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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
CFMC
801
Curbstone Financial Management Corp
New Hampshire
$5.51M +$51.4K +664 +0.9%
JMH
802
J.M. Hartwell
New York
$5.5M -$77.4K -1,000 -1%
RB
803
Rodgers Brothers
Pennsylvania
$5.5M +$62.8K +811 +1%
VC
804
Vicus Capital
Pennsylvania
$5.5M -$3.45M -44,504 -38%
STMM
805
South Texas Money Management
Texas
$5.49M +$35.3K +456 +0.6%
IRF
806
IBM Retirement Fund
New York
$5.48M +$83.7K +1,081 +2%
IFAM
807
Institutional & Family Asset Management
Colorado
$5.48M -$178K -2,303 -3%
WWM
808
Willingdon Wealth Management
North Carolina
$5.48M +$156K +2,019 +3%
LIM
809
Leavell Investment Management
Alabama
$5.45M -$65.6K -848 -1%
III
810
Independent Investors Inc
New York
$5.43M -$108K -1,400 -2%
GLA
811
Great Lakes Advisors
Illinois
$5.42M -$196K -2,529 -3%
MIA
812
MainStreet Investment Advisors
Illinois
$5.42M +$118K +1,520 +2%
SWM
813
SVA Wealth Management
Wisconsin
$5.38M -$428K -5,531 -7%
DA
814
Duality Advisers
Florida
$5.37M +$571K +7,370 +12%
NSEDCP
815
NJ State Employees Deferred Compensation Plan
New Jersey
$5.36M
LA
816
LVW Advisors
New York
$5.36M +$113K +1,454 +2%
CIC
817
Cornercap Investment Counsel
Georgia
$5.36M -$166K -2,138 -3%
DWT
818
Dorsey & Whitney Trust
South Dakota
$5.35M -$421K -5,438 -7%
BWP
819
Baldwin Wealth Partners
Massachusetts
$5.34M -$988K -12,767 -15%
N
820
Natixis
France
$5.34M +$3.41M +44,016 +171%
HFS
821
Haverford Financial Services
Pennsylvania
$5.34M -$15.6K -202 -0.3%
JWM
822
JGP Wealth Management
Oregon
$5.33M +$151K +1,951 +3%
WP
823
WMS Partners
Maryland
$5.32M -$207K -2,676 -4%
GWS
824
Glassman Wealth Services
Virginia
$5.32M -$340K -4,390 -6%
GBT
825
Grove Bank & Trust
Florida
$5.31M +$54.2K +700 +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.