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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
BSPF
2001
British Steel Pension Fund
United Kingdom
$649K -$717K -9,262 -52%
SDWIA
2002
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$646K +$23.6K +305 +4%
PWAG
2003
Polaris Wealth Advisory Group
California
$646K +$302K +3,897 +86%
TFO
2004
Tarbox Family Office
California
$644K -$44.6K -576 -6%
MAA
2005
Mraz Amerine & Associates
California
$644K
BRA
2006
Biechele Royce Advisors
Indiana
$642K +$110K +1,417 +20%
NMC
2007
Nine Masts Capital
Hong Kong
$642K +$648K +8,373 New
CMANY
2008
Capital Management Associates (New York)
New York
$640K -$302K -3,900 -32%
KWILP
2009
Kiwi Wealth Investments Limited Partnership
New Zealand
$638K -$319K -4,118 -33%
PAG
2010
Pinnacle Advisory Group
Maryland
$638K -$61.9K -799 -9%
CCM
2011
Carlson Capital Management
Minnesota
$637K -$41.6K -537 -6%
PFA
2012
Pettinga Financial Advisors
Indiana
$637K -$8.36K -108 -1%
GAM
2013
Garrison Asset Management
Arkansas
$635K +$155 +2 +0%
LCAM
2014
London & Capital Asset Management
United Kingdom
$634K +$41.6K +538 +7%
VSWA
2015
Vontobel Swiss Wealth Advisors
Switzerland
$632K +$638K +8,242 New
PFM
2016
Probabilities Fund Management
New York
$631K
BCIM
2017
Bishop & Co Investment Management
Pennsylvania
$629K -$464 -6 -0.1%
FSWA
2018
Financial Synergies Wealth Advisors
Texas
$628K +$25.7K +332 +4%
OFS
2019
OneAscent Financial Services
Alabama
$627K +$633K +8,183 New
CFSG
2020
Community Financial Services Group
Vermont
$626K -$47.9K -619 -7%
WPA
2021
West Paces Advisors
Georgia
$625K -$27.8K -359 -4%
HC
2022
HNP Capital
New York
$624K
VRM
2023
Vectors Research Management
New York
$624K
PAA
2024
Peregrine Asset Advisers
Oregon
$623K
CPA
2025
Clear Perspective Advisors
Illinois
$622K

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.