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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
TCCM
1901
Timber Creek Capital Management
Massachusetts
$777K
JA
1902
JOYN Advisors
Georgia
$775K +$365K +4,714 +75%
LWM
1903
Lyell Wealth Management
California
$774K -$27.1K -350 -3%
SFG
1904
StrategIQ Financial Group
Indiana
$765K +$6.97K +90 +0.9%
JIP
1905
Jaffetilchin Investment Partners
Florida
$765K +$37.3K +482 +5%
BOS
1906
Bank of Stockton
California
$760K -$41.3K -534 -5%
EWM
1907
Executive Wealth Management
Michigan
$760K +$360K +4,656 +89%
CM
1908
CoreCommodity Management
Connecticut
$757K +$352K +4,545 +85%
CCB
1909
Cutter & Co Brokerage
Missouri
$755K -$35.8K -463 -4%
ATFA
1910
All Terrain Financial Advisors
Minnesota
$753K -$42K -543 -5%
MIM
1911
Miller Investment Management
Pennsylvania
$752K
BO
1912
BRR OpCo
Ohio
$751K -$926K -11,968 -55%
AMG
1913
Advisors Management Group
Wisconsin
$750K +$15.1K +195 +2%
AWM
1914
AllSquare Wealth Management
New York
$749K
ST
1915
Sentinel Trust
Texas
$748K
NWA
1916
New World Advisors
Massachusetts
$747K
HC
1917
Hamilton Capital
Ohio
$746K +$515K +6,648 +215%
EDRIA
1918
Edmonds Duncan Registered Investment Advisors
Kansas
$744K
WA
1919
Wheatland Advisors
Pennsylvania
$744K
PP
1920
PagnatoKarp Partners
Virginia
$743K +$29.9K +386 +4%
MFW
1921
Mosaic Family Wealth
Missouri
$743K +$38.9K +502 +5%
FNBSF
1922
First National Bank Sioux Falls
South Dakota
$738K
WIA
1923
Westbourne Investment Advisors
Maryland
$735K -$26.7K -345 -3%
Wealth Enhancement Advisory Services
1924
Wealth Enhancement Advisory Services
Minnesota
$730K -$5.22M -67,492 -87%
DLG
1925
Daniel L. Goodwin
$730K

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.