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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
WCM
1551
Weik Capital Management
Pennsylvania
$1.52M +$61.3K +792 +4%
WWM
1552
Windsor Wealth Management
Indiana
$1.51M +$726K +9,375 +90%
CS
1553
Cannell & Spears
New York
$1.51M -$122K -1,577 -7%
PP
1554
Pegasus Partners
Wisconsin
$1.51M -$292K -3,774 -16%
BW
1555
Bison Wealth
Georgia
$1.51M +$64.2K +829 +4%
LF
1556
Lantz Financial
Illinois
$1.51M +$19.8K +256 +1%
PWMAG
1557
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M +$97.9K +1,265 +7%
CMTU
1558
Capital Markets Trading (UK)
United Kingdom
$1.5M +$1.52M +19,613 New
CCG
1559
Chatham Capital Group
Georgia
$1.5M
CAM
1560
Chesapeake Asset Management
New York
$1.49M -$11.4K -147 -0.7%
AA
1561
Alesco Advisors
New York
$1.49M +$155K +2,000 +11%
SWP
1562
Strategic Wealth Partners
Ohio
$1.49M -$145K -1,870 -9%
CF
1563
Centaurus Financial
California
$1.49M +$1.38M +17,871 +1,170%
PFO
1564
Pathstone Family Office
New Jersey
$1.47M +$581K +7,508 +64%
DBRC
1565
D.B. Root & Company
Pennsylvania
$1.47M -$142K -1,838 -9%
IAS
1566
IMA Advisory Services
Colorado
$1.47M -$41.8K -540 -3%
SFG
1567
SNS Financial Group
Minnesota
$1.47M -$69.6K -899 -4%
AEPG
1568
American Economic Planning Group
New Jersey
$1.47M +$41.6K +537 +3%
SIAP
1569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.47M -$272K -3,509 -16%
GCMG
1570
Gyroscope Capital Management Group
Florida
$1.47M +$150K +1,933 +11%
CCA
1571
Conestoga Capital Advisors
Pennsylvania
$1.46M -$9.75K -126 -0.7%
NAM
1572
NorthCoast Asset Management
Connecticut
$1.46M +$619K +7,999 +72%
SIMM
1573
Stillwater Investment Management (Minnesota)
Minnesota
$1.46M -$171K -2,209 -10%
EF
1574
Empirical Finance
Pennsylvania
$1.46M -$14.9K -192 -1%
KBG
1575
Kahn Brothers Group
New York
$1.45M -$46.4K -600 -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.