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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
EGWAG
2326
Elwood & Goetz Wealth Advisory Group
Georgia
$308K
PCP
2327
Proficio Capital Partners
Massachusetts
$305K -$2.79K -36 -0.9%
DA
2328
Dillon & Associates
Michigan
$305K
GIA
2329
Gladstone Institutional Advisory
Florida
$303K +$27.2K +351 +10%
CFA
2330
Capstone Financial Advisors
Illinois
$301K +$387 +5 +0.1%
DPI
2331
Diversified Portfolios Inc
Michigan
$298K -$379K -4,891 -56%
EM
2332
ELCO Management
New York
$298K +$301K +3,885 New
RPAM
2333
Rhenman & Partners Asset Management
Sweden
$295K -$175K -2,257 -37%
AWA
2334
Acorn Wealth Advisors
Michigan
$295K +$542 +7 +0.2%
EA
2335
Elm Advisors
California
$292K +$22.2K +287 +8%
SCM
2336
Sterneck Capital Management
Missouri
$291K -$27.1K -350 -8%
GA
2337
Geller Advisors
New York
$290K +$12K +155 +4%
FGP
2338
Foyston, Gordon, & Payne
Ontario, Canada
$289K -$24.8K -320 -8%
CFN
2339
Cordasco Financial Network
Florida
$289K -$12K -155 -4%
VBFG
2340
Vishria Bird Financial Group
Tennessee
$289K
SCP
2341
Silverleafe Capital Partners
Tennessee
$289K +$38.7K +500 +15%
BRC
2342
Bell Rock Capital
Delaware
$286K -$70.8K -914 -20%
CA
2343
CapWealth Advisors
Tennessee
$286K -$45.1K -582 -14%
DA
2344
DSC Advisors
Illinois
$286K -$41.6K -538 -13%
SCG
2345
Sonata Capital Group
Washington
$286K -$14K -181 -5%
ACM
2346
AUA Capital Management
Pennsylvania
$285K
SRIM
2347
Saratoga Research & Investment Management
California
$285K +$11.2K +145 +4%
RCP
2348
Rothschild Capital Partners
New York
$284K
PFA
2349
Pinnacle Family Advisors
Missouri
$283K +$21.1K +272 +8%
PI
2350
PFS Investments
Georgia
$282K +$287K +3,703 New

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.