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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
AFG
2176
Arkansas Financial Group
Arkansas
$429K
MCM
2177
MV Capital Management
Maryland
$427K +$39.9K +516 +10%
CAL
2178
Capital Analysts LLC
Pennsylvania
$426K +$30.6K +395 +8%
BCA
2179
Berman Capital Advisors
Georgia
$425K -$405K -5,230 -49%
MWM
2180
Mascoma Wealth Management
New Hampshire
$425K +$4.88K +63 +1%
AAP
2181
Arax Advisory Partners
Colorado
$424K +$428K +5,527 New
LD
2182
Lipe & Dalton
New York
$423K
KFP
2183
KMG Fiduciary Partners
Ohio
$418K -$43.1K -557 -9%
JFM
2184
Jackson Financial Management
California
$418K
PAM
2185
Pegasus Asset Management
New York
$418K
AWA
2186
Alaska Wealth Advisors
Alaska
$417K
RW
2187
REDW Wealth
New Mexico
$415K -$62.2K -803 -13%
SIG
2188
Schaller Investment Group
North Carolina
$414K +$31K +400 +8%
PFT
2189
Providence First Trust
Arizona
$412K
WFM
2190
Wolff Financial Management
Michigan
$411K -$1.08K -14 -0.3%
PHAM
2191
Palisades Hudson Asset Management
Florida
$411K
TW
2192
Towerpoint Wealth
California
$410K -$4.64K -60 -1%
TFA
2193
Toth Financial Advisory
Virginia
$407K +$16.8K +217 +4%
MIFH
2194
Migdal Insurance & Financial Holdings
Israel
$407K +$164K +2,113 +66%
SCM
2195
Silvant Capital Management
Georgia
$406K
BFPW
2196
BOK Financial Private Wealth
Colorado
$404K +$9.68K +125 +2%
AGA
2197
Accuvest Global Advisors
Utah
$403K -$68.3K -882 -14%
SRCM
2198
Swift Run Capital Management
Virginia
$403K
HIIFS
2199
Harel Insurance Investments & Financial Services
Israel
$403K +$191K +2,469 +89%
PFM
2200
Peak Financial Management
Massachusetts
$402K -$20.9K -270 -5%

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.