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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
AW
2251
Alpha Windward
Massachusetts
$364K +$11.1K +144 +3%
RWA
2252
Redhawk Wealth Advisors
Minnesota
$364K +$368K +4,748 New
BMCM
2253
Bryn Mawr Capital Management
Pennsylvania
$364K +$368K +4,755 New
GSIS
2254
Global Strategic Investment Solutions
Arizona
$363K -$2.32K -30 -0.6%
TA
2255
Trellis Advisors
Washington
$362K +$31.9K +412 +10%
CAL
2256
Capital Advisors Ltd
Ohio
$362K +$115K +1,489 +46%
LRIA
2257
Leonard Rickey Investment Advisors
Washington
$361K -$3.87K -50 -1%
PCMC
2258
Paragon Capital Management (Colorado)
Colorado
$361K +$232 +3 +0.1%
BCM
2259
Brasada Capital Management
Texas
$360K -$57.9K -748 -14%
RHFI
2260
Reilly Herbert Faulkner III
$360K -$1.39K -18 -0.4%
AIM
2261
ARGA Investment Management
Connecticut
$359K -$3.49M -45,067 -91%
JAFL
2262
Jay A. Fishman Ltd
Michigan
$359K -$31K -400 -8%
FLA
2263
Financial Life Advisors
Texas
$358K
HCA
2264
Horan Capital Advisors
Ohio
$358K +$61.5K +795 +20%
DAM
2265
Deltec Asset Management
New York
$357K
CIC
2266
Chase Investment Counsel
Virginia
$354K
IDA
2267
Intelligence Driven Advisers
California
$351K -$86K -1,111 -19%
SRC
2268
Stone Run Capital
New York
$351K
WLIM
2269
White Lighthouse Investment Management
Massachusetts
$351K +$7.97K +103 +2%
CFS
2270
Cannon Financial Strategists
Georgia
$351K
Boston Partners
2271
Boston Partners
Massachusetts
$350K -$139K -1,791 -28%
B
2272
Bridgeworth
Alabama
$349K -$4.57K -59 -1%
RWMH
2273
Riverpoint Wealth Management Holdings
Illinois
$349K +$11.5K +149 +3%
EVC
2274
Eidelman Virant Capital
Missouri
$349K +$353K +4,564 New
GWAG
2275
Garrett Wealth Advisory Group
Texas
$348K -$7.9K -102 -2%

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.