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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
NED
2151
Nancy E. Dempze
$446K -$40.6K -525 -8%
SFC
2152
SYM Financial Corp
Indiana
$446K +$3.17K +41 +0.7%
SMFS
2153
Squar Milner Financial Services
California
$444K -$226K -2,922 -34%
NFG
2154
Nations Financial Group
Iowa
$444K -$3.79K -49 -0.8%
LG
2155
LaFleur & Godfrey
Michigan
$443K
CWM
2156
Circle Wealth Management
New Jersey
$442K -$137K -1,767 -23%
WI
2157
Wintrust Investments
Illinois
$441K -$229K -2,957 -34%
CRM
2158
Cramer Rosenthal McGlynn
Connecticut
$441K
LFA
2159
Landmark Financial Advisors
Kentucky
$439K
IC
2160
Intersect Capital
California
$439K +$14.6K +189 +3%
BHWM
2161
Bay Harbor Wealth Management
Maryland
$437K -$30.8K -398 -7%
LWA
2162
Lenox Wealth Advisors
New York
$437K +$80.1K +1,035 +22%
SEIA
2163
Signature Estate & Investment Advisors
California
$436K -$58K -749 -12%
RBFC
2164
Roman Butler Fullerton & Co
Missouri
$436K -$17.4K -225 -4%
SFSIG
2165
San Francisco Sentry Investment Group
California
$436K -$10.1K -131 -2%
NA
2166
Navellier & Associates
Nevada
$436K -$7.28K -94 -2%
CG
2167
Cynosure Group
Utah
$435K +$439K +5,676 New
TVAMP
2168
Tennessee Valley Asset Management Partners
Tennessee
$434K -$616K -7,957 -58%
CPA
2169
Cowen Prime Advisors
New York
$434K
CAN
2170
Claraphi Advisory Network
United States
$434K +$77.8K +1,005 +22%
WANY
2171
Wealthspire Advisors (New York)
New York
$433K +$437K +5,651 New
SWRP
2172
Summit Wealth & Retirement Planning
California
$432K -$290K -3,741 -40%
ADBIC
2173
A.D. Beadell Investment Counsel
Wisconsin
$432K
NCM
2174
New Capital Management
Texas
$431K -$26.4K -341 -6%
ACM
2175
Ategra Capital Management
Virginia
$429K -$194K -2,507 -35%

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.