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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
IOOF
2426
Independent Order of Foresters
Ontario, Canada
$209K
RWM
2427
Reston Wealth Management
Virginia
$207K -$341K -4,400 -62%
BHA
2428
Beech Hill Advisors
New York
$207K
SA
2429
SRH Advisors
Kansas
$206K
WCG
2430
Weaver Consulting Group
California
$205K
SL
2431
Salomon & Ludwin
Virginia
$204K +$42.2K +545 +26%
LPWM
2432
Lake Point Wealth Management
Texas
$203K
WAM
2433
Weiss Asset Management
Massachusetts
$203K +$9.44K +122 +5%
HCM
2434
HM Capital Management
Missouri
$203K +$205K +2,646 New
VIM
2435
Veritas Investment Management
United Kingdom
$202K
TCM
2436
Towercrest Capital Management
Pennsylvania
$201K
OCM
2437
Osbon Capital Management
Massachusetts
$201K +$203K +2,620 New
HA
2438
Heartland Advisors
Wisconsin
$200K -$12.3M -159,092 -98%
AA
2439
AlphaMark Advisors
Kentucky
$198K -$7.66K -99 -4%
BC
2440
Barnett & Company
Tennessee
$185K -$22.9K -296 -11%
CAM
2441
ClariVest Asset Management
California
$184K -$6.97K -90 -4%
AIM
2442
Advantage Investment Management
Iowa
$184K +$15.6K +202 +9%
RBC
2443
Roble Belko & Company
Pennsylvania
$183K -$15.5K -200 -8%
GT
2444
Glenmede Trust
Pennsylvania
$173K -$723K -9,339 -0.4%
PWP
2445
Personal Wealth Partners
Minnesota
$173K +$174K +2,253 New
CAGAS
2446
Capital Advisory Group Advisory Services
Minnesota
$172K -$9.29K -120 -5%
CWM
2447
Cranbrook Wealth Management
Michigan
$172K
NCM
2448
Next Capital Management
New York
$167K +$69.1K +892 +69%
FEG
2449
Financial Enhancement Group
Indiana
$166K
DRS
2450
Deane Retirement Strategies
Louisiana
$162K

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.