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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
AWM
1326
Avior Wealth Management
Nebraska
$2.17M +$298K +3,856 +16%
BHC
1327
Bowen Hanes & Co
Florida
$2.17M -$477K -6,165 -18%
PCM
1328
Palisade Capital Management
New Jersey
$2.17M -$46.1K -596 -2%
FAG
1329
Financial Advisory Group
Texas
$2.17M +$447K +5,779 +25%
APG
1330
Abacus Planning Group
South Carolina
$2.17M -$24K -310 -1%
BG
1331
Bollard Group
Massachusetts
$2.17M +$2.71K +35 +0.1%
B
1332
Bailard
California
$2.16M +$4.03K +52 +0.2%
NL
1333
NWAM LLC
Washington
$2.16M -$94.3K -1,218 -4%
AIIMS
1334
Analyst IMS Investment Management Services
Israel
$2.16M
VWA
1335
V Wealth Advisors
Kansas
$2.15M +$121K +1,558 +6%
MPAM
1336
Murphy Pohlad Asset Management
Minnesota
$2.15M -$163K -2,104 -7%
KA
1337
KLCM Advisors
Wisconsin
$2.14M -$29.2K -377 -1%
CAM
1338
Cozad Asset Management
Illinois
$2.14M -$66.2K -855 -3%
FBT
1339
First Bank & Trust
South Dakota
$2.14M +$29.9K +386 +1%
LKIM
1340
Lawson Kroeker Investment Management
Nebraska
$2.14M -$15.5K -200 -0.7%
TPWA
1341
TRUE Private Wealth Advisors
Oregon
$2.14M +$196K +2,531 +10%
HFBOT
1342
Home Federal Bank of Tennessee
Tennessee
$2.14M +$23.5K +303 +1%
JCM
1343
Jacobi Capital Management
Pennsylvania
$2.14M +$1.04M +13,430 +93%
RWP
1344
RWA Wealth Partners
Massachusetts
$2.13M -$3.22M -41,644 -60%
SL
1345
Summitry LLC
California
$2.13M +$94.3K +1,218 +5%
BAM
1346
Brave Asset Management
New Jersey
$2.12M -$99.6K -1,287 -4%
CG
1347
CFO4Life Group
Texas
$2.12M -$57.7K -745 -3%
BWM
1348
BerganKDV Wealth Management
Minnesota
$2.12M +$252K +3,261 +13%
RIG
1349
Renaissance Investment Group
Massachusetts
$2.12M -$120K -1,550 -5%
NPT
1350
Nixon Peabody Trust
Massachusetts
$2.12M +$141K +1,825 +7%

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.