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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
FWM
1726
Focused Wealth Management
New York
$1.12M -$40K -517 -3%
SWMG
1727
Strategic Wealth Management Group
Maryland
$1.12M -$56.4K -729 -5%
GEA
1728
Glen Eagle Advisors
New Jersey
$1.12M +$41.1K +531 +4%
EARNEST Partners
1729
EARNEST Partners
Georgia
$1.11M +$16K +207 +1%
9WM
1730
9258 Wealth Management
Ohio
$1.11M -$79.6K -1,028 -7%
CAM
1731
Cidel Asset Management
Ontario, Canada
$1.11M
FFA
1732
Fragasso Financial Advisors
Pennsylvania
$1.11M +$70K +904 +7%
CIC
1733
Chilton Investment Company
Connecticut
$1.11M -$261K -3,372 -19%
FIM
1734
Freedom Investment Management
Connecticut
$1.1M +$136K +1,761 +14%
SCA
1735
STALEY CAPITAL ADVISERS
Pennsylvania
$1.1M -$1.01K -13 -0.1%
SFG
1736
Sather Financial Group
Texas
$1.1M +$387 +5 +0%
AAM
1737
Auxier Asset Management
Oregon
$1.1M +$41.9K +541 +4%
CAMG
1738
CWA Asset Management Group
Florida
$1.1M +$126K +1,628 +13%
BWP
1739
Bernardo Wealth Planning
Pennsylvania
$1.1M +$23.8K +307 +2%
WA
1740
Wealth Architects
California
$1.09M -$144K -1,855 -12%
FFG
1741
Ford Financial Group
California
$1.09M -$3.87K -50 -0.4%
AIM
1742
Aspen Investment Management
Michigan
$1.09M -$6.27K -81 -0.6%
TC
1743
Truvestments Capital
Florida
$1.08M -$47K -607 -4%
CC
1744
Cornerstone Capital
California
$1.08M
LWM
1745
Lyons Wealth Management
Florida
$1.08M
Two Sigma Investments
1746
Two Sigma Investments
New York
$1.08M +$1.09M +14,099 New
PAM
1747
Peak Asset Management
Colorado
$1.08M +$16.2K +209 +2%
EWM
1748
Elmwood Wealth Management
California
$1.08M +$21.3K +275 +2%
GIM
1749
Greenwich Investment Management
Connecticut
$1.08M -$251K -3,248 -19%
CA
1750
Claro Advisors
Massachusetts
$1.08M -$128K -1,653 -11%

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.