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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
DT
1001
Diversified Trust
Tennessee
$3.73M -$138K -1,785 -4%
SFWA
1002
Summit Financial Wealth Advisors
Louisiana
$3.7M +$7.74K +100 +0.2%
BCA
1003
Biltmore Capital Advisors
New Jersey
$3.7M +$3.02K +39 +0.1%
HIC
1004
Holderness Investments Company
North Carolina
$3.7M -$26.9K -347 -0.7%
AIC
1005
Argus Investors Counsel
New York
$3.7M -$54.2K -700 -1%
MCM
1006
Maple Capital Management
Vermont
$3.69M -$46.7K -603 -1%
UTC
1007
Unified Trust Company
Kentucky
$3.68M +$68.4K +884 +2%
CIM
1008
CenturyLink Investment Management
Colorado
$3.68M
FM
1009
Foster & Motley
Ohio
$3.66M +$56.4K +729 +2%
SMC
1010
Smith, Moore & Co
Missouri
$3.65M -$206K -2,655 -5%
AI
1011
Atria Investments
North Carolina
$3.65M +$1.66M +21,504 +68%
TSWM
1012
Triangle Securities Wealth Management
North Carolina
$3.63M -$29.4K -380 -0.8%
PL
1013
Plancorp LLC
Missouri
$3.63M -$636K -8,217 -15%
LBD
1014
Landsberg Bennett & Dubbaneh
Florida
$3.62M -$128K -1,648 -3%
TYCC
1015
Texas Yale Capital Corp
Florida
$3.61M -$3.65M -47,181 -50%
FFWA
1016
FRG Family Wealth Advisors
Washington
$3.61M -$20.9K -270 -0.6%
GA
1017
GFS Advisors
Texas
$3.61M +$60K +775 +2%
Millennium Management
1018
Millennium Management
New York
$3.6M +$3.64M +47,049 New
TI
1019
Truehand Inc
New Hampshire
$3.6M -$2.71K -35 -0.1%
ECM
1020
ETrade Capital Management
Virginia
$3.6M +$365K +4,712 +11%
IEFM
1021
IQ EQ Fund Management
Ireland
$3.6M +$3.63M +46,918 New
SWM
1022
Segment Wealth Management
Texas
$3.58M -$217K -2,809 -6%
ACM
1023
Allred Capital Management
Texas
$3.58M +$3.02K +39 +0.1%
PAI
1024
Pittenger & Anderson Inc
Nebraska
$3.58M -$1.94K -25 -0.1%
MPIA
1025
Mountain Pacific Investment Advisers
Idaho
$3.58M +$36.4K +470 +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.