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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
GSIS
2251
Global Strategic Investment Solutions
Arizona
$335K +$651 +9 +0.2%
FI
2252
Financial Insights
Washington
$335K +$3.9K +54 +1%
RVPG
2253
Relative Value Partners Group
$334K +$17.5K +242 +5%
GAM
2254
Gemmer Asset Management
California
$333K +$87.9K +1,215 +35%
1NWS
2255
1 North Wealth Services
Maryland
$332K +$340K +4,700 New
RHFI
2256
Reilly Herbert Faulkner III
$331K -$868 -12 -0.3%
FLA
2257
Financial Life Advisors
Texas
$330K
DAM
2258
Deltec Asset Management
New York
$329K
BCA
2259
Berman Capital Advisors
Georgia
$328K -$64.6K -894 -16%
PCMC
2260
Paragon Capital Management (Colorado)
Colorado
$328K -$4.92K -68 -1%
EWA
2261
ERTS Wealth Advisors
Michigan
$327K +$17.5K +242 +6%
PWAC
2262
Private Wealth Advisors (California)
California
$326K +$7.3K +101 +2%
AWA
2263
Acorn Wealth Advisors
Michigan
$325K +$38.9K +538 +13%
RWMH
2264
Riverpoint Wealth Management Holdings
Illinois
$324K +$2.02K +28 +0.6%
RIM
2265
Redwood Investment Management
Arizona
$324K +$332K +4,586 New
TVAMP
2266
Tennessee Valley Asset Management Partners
Tennessee
$323K -$78.4K -1,084 -19%
SRC
2267
Stone Run Capital
New York
$323K
EVC
2268
Eidelman Virant Capital
Missouri
$322K
CGA
2269
Crescent Grove Advisors
Illinois
$321K +$723 +10 +0.2%
DI
2270
Diligent Investors
California
$321K +$20.2K +280 +7%
GWAG
2271
Garrett Wealth Advisory Group
Texas
$321K +$940 +13 +0.3%
CA
2272
Centerpoint Advisors
Massachusetts
$319K
ACM
2273
Alethea Capital Management
Washington
$318K
NBG
2274
Nancy B. Gardiner
$318K
PK
2275
Pflug Koory
Nebraska
$318K

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.