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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
GIM
1351
Guild Investment Management
California
$2.11M -$44.1K -570 -2%
MAM
1352
Morse Asset Management
Connecticut
$2.1M -$41.3K -534 -2%
IWP
1353
Icon Wealth Partners
Texas
$2.1M +$169K +2,187 +9%
SAMC
1354
Spectrum Asset Management (California)
California
$2.1M +$4.64K +60 +0.2%
MCM
1355
McRae Capital Management
New Jersey
$2.09M -$176K -2,272 -8%
HIC
1356
Hartline Investment Corp
Illinois
$2.09M -$59.9K -774 -3%
HCM
1357
Hollencrest Capital Management
California
$2.09M +$434K +5,608 +26%
FPFS
1358
First Personal Financial Services
North Carolina
$2.09M +$623K +8,044 +42%
TFS
1359
TrustCore Financial Services
Tennessee
$2.09M +$552K +7,136 +35%
BHWA
1360
Beacon Harbor Wealth Advisors
Virginia
$2.09M +$2.11M +27,223 New
AF
1361
Allworth Financial
California
$2.08M +$2.25K +29 +0.1%
QCG
1362
Quadrant Capital Group
Ohio
$2.08M -$745K -9,630 -26%
MCM
1363
Monument Capital Management
Virginia
$2.08M +$107K +1,388 +5%
HWA
1364
Heritage Way Advisors
Illinois
$2.08M +$74.8K +966 +4%
ACS
1365
Archford Capital Strategies
Illinois
$2.07M -$155K -2,000 -7%
COI
1366
Capital One Investing
Virginia
$2.06M +$552K +7,135 +36%
SWK
1367
Stephen W. Kidder
$2.06M -$215K -2,775 -9%
IBOK
1368
Independence Bank of Kentucky
Kentucky
$2.06M -$161K -2,077 -7%
NWM
1369
Nicola Wealth Management
British Columbia, Canada
$2.05M
SAM
1370
Summit Asset Management
Tennessee
$2.04M -$56.4K -729 -3%
FI
1371
FormulaFolio Investments
Michigan
$2.04M -$671K -8,667 -25%
IG
1372
ING Group
Netherlands
$2.04M -$22.6M -292,257 -92%
BDS
1373
Banco de Sabadell
Florida
$2.04M -$540K -6,979 -21%
BOTW
1374
Bank of the West
California
$2.04M -$312K -4,027 -13%
LSPW
1375
Lake Street Private Wealth
Illinois
$2.04M +$245K +3,162 +13%

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.