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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
SA
2426
SRH Advisors
Kansas
$190K
SL
2427
Salomon & Ludwin
Virginia
$188K
VIM
2428
Veritas Investment Management
United Kingdom
$186K
LWA
2429
Lowe Wealth Advisors
Maryland
$185K -$17.2K -238 -8%
AA
2430
AlphaMark Advisors
Kentucky
$183K +$434 +6 +0.2%
BC
2431
Barnett & Company
Tennessee
$171K
CAM
2432
ClariVest Asset Management
California
$170K
RBC
2433
Roble Belko & Company
Pennsylvania
$169K
KBFS
2434
Kohmann Bosshard Financial Services
Ohio
$169K +$173K +2,393 New
CWM
2435
Cranbrook Wealth Management
Michigan
$167K +$8.24K +114 +5%
SAS
2436
Stelac Advisory Services
New York
$158K +$161K +2,230 New
PWP
2437
Personal Wealth Partners
Minnesota
$156K -$2.89K -40 -2%
BL
2438
Balentine LLC
Georgia
$151K +$70.1K +970 +83%
RCA
2439
Ranch Capital Advisors
Florida
$151K +$154K +2,135 New
BEI
2440
Benjamin Edwards Inc
Missouri
$150K +$20.6K +285 +15%
DRS
2441
Deane Retirement Strategies
Louisiana
$149K
GT
2442
Glenmede Trust
Pennsylvania
$148K -$11.8M -163,811 -7%
CAGAS
2443
Capital Advisory Group Advisory Services
Minnesota
$146K -$9.04K -125 -6%
NPP
2444
New Potomac Partners
Maryland
$133K -$5.42K -75 -4%
JWM
2445
Janiczek Wealth Management
Colorado
$126K
BAMG
2446
Brand Asset Management Group
Missouri
$126K +$145 +2 +0.1%
ME
2447
McIlrath & Eck
Washington
$121K -$1.59K -22 -1%
AJ
2448
Ashburton (Jersey)
Jersey
$119K
FEG
2449
Financial Enhancement Group
Indiana
$117K -$36.2K -500 -23%
RTC
2450
Riverview Trust Company
Washington
$114K -$25.3K -350 -18%

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.