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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
FMW
401
Farr Miller & Washington
District of Columbia
$18.7M -$113K -1,465 -0.6%
ACM
402
Azimuth Capital Management
Michigan
$18.4M -$205K -2,652 -1%
CA
403
Cullinan Associates
Kentucky
$18.4M -$497K -6,418 -3%
EWA
404
EP Wealth Advisors
California
$18.3M +$790K +10,203 +4%
VWM
405
Valley Wealth Managers
New Jersey
$18.2M +$1.6M +20,629 +9%
NAMA
406
Nikko Asset Management Americas
New York
$18.2M -$2.59M -33,401 -12%
CCM
407
Cullen Capital Management
New York
$18.1M -$30.2M -390,610 -62%
SCI
408
S&CO Inc
Massachusetts
$18M +$69.8K +902 +0.4%
PA
409
Pinnacle Associates
New York
$18M +$146K +1,880 +0.8%
RJT
410
Raymond James Trust
Florida
$17.9M +$311K +4,022 +2%
GIM
411
Goelzer Investment Management
Indiana
$17.9M +$35.6K +460 +0.2%
GJIC
412
Gamble Jones Investment Counsel
California
$17.9M -$140K -1,806 -0.8%
TAM
413
Tiverton Asset Management
Delaware
$17.8M +$6.5M +83,950 +56%
SRC
414
Shufro Rose & Co
New York
$17.7M +$605K +7,811 +3%
SW
415
SVB Wealth
Massachusetts
$17.6M -$852K -11,007 -5%
BHWM
416
Bar Harbor Wealth Management
New Hampshire
$17.5M -$223K -2,880 -1%
CIM
417
Confluence Investment Management
Missouri
$17.5M +$851K +10,988 +5%
SCM
418
Shelton Capital Management
Colorado
$17.2M +$16M +206,879 +1,139%
Flossbach Von Storch
419
Flossbach Von Storch
Germany
$17.2M -$4.61M -59,590 -21%
ATC
420
Argent Trust Co
Tennessee
$17.1M -$219K -2,828 -1%
WCM
421
Wedge Capital Management
North Carolina
$17.1M +$182K +2,350 +1%
Natixis Advisors
422
Natixis Advisors
Massachusetts
$17M +$3.61M +46,651 +27%
EWM
423
Evercore Wealth Management
New York
$16.9M +$121K +1,565 +0.7%
SIM
424
Sentry Investment Management
Wisconsin
$16.9M -$2.77M -35,827 -14%
RMA
425
Roffman Miller Associates
Pennsylvania
$16.8M +$235K +3,041 +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.