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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
HWMG
1976
Hurlow Wealth Management Group
Indiana
$674K -$2.32K -30 -0.3%
LK
1977
Lumbard & Kellner
New Hampshire
$674K
SIA
1978
Strategic Investment Advisors
Michigan
$674K +$19.9K +257 +3%
BWA
1979
BDO Wealth Advisors
Florida
$674K +$55.3K +714 +9%
TIA
1980
Tandem Investment Advisors
South Carolina
$672K +$2.86K +37 +0.4%
PCTC
1981
Perkins Coie Trust Company
Washington
$671K -$36.5K -472 -5%
WA
1982
Wealthstar Advisors
Texas
$671K +$697 +9 +0.1%
DK
1983
Darrell & King
Virginia
$670K +$81.7K +1,056 +14%
CSM
1984
CAMG Solamere Management
North Carolina
$668K
HCM
1985
Hilton Capital Management
New York
$667K -$9.49M -122,614 -93%
RCA
1986
Rowland Carmichael Advisors
Arizona
$667K -$4.88K -63 -0.7%
CW
1987
CreativeOne Wealth
Kansas
$667K +$112K +1,444 +20%
AC
1988
Addison Capital
Pennsylvania
$665K +$272K +3,520 +68%
AWP
1989
Ascent Wealth Partners
New York
$664K -$123K -1,584 -15%
PWP
1990
Private Wealth Partners
California
$661K +$165K +2,127 +33%
DI
1991
DAGCO Inc
Ohio
$660K -$34.8K -450 -5%
TI
1992
Truepoint Inc
Ohio
$660K +$181K +2,334 +37%
CMI
1993
Clare Market Investments
Texas
$659K -$20K -258 -3%
JLBC
1994
J.L. Bainbridge & Co
Florida
$659K +$134K +1,736 +25%
Twin Tree Management
1995
Twin Tree Management
Texas
$658K +$665K +8,588 New
OSNBOA
1996
Old Second National Bank of Aurora
Illinois
$655K -$73.5K -950 -10%
CCMW
1997
Cypress Capital Management (Wyoming)
Wyoming
$653K +$2.86K +37 +0.4%
CWA
1998
Clarus Wealth Advisors
Arizona
$653K +$216K +2,785 +49%
QIM
1999
Quest Investment Management
Oregon
$651K
ZF
2000
Zhang Financial
Michigan
$650K +$62.9K +813 +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.