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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
PIMG
1576
Patriot Investment Management Group
Tennessee
$1.45M +$43.1K +557 +3%
CGL
1577
Clarius Group LLC
Washington
$1.45M +$165K +2,130 +13%
VNA
1578
Valley National Advisers
Pennsylvania
$1.44M +$76.6K +990 +6%
BWM
1579
BT Wealth Management
Georgia
$1.44M +$574K +7,418 +57%
KPW
1580
Kore Private Wealth
New York
$1.44M
PA
1581
Perennial Advisors
New York
$1.44M -$46.1K -596 -3%
PGAM
1582
Princeton Global Asset Management
New Jersey
$1.43M +$1.36M +17,604 +1,760%
SCA
1583
Salient Capital Advisors
Texas
$1.43M +$1.44M +18,608 New
HCP
1584
Holt Capital Partners
Texas
$1.43M -$107K -1,381 -7%
SJIM
1585
St. Johns Investment Management
Florida
$1.42M -$1.39K -18 -0.1%
SNBOSD
1586
Security National Bank of So Dak
Iowa
$1.42M +$190K +2,450 +15%
PBO
1587
Peoples Bank (Ohio)
Ohio
$1.42M -$85.2K -1,100 -6%
PIM
1588
Provident Investment Management
Michigan
$1.42M -$22.1K -285 -2%
WAP
1589
Wealthcare Advisory Partners
Pennsylvania
$1.41M -$111K -1,436 -7%
BAM
1590
Bruderman Asset Management
New York
$1.41M -$1.11M -14,337 -44%
BWAM
1591
Boyd Watterson Asset Management
Ohio
$1.4M -$11.2K -145 -0.8%
CPA
1592
Capital Planning Advisors
California
$1.4M -$56.5K -730 -4%
LC
1593
Lincoln Capital
Nebraska
$1.4M -$23.1K -298 -2%
CWM
1594
Cabot Wealth Management
Massachusetts
$1.39M +$774 +10 +0.1%
WBG
1595
Wharton Business Group
Pennsylvania
$1.39M
CCM
1596
Cribstone Capital Management
Maine
$1.39M -$53.5K -691 -4%
CWM
1597
Chesapeake Wealth Management
Virginia
$1.38M -$22.8K -295 -2%
DRD
1598
Dennis R. Delaney
$1.38M -$32.9K -425 -2%
LCOV
1599
London Company of Virginia
Virginia
$1.38M
VF
1600
Virtu Financial
New York
$1.37M -$50.4K -651 -4%

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.