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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
HI
2026
Hendershot Investments
Virginia
$620K +$78.6K +1,015 +14%
CW
2027
Cobiz Wealth
Colorado
$618K -$425K -5,486 -40%
CAM
2028
Concorde Asset Management
Michigan
$614K +$14K +181 +2%
DC
2029
DeDora Capital
California
$614K +$101K +1,305 +19%
TAM
2030
Troy Asset Management
United Kingdom
$613K
SFI
2031
SPC Financial Inc
Maryland
$612K -$20.8K -269 -3%
PWPS
2032
Pinnacle Wealth Planning Services
Ohio
$606K +$121K +1,566 +25%
KFS
2033
Kelly Financial Services
Massachusetts
$606K -$82.8K -1,070 -12%
CA
2034
Cambridge Advisors
Nebraska
$605K -$66.7K -861 -10%
TF
2035
Trek Financial
Arizona
$604K +$163K +2,102 +36%
ER
2036
Enlightenment Research
Florida
$602K -$155K -2,000 -19%
WTFG
2037
Wells Trecaso Financial Group
Ohio
$601K -$3.33K -43 -0.5%
TAM
2038
Trillium Asset Management
Massachusetts
$594K -$1.11M -14,309 -65%
WF
2039
WoodTrust Financial
Wisconsin
$594K -$120K -1,550 -17%
LB
2040
Legacy Bridge
Iowa
$594K
CYG
2041
Clean Yield Group
Vermont
$594K +$65.8K +850 +12%
CC
2042
Cedar Capital
Illinois
$591K -$300K -3,873 -33%
HCM
2043
Heathbridge Capital Management
Ontario, Canada
$586K
FFW
2044
Fusion Family Wealth
New York
$585K +$466K +6,021 +373%
RIS
2045
Retirement Income Solutions
Michigan
$584K -$11.3K -146 -2%
SA
2046
Shilanski & Associates
Alaska
$584K +$590K +7,621 New
SSW
2047
Smith Shellnut Wilson
Mississippi
$580K -$27.3K -353 -4%
KF
2048
Krilogy Financial
Missouri
$580K +$115K +1,490 +24%
TH
2049
Timber Hill
Connecticut
$578K +$136K +1,755 +30%
SG
2050
StoneX Group
New York
$577K -$542 -7 -0.1%

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.