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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
PWSG
1601
Pacific Wealth Strategies Group
California
$1.37M +$32.1K +415 +2%
BBL
1602
Beck Bode LLC
Massachusetts
$1.37M -$65.8K -850 -5%
WWM
1603
Western Wealth Management
Colorado
$1.37M -$150K -1,936 -10%
JFA
1604
JNBA Financial Advisors
Minnesota
$1.37M -$2.48K -32 -0.2%
WA1
1605
Wimmer Associates 1
California
$1.36M +$8.36K +108 +0.6%
OIA
1606
Optimum Investment Advisors
Illinois
$1.36M +$21.8K +282 +2%
AAM
1607
Autus Asset Management
Arizona
$1.36M -$63K -814 -4%
ED
1608
Exane Derivatives
France
$1.36M +$240K +3,099 +21%
PAS
1609
Partnervest Advisory Services
California
$1.36M -$113K -1,465 -8%
OKSA
1610
O'Keefe Stevens Advisory
New York
$1.36M -$108K -1,400 -7%
LF
1611
Lee Financial
Texas
$1.36M +$6.97K +90 +0.5%
MBT
1612
Monroe Bank & Trust
Michigan
$1.35M -$125K -1,611 -8%
RFA
1613
Reilly Financial Advisors
California
$1.35M -$198K -2,559 -13%
LA
1614
LexAurum Advisors
Kansas
$1.35M -$6.97K -90 -0.5%
FA
1615
Fagan Associates
New York
$1.35M +$43.9K +567 +3%
PCA
1616
Private Capital Advisors
Connecticut
$1.35M -$1.25M -16,122 -48%
FHC
1617
First Heartland Consultants
Missouri
$1.35M -$11.5K -149 -0.8%
CA
1618
Cornerstone Advisory
Maryland
$1.35M +$16.3K +211 +1%
TCMG
1619
TSP Capital Management Group
New Jersey
$1.35M
CCFM
1620
Clear Creek Financial Management
Washington
$1.35M +$1.36M +17,565 New
PP
1621
Prospector Partners
Connecticut
$1.34M +$720K +9,300 +113%
CAG
1622
Csenge Advisory Group
Florida
$1.34M +$4.18K +54 +0.3%
S
1623
Surevest
California
$1.34M +$553K +7,149 +69%
AL
1624
Aspiriant LLC
California
$1.33M -$112K -1,442 -8%
TAM
1625
Tradition Asset Management
Virginia
$1.33M +$1.35M +17,393 New

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.