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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
CGA
2276
Crescent Grove Advisors
Illinois
$347K -$64.3K -830 -15%
KM
2277
Kalos Management
Georgia
$347K +$79K +1,020 +29%
BIA
2278
Barry Investment Advisors
Massachusetts
$346K -$2.56M -33,133 -88%
CA
2279
Centerpoint Advisors
Massachusetts
$346K -$35.6K -460 -9%
PK
2280
Pflug Koory
Nebraska
$345K -$7.35K -95 -2%
ACM
2281
Alethea Capital Management
Washington
$345K
NBG
2282
Nancy B. Gardiner
$344K -$75.5K -975 -18%
RVPG
2283
Relative Value Partners Group
$344K +$15.5K +200 +5%
BLAM
2284
Bourne Lent Asset Management
New York
$343K
SIC
2285
SFE Investment Counsel
California
$343K +$15.5K +200 +5%
RPG
2286
Resource Planning Group
Georgia
$343K +$23.1K +299 +7%
RTS
2287
Round Table Services
New Jersey
$341K -$67.4K -871 -16%
UCI
2288
Uncommon Cents Investing
Wisconsin
$341K +$31K +400 +10%
LFS
2289
Legacy Financial Strategies
Kansas
$340K +$2.48K +32 +0.7%
ECM
2290
EagleClaw Capital Management
Massachusetts
$339K
LWM
2291
Liberty Wealth Management
California
$338K +$67.6K +873 +25%
S
2292
SimplyRich
California
$338K +$342K +4,415 New
EWA
2293
ERTS Wealth Advisors
Michigan
$337K -$7.66K -99 -2%
ZAM
2294
Zevin Asset Management
Massachusetts
$336K -$373K -4,820 -52%
CWM
2295
CCG Wealth Management
California
$336K
PFC
2296
Poplar Forest Capital
California
$336K
FCT
2297
Family Capital Trust
Massachusetts
$335K
CWM
2298
Capital Wealth Management
Rhode Island
$334K +$6.5K +84 +2%
ZIG
2299
Zuckerman Investment Group
Illinois
$333K -$7.74K -100 -2%
SMG
2300
Smart Money Group
Texas
$333K +$6.42K +83 +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.