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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
NIMC
2301
NWQ Investment Management Company
California
$300K
ZAM
2302
Zevin Asset Management
Massachusetts
$299K -$10.7K -148 -3%
CA
2303
Continuum Advisory
Idaho
$297K +$104K +1,445 +50%
CG
2304
Cynosure Group
Utah
$296K -$107K -1,483 -26%
AAM
2305
American Asset Management
Florida
$296K
IDA
2306
Intelligence Driven Advisers
California
$295K -$29.2K -404 -9%
CHA
2307
Cooper/Haims Advisors
New York
$294K -$5.5K -76 -2%
KM
2308
Kalos Management
Georgia
$293K -$25.8K -357 -8%
AWM
2309
Arbor Wealth Management
Florida
$292K -$8.97K -124 -3%
LD
2310
Lipe & Dalton
New York
$290K -$102K -1,414 -26%
NA
2311
Nottingham Advisors
New York
$290K
AIP
2312
ARS Investment Partners
New York
$288K -$57.8K -800 -16%
GKIM
2313
GW&K Investment Management
Massachusetts
$288K
RCA
2314
Rowland Carmichael Advisors
Arizona
$287K -$336K -4,641 -53%
PCM
2315
Poehling Capital Management
Wisconsin
$287K
SCA
2316
Stillwater Capital Advisors
Pennsylvania
$285K -$6.69M -92,469 -96%
CWM
2317
Capital Wealth Management
Rhode Island
$285K -$23.9K -331 -8%
EGWAG
2318
Elwood & Goetz Wealth Advisory Group
Georgia
$284K
WLIM
2319
White Lighthouse Investment Management
Massachusetts
$283K -$41.2K -570 -12%
NQWM
2320
Northwest Quadrant Wealth Management
Oregon
$282K -$4.77K -66 -2%
DA
2321
Dillon & Associates
Michigan
$282K
NED
2322
Nancy E. Dempze
$279K -$136K -1,880 -32%
B
2323
Bridgeworth
Alabama
$279K -$42.6K -589 -13%
SMG
2324
Smart Money Group
Texas
$277K -$31.4K -434 -10%
MWM
2325
Meridian Wealth Management
Kentucky
$277K -$1.23K -17 -0.4%

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.