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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
CWM
2226
Confluence Wealth Management
Oregon
$385K
BWM
2227
BigSur Wealth Management
Florida
$384K
SCM
2228
Sitrin Capital Management
California
$383K
GC
2229
Gilbert & Cook
Iowa
$382K +$8.36K +108 +2%
WCM
2230
Wisconsin Capital Management
Wisconsin
$382K +$386K +4,980 New
VLC
2231
Van Leeuwen & Company
New Jersey
$381K -$14.1K -182 -4%
SPI
2232
Santori & Peters Inc
Pennsylvania
$381K +$386K +4,981 New
LC
2233
Landaas & Company
Wisconsin
$378K -$30.4K -393 -7%
GWM
2234
Greenwich Wealth Management
Connecticut
$378K -$77 -1 -0%
GCM
2235
Grisanti Capital Management
New York
$378K
ACM
2236
AlphaStar Capital Management
North Carolina
$377K -$90.6K -1,170 -19%
MSA
2237
Marino Stram & Associates
Massachusetts
$377K -$53.7K -694 -12%
IFS
2238
Ifrah Financial Services
Arkansas
$376K
SIA
2239
SeaBridge Investment Advisors
New Jersey
$375K -$19.4K -250 -5%
PS
2240
Portfolio Solutions
Michigan
$375K +$5.11K +66 +1%
TCM
2241
TD Capital Management
Tennessee
$374K -$50.3K -650 -12%
AIP
2242
ARS Investment Partners
New York
$373K +$37K +478 +11%
MFT
2243
Moisand Fitzgerald Tamayo
Florida
$372K +$5.26K +68 +1%
CCM
2244
Copeland Capital Management
Pennsylvania
$371K
PCFFS
2245
Pacific Center for Financial Services
California
$370K -$56.1K -725 -13%
RFN
2246
RDA Financial Network
Iowa
$370K +$11.9K +154 +3%
LFG
2247
Larson Financial Group
Missouri
$369K +$17.3K +224 +5%
MIH
2248
Meitav Investment House
Israel
$368K +$375K +4,848 New
PWAC
2249
Private Wealth Advisors (California)
California
$365K
CCP
2250
Clarkston Capital Partners
Michigan
$365K +$16.2K +209 +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.