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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
ACA
1951
Anchor Capital Advisors
Massachusetts
$701K -$381K -4,918 -35%
KC
1952
Kingfisher Capital
North Carolina
$700K -$90.7K -1,172 -11%
ACM
1953
Adalta Capital Management
New York
$700K
CSA
1954
Cottage Street Advisors
Massachusetts
$694K -$130K -1,675 -16%
PG
1955
Proffitt & Goodson
Tennessee
$693K -$41.9K -541 -6%
FDCC
1956
Foster Dykema Cabot & Co
Massachusetts
$693K -$20.5K -265 -3%
HAC
1957
Harbor Advisory Corp
New Hampshire
$693K
AI
1958
ArchPoint Investors
Florida
$692K
RA
1959
Rational Advisors
New York
$692K +$384K +4,955 +122%
IRC
1960
Investors Research Corp
Georgia
$691K -$5.81K -75 -0.8%
PAWC
1961
P.A.W. Capital
Connecticut
$690K +$77.4K +1,000 +13%
MM
1962
Meridian Management
Arkansas
$689K -$46.4K -600 -6%
OPA
1963
Old Port Advisors
Maine
$688K -$84.4K -1,090 -11%
FAN
1964
Financial Advisors Network
California
$687K +$3.33K +43 +0.4%
CWM
1965
Centric Wealth Management
Illinois
$687K +$11.8K +153 +2%
MSFP
1966
Mark Sheptoff Financial Planning
Connecticut
$685K -$66.6K -860 -9%
NIC
1967
Northwest Investment Counselors
Oregon
$685K -$46.8K -605 -6%
MFS
1968
McNamara Financial Services
Massachusetts
$684K +$74.3K +960 +13%
LMAM
1969
Legg Mason Asset Management
Japan
$683K -$495K -6,399 -42%
ARMT
1970
Amica Retiree Medical Trust
Rhode Island
$683K
KCM
1971
Kendall Capital Management
Maryland
$682K +$10.1K +130 +1%
PD
1972
Planning Directions
Pennsylvania
$681K -$253K -3,272 -27%
RBCM
1973
Raub Brock Capital Management
California
$681K
SCP
1974
Sandhill Capital Partners
New York
$678K +$174K +2,247 +34%
AIA
1975
Angeles Investment Advisors
California
$675K +$245K +3,166 +56%

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.