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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
CAL
2201
Capital Analysts LLC
Pennsylvania
$370K -$22K -304 -5%
AL
2202
Arnhold LLC
New York
$369K
RBFC
2203
Roman Butler Fullerton & Co
Missouri
$368K -$34.9K -483 -8%
SIA
2204
Starfire Investment Advisers
Michigan
$368K -$145 -2 -0%
GC
2205
Gilbert & Cook
Iowa
$368K +$16.4K +227 +5%
BC
2206
Bruce & Co
Illinois
$366K
SIAS
2207
Shine Investment Advisory Services
Colorado
$366K +$3.4K +47 +0.9%
LB
2208
Landmark Bank
Missouri
$365K +$4.27K +59 +1%
OSNBOA
2209
Old Second National Bank of Aurora
Illinois
$364K -$245K -3,390 -40%
AWM
2210
Apollon Wealth Management
South Carolina
$362K +$72.2K +998 +24%
BFPW
2211
BOK Financial Private Wealth
Colorado
$361K -$11.6K -160 -3%
RPGK
2212
Retirement Planning Group (Kansas)
Kansas
$361K
TP
2213
Tranquility Partners
Tennessee
$361K +$1.74K +24 +0.5%
AMG
2214
Asset Management Group
Connecticut
$361K +$4.41K +61 +1%
JCM
2215
Jag Capital Management
Missouri
$360K -$77.7K -1,074 -17%
CAN
2216
Claraphi Advisory Network
United States
$359K -$42.5K -588 -10%
RI
2217
Ridgewood Investments
New Jersey
$359K -$5.42K -75 -1%
WGA
2218
Weather Gauge Advisory
Virginia
$359K +$145 +2 +0%
EFL
2219
ERn Financial LLC
Wisconsin
$357K +$1.3K +18 +0.4%
EAMA
2220
EFG Asset Management (Americas)
Florida
$357K +$156K +2,157 +77%
PFM
2221
Peak Financial Management
Massachusetts
$356K -$14.5K -200 -4%
SHJ
2222
Sharkey, Howes & Javer
Colorado
$356K
NWM
2223
Northwest Wealth Management
Iowa
$354K -$2.75K -38 -0.8%
SCM
2224
Sitrin Capital Management
California
$353K
ORI
2225
Oak Ridge Investments
Illinois
$353K +$137K +1,891 +61%

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.