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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
RSWM
2101
Robertson Stephens Wealth Management
California
$468K +$479K +6,631 New
HPIA
2102
Hamilton Point Investment Advisors
North Carolina
$465K
SA
2103
Shilanski & Associates
Alaska
$462K -$77.6K -1,073 -14%
SA
2104
Strategic Advisors
New York
$462K +$868 +12 +0.2%
KP
2105
Keel Point
Alabama
$461K -$57.1K -789 -11%
AWM
2106
Affinity Wealth Management
Delaware
$461K -$19.7K -272 -4%
I2I
2107
Insight 2811 Inc
Illinois
$458K +$2.24K +31 +0.5%
RPA
2108
Rock Point Advisors
Vermont
$458K +$13.4K +186 +3%
EIG
2109
Ellenbecker Investment Group
Wisconsin
$457K +$1.45K +20 +0.3%
SFP
2110
Shepherd Financial Partners
Massachusetts
$456K -$199K -2,753 -30%
KFA
2111
Kelleher Financial Advisors
New York
$456K
EBSAM
2112
Eubel Brady & Suttman Asset Management
Ohio
$456K +$795 +11 +0.2%
PFC
2113
Phocas Financial Corp
California
$456K +$10.1K +140 +2%
NEAM
2114
New England Asset Management
Connecticut
$455K
BHWM
2115
Bay Harbor Wealth Management
Maryland
$454K +$70.3K +972 +17%
PFO
2116
Pathstone Family Office
New Jersey
$450K -$925K -12,790 -67%
FSC
2117
Full Sail Capital
Oklahoma
$450K -$260K -3,597 -35%
DSAM
2118
Dock Street Asset Management
Florida
$450K
ACP
2119
Aveo Capital Partners
Colorado
$450K +$16.6K +229 +4%
SIM
2120
SSI Investment Management
California
$449K -$506 -7 -0.1%
ABP
2121
Arthur B. Page
$449K
AM
2122
Atwater Malick
Pennsylvania
$448K
QCIG
2123
Quad-Cities Investment Group
Iowa
$447K -$4.34K -60 -0.9%
ACM
2124
AlphaStar Capital Management
North Carolina
$447K +$102K +1,411 +29%
PS
2125
Portfolio Solutions
Michigan
$447K +$104K +1,436 +29%

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.