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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
BMM
1926
Berkshire Money Management
Massachusetts
$730K +$619 +8 +0.1%
SCM
1927
Salem Capital Management
Massachusetts
$729K
GHAM
1928
Gilman Hill Asset Management
Connecticut
$727K -$8.9K -115 -1%
IWA
1929
IBEX Wealth Advisors
New Jersey
$726K +$734K +9,486 New
AFP
1930
Ausdal Financial Partners
Iowa
$725K +$42.2K +545 +6%
AI
1931
Accredited Investors
Minnesota
$725K +$105K +1,360 +17%
AssetMark Inc
1932
AssetMark Inc
California
$725K +$175K +2,261 +31%
FIG
1933
FundX Investment Group
California
$723K
HPWM
1934
Highland Private Wealth Management
Washington
$721K +$56.8K +734 +8%
FSC
1935
Full Sail Capital
Oklahoma
$718K -$571K -7,372 -42%
HRC
1936
Hoertkorn Richard Charles
$717K -$3.87K -50 -0.5%
NIM
1937
Nexus Investment Management
Ontario, Canada
$715K
RAM
1938
Roanoke Asset Management
New Jersey
$715K
VAG
1939
VisionPoint Advisory Group
Texas
$713K -$36.5K -472 -5%
TCM
1940
Tributary Capital Management
Nebraska
$713K
RCM
1941
RB Capital Management
Nevada
$711K +$88.2K +1,140 +14%
LSAG
1942
Lake Street Advisors Group
New Hampshire
$710K +$93.2K +1,204 +15%
APC
1943
Aspire Private Capital
North Carolina
$709K -$85.5K -1,104 -11%
CM
1944
Columbus Macro
Pennsylvania
$708K -$8.75K -113 -1%
GP
1945
Geneva Partners
Wisconsin
$705K -$232K -3,000 -28%
SDAM
1946
Shulman DeMeo Asset Management
New York
$705K +$8.82K +114 +1%
Arrowstreet Capital
1947
Arrowstreet Capital
Massachusetts
$705K +$712K +9,200 New
SFP
1948
Shepherd Financial Partners
Massachusetts
$704K -$27.3K -353 -4%
WA
1949
Waverly Advisors
Alabama
$704K +$15.5K +200 +2%
IA
1950
Independence Advisors
Pennsylvania
$704K +$20.4K +263 +3%

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.