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
PWMG
1151
Prestige Wealth Management Group
New Jersey
$2.91M +$4.64K +60 +0.2%
VC
1152
Vestor Capital
Illinois
$2.91M -$70K -904 -2%
NGA
1153
Naples Global Advisors
Florida
$2.9M +$23.6K +305 +0.8%
BCM
1154
Boltwood Capital Management
California
$2.89M +$18.7K +241 +0.6%
SCM
1155
Stellar Capital Management
Arizona
$2.89M
PWM
1156
Perigon Wealth Management
California
$2.88M -$51K -659 -2%
HAM
1157
Highstreet Asset Management
Ontario, Canada
$2.88M -$894K -11,547 -23%
AF
1158
Aldebaran Financial
$2.88M -$45.4K -587 -2%
AW
1159
ACG Wealth
Georgia
$2.88M +$85.2K +1,101 +3%
EP
1160
Edgestream Partners
New Jersey
$2.88M +$1.96M +25,337 +207%
CCM
1161
Condor Capital Management
New Jersey
$2.86M +$36.8K +476 +1%
KCPG
1162
Kavar Capital Partners Group
Kansas
$2.81M +$15.3K +198 +0.5%
MGIA
1163
Matthew Goff Investment Advisor
Texas
$2.81M -$35.5K -459 -1%
LOAMS
1164
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.81M -$377K -4,867 -12%
CRIG
1165
Charter Research & Investment Group
Connecticut
$2.8M -$37.9K -490 -1%
HCM
1166
Hengehold Capital Management
Ohio
$2.8M +$230K +2,970 +9%
SCM
1167
Schnieders Capital Management
California
$2.8M +$214K +2,762 +8%
Lido Advisors
1168
Lido Advisors
California
$2.8M -$545K -7,046 -16%
RIM
1169
Rampart Investment Management
Connecticut
$2.79M -$149K -1,921 -5%
RWM
1170
Rench Wealth Management
Texas
$2.79M +$46.6K +602 +2%
VAS
1171
Vestmark Advisory Solutions
Massachusetts
$2.78M +$32.7K +423 +1%
LJAC
1172
L.J. Altfest & Co
New York
$2.77M +$18.9K +244 +0.7%
AIP
1173
Almanack Investment Partners
Pennsylvania
$2.77M +$18K +232 +0.6%
LWANC
1174
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.77M +$8.28K +107 +0.3%
OMC
1175
Overbrook Management Corp
New York
$2.76M +$8.44K +109 +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.