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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
SMI
776
Shelter Mutual Insurance
Missouri
$5.86M -$565K -7,300 -9%
BP
777
Ballentine Partners
Massachusetts
$5.86M +$3.59M +46,361 +154%
MCM
778
Monarch Capital Management
Indiana
$5.86M -$51.6K -667 -0.9%
CHC
779
City Holding Co
West Virginia
$5.86M +$30K +387 +0.5%
ACP
780
Ashfield Capital Partners
California
$5.85M -$140K -1,814 -2%
EDRH
781
Edmond de Rothschild Holding
Switzerland
$5.84M -$909K -11,739 -13%
SWM
782
Stockman Wealth Management
Montana
$5.84M +$97.5K +1,259 +2%
MAA
783
Matrix Asset Advisors
New York
$5.83M -$936K -12,087 -14%
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$5.78M +$27.2K +351 +0.5%
AAM
785
Aureus Asset Management
Massachusetts
$5.78M -$343K -4,436 -6%
SS
786
Simplicity Solutions
Minnesota
$5.76M -$9.69M -125,200 -62%
HA
787
Halsey Associates
Connecticut
$5.73M -$5.72M -73,847 -50%
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.73M +$650K +8,392 +13%
EWA
789
Exencial Wealth Advisors
Oklahoma
$5.72M -$133K -1,721 -2%
OPTFSNA
790
Old Point Trust & Financial Services N A
Virginia
$5.7M +$40.6K +525 +0.7%
FNBTCON
791
First National Bank & Trust Co of Newtown
Pennsylvania
$5.7M -$102K -1,318 -2%
MIM
792
Marco Investment Management
Georgia
$5.69M -$95.7K -1,236 -2%
MCM
793
MAI Capital Management
Ohio
$5.69M -$46K -594 -0.8%
CCM
794
Compton Capital Management
Rhode Island
$5.69M -$60.6K -783 -1%
LNC
795
Lincoln National Corp
Pennsylvania
$5.68M +$422K +5,449 +8%
KFS
796
Kurt F. Somerville
$5.59M -$181K -2,335 -3%
NIA
797
Northstar Investment Advisors
Colorado
$5.59M -$303K -3,917 -5%
WAAG
798
Wealth Alliance Advisory Group
Kansas
$5.59M +$1.39K +18 +0%
1832 Asset Management
799
1832 Asset Management
Ontario, Canada
$5.59M +$4.33M +55,931 +286%
MCM
800
Mengis Capital Management
Oregon
$5.56M +$4M +51,630 +246%

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.