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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
EHWM
1451
Eads & Heald Wealth Management
Georgia
$1.8M +$11.6K +150 +0.6%
AWA
1452
ARS Wealth Advisors
Florida
$1.8M +$146K +1,884 +9%
PSP
1453
Principal Street Partners
Tennessee
$1.8M -$3.11M -40,194 -63%
NC
1454
NewSquare Capital
Pennsylvania
$1.8M +$88.2K +1,140 +5%
ST
1455
Somerset Trust
Pennsylvania
$1.79M -$65.2K -842 -3%
WFI
1456
West Family Investments
California
$1.78M
ARG
1457
Advisory Resource Group
Oklahoma
$1.77M +$568K +7,333 +46%
TFS
1458
Thoroughbred Financial Services
Tennessee
$1.77M -$21.7K -280 -1%
GFS
1459
GYL Financial Synergies
Connecticut
$1.77M -$83K -1,072 -4%
PAM
1460
PVG Asset Management
Colorado
$1.76M +$1.78M +23,020 New
BOPW
1461
Brandywine Oak Private Wealth
Pennsylvania
$1.76M -$12.3K -159 -0.7%
FANJ
1462
Financial Architects (New Jersey)
New Jersey
$1.76M -$138K -1,789 -7%
WPW
1463
Winthrop Partners - WNY
New York
$1.76M -$9.68K -125 -0.5%
FWP
1464
FAS Wealth Partners
Kansas
$1.76M +$170K +2,199 +11%
MF
1465
Magnetar Financial
Illinois
$1.76M +$1.77M +22,918 New
SCA
1466
Stokes Capital Advisors
South Carolina
$1.75M -$160K -2,065 -8%
IFWM
1467
Institute for Wealth Management
Colorado
$1.75M +$599K +7,737 +51%
CCM
1468
Crossvault Capital Management
Texas
$1.74M -$60K -775 -3%
PW
1469
Price Wealth
Texas
$1.74M +$1.7K +22 +0.1%
FCA
1470
FinTrust Capital Advisors
South Carolina
$1.74M +$231K +2,987 +15%
CP
1471
Coho Partners
Pennsylvania
$1.73M -$5.03K -65 -0.3%
HI
1472
Horizon Investments
North Carolina
$1.73M -$2.11M -27,287 -55%
MIM
1473
Montgomery Investment Management
Maryland
$1.73M
KCM
1474
Karp Capital Management
California
$1.73M +$5.03K +65 +0.3%
EWM
1475
Evermay Wealth Management
Virginia
$1.72M -$41.7K -539 -2%

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.