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
WSTAM
751
Wilbanks Smith & Thomas Asset Management
Virginia
$6.3M -$88.9K -1,148 -1%
Carson Wealth (CWM LLC)
752
Carson Wealth (CWM LLC)
Nebraska
$6.27M
PTC
753
Private Trust Company
Ohio
$6.27M -$609K -7,861 -9%
AT
754
Arden Trust
Delaware
$6.26M -$495K -6,396 -7%
SPC
755
Sigma Planning Corp
Michigan
$6.24M -$5.81K -75 -0.1%
AA
756
Ancora Advisors
Ohio
$6.24M -$6.47M -83,524 -51%
RP
757
Rowlandmiller & Partners
Georgia
$6.24M -$42.5K -549 -0.7%
SC
758
Searle & Co
Connecticut
$6.23M -$519K -6,700 -8%
SOAMC
759
Spirit of America Management Corp
New York
$6.17M +$510K +6,585 +9%
HL
760
HeadInvest LLC
Maine
$6.16M -$81.3K -1,050 -1%
SIM
761
Sonora Investment Management
Arizona
$6.13M +$699K +9,024 +13%
NP
762
NS Partners
United Kingdom
$6.12M +$153K +1,970 +3%
BII
763
Bainco International Investors
Massachusetts
$6.08M -$122K -1,581 -2%
WCF
764
West Coast Financial
California
$6.08M +$60K +775 +1%
FCBT
765
First Citizens Bank & Trust
North Carolina
$6.07M +$404K +5,214 +7%
HCMNY
766
Howard Capital Management (New York)
New York
$6.07M -$196K -2,536 -3%
CCMINC
767
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.06M -$18.8K -243 -0.3%
BWM
768
Buckley Wealth Management
Nevada
$6.05M -$272K -3,520 -4%
ECG
769
Edge Capital Group
Georgia
$6.04M +$276K +3,559 +5%
LI
770
Lafayette Investments
Maryland
$6.03M -$5.26K -68 -0.1%
NCM
771
Narwhal Capital Management
Georgia
$5.99M +$399K +5,152 +7%
NA
772
NewEdge Advisors
Louisiana
$5.95M -$315K -4,069 -5%
PPCM
773
Pillar Pacific Capital Management
California
$5.93M -$34.8K -449 -0.6%
AIM
774
Anchor Investment Management
South Carolina
$5.91M +$169K +2,183 +3%
GSBTD
775
Glenview State Bank Trust Department
Illinois
$5.86M -$17.4K -225 -0.3%

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.