We are live on ! Find out more
XOM icon

ExxonMobil

2,533 hedge funds and large institutions have $181B invested in ExxonMobil in 2019 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 979 increasing their positions, 1,207 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 75

4% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $1.91B

0.05% less ownership

Funds ownership: 55.81%55.76% (-0.05%)

1% less funds holding

Funds holding: 2,5592,533 (-26)

5% less capital invested

Capital invested by funds: $191B → $181B (-$10.1B)

19% less repeat investments, than reductions

Existing positions increased: 979 | Existing positions reduced: 1,207

20% less funds holding in top 10

Funds holding in top 10: 333266 (-67)

Holders
2,533
Holders Change
-26
Holders Change %
-1.02%
% of All Funds
55.01%
Holding in Top 10
266
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-20.12%
% of All Funds
5.78%
New
84
Increased
979
Reduced
1,207
Closed
75
Calls
$1.99B
Puts
$1.91B
Net Calls
+$83.2M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2501
Marquette Asset Management
Minnesota
$33K
RCC
2502
Red Cedar Capital
Nebraska
$31K
UB
2503
UMB Bank
Missouri
$30.4K -$572K -7,390 -2%
KFA
2504
Krane Funds Advisors
New York
$26K +$26.2K +338 New
SQA
2505
Simon Quick Advisors
New Jersey
$25.6K +$14.2K +183 +121%
TVWM
2506
Tower View Wealth Management
Wisconsin
$24K +$155 +2 +0.6%
OAJ
2507
Ogorek Anthony Joseph
New York
$18K
BCMIO
2508
Beacon Capital Management Inc (Ohio)
Ohio
$15K +$77 +1 +0.5%
NIM
2509
NuWave Investment Management
New Jersey
$14K +$8.9K +115 +177%
MWM
2510
Merriman Wealth Management
Washington
$12.7K -$125K -1,621 -9%
RWG
2511
Regal Wealth Group
California
$10K
EAM
2512
Eukles Asset Management
Ohio
$10K +$2.71K +35 +39%
TJHA
2513
Thomas J. Herzfeld Advisors
Florida
$6K
BRWM
2514
B. Riley Wealth Management
Tennessee
$5.68K +$3.55M +45,836 +162%
GI
2515
GS Investments
Minnesota
$5.39K
CT
2516
Chicago Trust
Illinois
$4.39K -$593K -7,659 -12%
CPIA
2517
Cornell Pochily Investment Advisors
New York
$4.29K +$764K +9,867 +21%
MUS
2518
Mitsubishi UFJ Securities
Japan
$4K -$82.1K -1,060 -95%
DWA
2519
Dougherty Wealth Advisers
Minnesota
$4K
JAM
2520
JCIC Asset Management
Ontario, Canada
$4K
HHAA
2521
Henry H. Armstrong Associates
Pennsylvania
$3.5K +$149K +1,928 +4%
MWM
2522
Meridian Wealth Management
Kentucky
$3.01K +$2.09K +27 +0.7%
TCA
2523
Tortoise Capital Advisors
Kansas
$3K
PC
2524
Permanens Capital
New York
$3K +$3.17K +41 New
LM
2525
Lincluden Management
Ontario, Canada
$2.46K +$2.32K +30 +0.1%

XOM Hedge Fund Activity: Q2 2019 in Review

2,533 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q2 2019, worth a combined $181B — down 5.3% from $191B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new XOM positions and 75 closed out — a net gain of 9 holders — while 979 added to existing stakes and 1,207 trimmed.

The largest buyer was Nuveen, adding an estimated $1.72B. The largest seller was State Street, cutting an estimated $287M.

  • 2,533 institutional investors held ExxonMobil (XOM) as of Q2 2019, down from 2,559 in Q1 2019.
  • Funds reported $181B of ExxonMobil stock for Q2 2019, down 5.3% quarter-over-quarter.
  • 84 funds opened new ExxonMobil positions in Q2 2019 and 75 closed out, a net change of +9 holders.
  • The largest ExxonMobil buyer in Q2 2019 was Nuveen, an estimated $1.72B added.
  • The largest ExxonMobil seller in Q2 2019 was State Street, an estimated $287M sold.

Based on aggregated 13F filings for Q2 2019.