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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
KWILP
2226
Kiwi Wealth Investments Limited Partnership
New Zealand
$352K -$242K -3,343 -40%
BSPF
2227
British Steel Pension Fund
United Kingdom
$351K -$253K -3,495 -41%
VLC
2228
Van Leeuwen & Company
New Jersey
$351K
HCA
2229
Horan Capital Advisors
Ohio
$351K +$21.3K +294 +6%
LI
2230
LVZ Inc
Michigan
$351K +$360K +4,976 New
GCM
2231
Grisanti Capital Management
New York
$349K
VAM
2232
Verity Asset Management
North Carolina
$348K -$10.1K -140 -3%
CFS
2233
Cannon Financial Strategists
Georgia
$347K +$24.7K +342 +7%
LFG
2234
Larson Financial Group
Missouri
$347K +$6.51K +90 +2%
UCI
2235
Uncommon Cents Investing
Wisconsin
$347K +$34.3K +475 +11%
MSA
2236
Marino Stram & Associates
Massachusetts
$346K -$1.08K -15 -0.3%
TFA
2237
Toth Financial Advisory
Virginia
$345K -$30.3K -419 -8%
WCM
2238
Wisconsin Capital Management
Wisconsin
$345K -$7.23K -100 -2%
SIA
2239
SeaBridge Investment Advisors
New Jersey
$345K
LRIA
2240
Leonard Rickey Investment Advisors
Washington
$344K +$11.4K +158 +3%
SPI
2241
Santori & Peters Inc
Pennsylvania
$343K -$8.1K -112 -2%
MFT
2242
Moisand Fitzgerald Tamayo
Florida
$343K
LC
2243
Landaas & Company
Wisconsin
$342K -$7.23K -100 -2%
CCM
2244
Copeland Capital Management
Pennsylvania
$342K
PCFFS
2245
Pacific Center for Financial Services
California
$341K
AW
2246
Alpha Windward
Massachusetts
$341K +$289 +4 +0.1%
LCM
2247
Landscape Capital Management
New Jersey
$340K +$348K +4,816 New
SCM
2248
Sterneck Capital Management
Missouri
$338K +$72.3K +1,000 +26%
IFS
2249
Ifrah Financial Services
Arkansas
$337K -$10.3K -142 -3%
CCP
2250
Clarkston Capital Partners
Michigan
$336K

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.