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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
KIM
1851
Karpus Investment Management
New York
$873K -$3.87K -50 -0.4%
AFM
1852
Abbot Financial Management
Massachusetts
$871K -$27.1K -350 -3%
BCI
1853
Brinker Capital Investments
Pennsylvania
$869K +$47.6K +615 +6%
CAM
1854
Covenant Asset Management
New Jersey
$864K -$80K -1,034 -8%
GWM
1855
GSB Wealth Management
Connecticut
$863K -$510K -6,590 -37%
WAG
1856
Winthrop Advisory Group
Massachusetts
$862K -$69.7K -901 -7%
TB
1857
Terril Brothers
Missouri
$862K
CAC
1858
Certified Advisory Corp
Florida
$856K -$5.96K -77 -0.7%
PVH
1859
Psagot Value Holdings
Israel
$852K
CFA
1860
Cahill Financial Advisors
Minnesota
$852K +$2.01K +26 +0.2%
GFP
1861
Gryphon Financial Partners
Ohio
$849K +$73.9K +955 +9%
O
1862
Ossiam
France
$848K -$37.6M -486,222 -98%
CA
1863
Cortland Associates
Missouri
$848K
SLA
1864
Silver Lake Advisory
Utah
$846K -$4.41K -57 -0.5%
MFP
1865
Michael F. Price
$843K
ANB
1866
Amarillo National Bank
Texas
$842K -$40.3K -521 -5%
GTAM
1867
Global Trust Asset Management
Florida
$838K +$1.31M +16,941 +158%
FC
1868
Ferris Capital
Massachusetts
$832K -$8.36K -108 -1%
MIM
1869
Moseley Investment Management
Florida
$831K +$9.6K +124 +1%
DAM
1870
Doheny Asset Management
California
$829K
ACM
1871
AlphaCrest Capital Management
New York
$825K +$346K +4,475 +71%
MLFP
1872
MPS Loria Financial Planners
Illinois
$823K +$2.25K +29 +0.3%
BHTS
1873
Bar Harbor Trust Services
Maine
$819K -$129K -1,663 -13%
AAS
1874
Annex Advisory Services
Wisconsin
$817K +$18K +233 +2%
VFP
1875
Verus Financial Partners
Virginia
$815K +$85.9K +1,110 +12%

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.