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
SIC
826
Schwartz Investment Counsel
Michigan
$5.3M
WAM
827
Wealthspire Advisors (Maryland)
Maryland
$5.3M +$324K +4,183 +6%
ACC
828
Accident Compensation Corp
New Zealand
$5.29M -$194K -2,500 -3%
NAMP
829
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.28M +$32.9K +425 +0.6%
CIM
830
Cambria Investment Management
California
$5.28M +$106K +1,369 +2%
TWA
831
TCI Wealth Advisors
Arizona
$5.27M -$479K -6,184 -8%
PTB
832
Pioneer Trust Bank
Oregon
$5.27M +$18.6K +240 +0.4%
DHFB
833
Dixon Hubard Feinour & Brown
Virginia
$5.26M -$69K -891 -1%
Cetera Investment Advisers
834
Cetera Investment Advisers
Illinois
$5.25M +$146K +1,890 +3%
CCM
835
Coldstream Capital Management
Washington
$5.22M -$74.6K -964 -1%
FNT
836
First Nebraska Trust
Nebraska
$5.2M -$130K -1,678 -2%
BFO
837
Biltmore Family Office
North Carolina
$5.2M -$399K -5,151 -7%
TCOT
838
Trust Company of Toledo
Ohio
$5.18M -$301K -3,884 -5%
CWS
839
Cypress Wealth Services
California
$5.18M +$213K +2,748 +4%
AF
840
Advisornet Financial
Minnesota
$5.16M +$378K +4,878 +8%
PCIA
841
Prime Capital Investment Advisors
Kansas
$5.15M +$2.34M +30,260 +82%
WM
842
WS Management
Florida
$5.14M -$349K -4,508 -6%
CFGS
843
Concourse Financial Group Securities
Alabama
$5.13M +$6.97K +90 +0.1%
MRCM
844
M&R Capital Management
New Jersey
$5.12M -$43.2K -558 -0.8%
PA
845
Parallel Advisors
California
$5.11M -$201K -2,593 -4%
BMC
846
Beaton Management Company
Massachusetts
$5.09M -$54.2K -700 -1%
BRCM
847
Bright Rock Capital Management
Massachusetts
$5.09M -$1.01M -13,000 -16%
AI
848
Ariel Investments
Illinois
$5.09M +$852 +11 +0%
CEP
849
Chicago Equity Partners
Illinois
$5.07M -$1.33M -17,180 -21%
FWM
850
Frontier Wealth Management
Missouri
$5.06M -$1.17M -15,166 -19%

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.