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
TA
1526
TCG Advisors
Texas
$1.61M -$68.7K -888 -4%
OWP
1527
Obermeyer Wealth Partners
Colorado
$1.6M +$13.9K +179 +0.9%
AIA
1528
Armor Investment Advisors
North Carolina
$1.6M -$69.6K -899 -4%
TW
1529
Transform Wealth
Colorado
$1.6M -$1.35M -17,399 -45%
BOS
1530
Bingham Osborn & Scarborough
California
$1.6M +$34.4K +444 +2%
PPP
1531
Private Portfolio Partners
New Jersey
$1.59M +$289K +3,729 +22%
WCM
1532
Windsor Capital Management
Arizona
$1.59M -$63.2K -817 -4%
JAM
1533
Jolley Asset Management
North Carolina
$1.58M +$57.7K +745 +4%
PFA
1534
Paradigm Financial Advisors
Missouri
$1.57M -$151K -1,948 -9%
FFS
1535
Founders Financial Securities
Maryland
$1.57M -$579K -7,479 -27%
CCG
1536
Ceeto Capital Group
Florida
$1.57M
CIM
1537
CIM Investment Management
Pennsylvania
$1.57M +$97.2K +1,255 +7%
CWM
1538
Connecticut Wealth Management
Connecticut
$1.56M +$726K +9,379 +85%
UBG
1539
United Bank (Georgia)
Georgia
$1.55M +$8.9K +115 +0.6%
BCFA
1540
BP Capital Fund Advisors
Texas
$1.55M +$1.57M +20,250 New
BCM
1541
Blume Capital Management
California
$1.54M -$9.68K -125 -0.6%
HWM
1542
Highwater Wealth Management
Colorado
$1.54M
ITIM
1543
Indiana Trust & Investment Management
Indiana
$1.54M -$334K -4,310 -18%
FBC
1544
Fairfield, Bush & Co
Connecticut
$1.54M -$104K -1,342 -6%
ADL
1545
Asset Dedication LLC
California
$1.54M +$294K +3,804 +23%
AAIM
1546
American Assets Investment Management
California
$1.53M
LAIC
1547
Lederer & Associates Investment Counsel
California
$1.53M -$60K -775 -4%
HFA
1548
Hoover Financial Advisors
Pennsylvania
$1.53M +$852 +11 +0.1%
VIG
1549
Vienna Insurance Group
Poland
$1.53M -$96.5K -1,247 -6%
TA
1550
TFG Advisers
Michigan
$1.52M -$13.5K -174 -0.9%

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.