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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
ECM
2276
Elgethun Capital Management
South Dakota
$317K +$97.8K +1,352 +43%
PA
2277
PFW Advisors
Georgia
$317K +$196K +2,704 New
OBWP
2278
O'Brien Wealth Partners
Massachusetts
$316K -$51.4K -711 -14%
BLAM
2279
Bourne Lent Asset Management
New York
$316K
S
2280
SimplyRich
California
$316K
VSWA
2281
Vontobel Swiss Wealth Advisors
Switzerland
$315K -$273K -3,774 -46%
BCM
2282
Brasada Capital Management
Texas
$315K -$17.9K -248 -5%
ZIG
2283
Zuckerman Investment Group
Illinois
$312K +$6.07K +84 +2%
RPG
2284
Resource Planning Group
Georgia
$311K -$5.35K -74 -2%
PFC
2285
Poplar Forest Capital
California
$310K
FCT
2286
Family Capital Trust
Massachusetts
$309K
AWA
2287
AmeriServ Wealth Advisors
Pennsylvania
$309K +$5.21K +72 +2%
VCP
2288
Vista Capital Partners
Oregon
$308K +$54.1K +748 +21%
SCM
2289
Silvant Capital Management
Georgia
$307K -$69.3K -958 -18%
HP
2290
HT Partners
Connecticut
$305K -$64.8K -896 -17%
TCM
2291
TD Capital Management
Tennessee
$304K -$40.9K -566 -12%
PI
2292
PHH Investments
Texas
$304K +$311K +4,299 New
CWM
2293
Confluence Wealth Management
Oregon
$303K -$53.7K -742 -15%
JAFL
2294
Jay A. Fishman Ltd
Michigan
$302K -$28.9K -400 -9%
RW
2295
REDW Wealth
New Mexico
$302K -$82.9K -1,147 -21%
UWPG
2296
Ullmann Wealth Partners Group
Florida
$302K +$17.7K +245 +6%
DA
2297
DSC Advisors
Illinois
$302K +$39.6K +548 +15%
TWM
2298
Tanglewood Wealth Management
Texas
$302K +$309K +4,273 New
CEI
2299
Clark Estates Inc
New York
$301K
OIM
2300
Orca Investment Management
Oregon
$301K +$651 +9 +0.2%

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.