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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
BDWM
1676
Brewin Dolphin Wealth Management
Ireland
$1.23M -$201K -2,595 -14%
FI
1677
Fosun International
China
$1.22M +$124K +1,600 +11%
LPT
1678
Legacy Private Trust
Wisconsin
$1.22M -$85.2K -1,100 -6%
WC
1679
Weil Company
California
$1.22M -$207K -2,675 -14%
SP
1680
Symmetry Partners
Connecticut
$1.22M +$263K +3,393 +27%
HR
1681
Hayden Royal
North Carolina
$1.21M +$73.7K +952 +6%
CBFP
1682
Cedar Brook Financial Partners
Ohio
$1.21M -$5.34K -69 -0.4%
VNIM
1683
Vaughan Nelson Investment Management
Texas
$1.21M
SP
1684
Successful Portfolios
Florida
$1.2M -$8.9K -115 -0.7%
BWM
1685
Baystate Wealth Management
Massachusetts
$1.2M +$25.7K +332 +2%
GBBWRPM
1686
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.2M -$72.5K -936 -6%
EGA
1687
E&G Advisors
Texas
$1.2M +$20.3K +262 +2%
LRIC
1688
Long Road Investment Counsel
Michigan
$1.2M
RVM
1689
Robinson Value Management
Texas
$1.2M +$1.21M +15,600 New
RHBC
1690
R.H. Bluestein & Co
Michigan
$1.19M -$38.7K -500 -3%
CFG
1691
Cooper Financial Group
California
$1.19M +$693K +8,954 +136%
WBC
1692
West Branch Capital
Massachusetts
$1.19M -$60.5K -782 -5%
HHGA
1693
Halbert Hargrove Global Advisors
California
$1.19M -$23.1K -298 -2%
TL
1694
TrueWealth LLC
Georgia
$1.19M +$14.5K +187 +1%
AFS
1695
Access Financial Services
Minnesota
$1.19M -$46.1K -595 -4%
ACM
1696
Argyle Capital Management
Pennsylvania
$1.19M
CL
1697
CPWM LLC
Washington
$1.18M +$93.4K +1,207 +8%
ONST
1698
Old North State Trust
North Carolina
$1.18M -$134K -1,729 -10%
GCM
1699
Gables Capital Management
Florida
$1.17M -$82.1K -1,060 -6%
MPM
1700
Meritage Portfolio Management
Kansas
$1.17M

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.