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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
ST
2451
Sageworth Trust
Pennsylvania
$110K -$38.5K -533 -26%
CII
2452
Capital International Inc
California
$106K +$108K +1,495 New
FFW
2453
Fusion Family Wealth
New York
$104K -$446K -6,168 -81%
HCM
2454
Horrell Capital Management
Arkansas
$103K
JWBC
2455
John W. Bristol & Co
New York
$102K
FGAM
2456
Financial Gravity Asset Management
Texas
$100K +$2.1K +29 +2%
MS
2457
Mizuho Securities
Japan
$99K -$7.23K -100 -7%
GWA
2458
Guidant Wealth Advisors
Illinois
$97K
LWM
2459
Lenox Wealth Management
Ohio
$97K +$217 +3 +0.2%
MIM
2460
Macroview Investment Management
Maryland
$96K
CFG
2461
CKW Financial Group
Hawaii
$92K
NCM
2462
Next Capital Management
New York
$91K -$64.5K -892 -41%
LWS
2463
Lucia Wealth Services
California
$91K -$25.6K -354 -22%
BAM
2464
Baldrige Asset Management
Pennsylvania
$91K +$92.8K +1,283 New
FEM
2465
Fulcrum Equity Management
Texas
$90K +$92K +1,272 New
AFIA
2466
America First Investment Advisors
Nebraska
$83K
HH
2467
HWG Holdings
Texas
$83K +$5.35K +74 +7%
HWM
2468
Holloway Wealth Management
Florida
$79K
CC
2469
Colrain Capital
Massachusetts
$76K
HI
2470
Human Investing
Oregon
$72K
ACA
2471
Atlas Capital Advisors
Wyoming
$71.1K +$10.8K +150 +18%
DP
2472
Denver PWM
Colorado
$70.8K +$73.2K +1,012 New
BCM
2473
Bourgeon Capital Management
Connecticut
$69K +$70.5K +975 New
EI
2474
Ellevest Inc
New York
$68K -$7.74K -107 -10%
BIMC
2475
Benson Investment Management Company
Virginia
$68K

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.