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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
PCM
2401
Princeton Capital Management
New Jersey
$219K -$17.6K -243 -7%
RCAMU
2402
Rothschild & Co Asset Management US
Connecticut
$217K
FPB
2403
First PREMIER Bank
South Dakota
$217K +$20K +277 +10%
HCM
2404
HM Capital Management
Missouri
$216K +$29.8K +412 +16%
WA
2405
WESPAC Advisors
California
$215K -$204K -2,828 -48%
MWM
2406
Marietta Wealth Management
Georgia
$215K -$35.1K -486 -14%
BWM
2407
Biltmore Wealth Management
Arizona
$214K
CWM
2408
CCG Wealth Management
California
$213K -$99.4K -1,374 -31%
PFA
2409
Pinnacle Family Advisors
Missouri
$213K -$48.9K -676 -18%
AA
2410
Altman Advisors
Illinois
$212K
MCC
2411
Malaga Cove Capital
California
$212K
KFA
2412
Kays Financial Advisory
Georgia
$211K -$26.5K -367 -11%
WCWM
2413
Willow Creek Wealth Management
California
$211K -$12.2K -169 -5%
SCA
2414
Strategic Capital Advisers
Colorado
$211K
BJ
2415
Brouwer & Janachowski
California
$210K -$1.45K -20 -0.7%
NCM
2416
Novare Capital Management
North Carolina
$210K
RWM
2417
Reston Wealth Management
Virginia
$208K +$17.4K +240 +9%
WorldQuant Millennium Advisors
2418
WorldQuant Millennium Advisors
New York
$207K +$11.6K +160 +6%
HCM
2419
Highlander Capital Management
New Jersey
$206K -$9.54K -132 -4%
AC
2420
Avenir Corporation
Virginia
$204K
EMB
2421
Elefante Mark B
$203K +$208K +2,871 New
AIM
2422
Advantage Investment Management
Iowa
$202K +$33.6K +464 +19%
BPCE
2423
Bank Pictet & Cie (Europe)
Germany
$201K
WCG
2424
Weaver Consulting Group
California
$201K +$72 +1 +0%
TIM
2425
Tortoise Investment Management
New York
$195K -$31.7K -438 -14%

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.