biechele Royce Advisors
Indiana
$484K -$111K -1,530 -18%
FA
2087
Financial Advantage
Maryland
$484K
IWA
2088
Intercontinental Wealth Advisors
Texas
$484K +$506 +7 +0.1%
TLP
2089
Trinity Legacy Partners
Texas
$484K +$14K +194 +3%
CBT
2090
Central Bank & Trust
Kentucky
$484K +$35.6K +493 +8%
CWM
2091
Circle Wealth Management
New Jersey
$484K +$78.4K +1,084 +19%
EWM
2092
Executive Wealth Management
Michigan
$483K -$222K -3,073 -31%
TF
2093
Trek Financial
Arizona
$482K -$76.1K -1,053 -13%
WA
2094
Wambolt & Associates
Colorado
$480K +$3.25K +45 +0.7%
LFG
2095
LifePlan Financial Group
Ohio
$480K +$30.1K +416 +7%
GM
2096
GeoWealth Management
Illinois
$480K +$491K +6,792 New
MCM
2097
Marathon Capital Management
Maryland
$479K -$15.6K -216 -3%
P
2098
&Partners
Tennessee
$476K -$4.34K -60 -0.9%
CWM
2099
Cahaba Wealth Management
Georgia
$472K -$2.53K -35 -0.5%
DIM
2100
DC Investments Management
Virginia
$470K -$8.46K -117 -2%

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.