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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
CI
2076
Capital Innovations
Wisconsin
$534K -$55.2K -713 -9%
GWCM
2077
Godshalk Welsh Capital Management
Pennsylvania
$534K
SC
2078
Sepio Capital
Utah
$533K -$295K -3,810 -35%
AFM
2079
Andesa Financial Management
Pennsylvania
$531K -$591K -7,637 -52%
MCP
2080
Mirador Capital Partners
California
$526K +$196K +2,531 +58%
FA
2081
Financial Advantage
Maryland
$525K
CRWM
2082
Castle Rock Wealth Management
California
$525K +$529K +6,837 New
IWA
2083
Intercontinental Wealth Advisors
Texas
$524K -$25.7K -332 -5%
FSA
2084
Financial Sense Advisors
California
$524K +$5.34K +69 +1%
AWM
2085
Affinity Wealth Management
Delaware
$522K -$36.8K -476 -7%
P
2086
&Partners
Tennessee
$521K +$185K +2,394 +54%
DIM
2087
DC Investments Management
Virginia
$519K -$51.9K -671 -9%
ICOM
2088
Investment Counselors of Maryland
Maryland
$518K
WA
2089
Wambolt & Associates
Colorado
$518K +$18.3K +237 +4%
XSC
2090
X-Square Capital
Puerto Rico
$518K +$165K +2,135 +46%
CWM
2091
Cahaba Wealth Management
Georgia
$515K +$67.5K +872 +15%
HFA
2092
Huber Financial Advisors
Illinois
$513K -$76.2K -984 -13%
BC
2093
Brinker Capital
Pennsylvania
$512K -$896K -11,570 -63%
SCM
2094
Smith Capital Management
Arkansas
$510K -$40K -517 -7%
HPIA
2095
Hamilton Point Investment Advisors
North Carolina
$505K -$46.7K -603 -8%
SA
2096
Strategic Advisors
New York
$500K -$77.7K -1,004 -13%
OIWM
2097
OptiFour Integrated Wealth Management
Virginia
$500K +$11.3K +146 +2%
GAG
2098
GM Advisory Group
New York
$495K -$31.7K -410 -6%
KFA
2099
Kelleher Financial Advisors
New York
$495K +$501K +6,468 New
EIG
2100
Ellenbecker Investment Group
Wisconsin
$494K -$18.1K -234 -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.