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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
ST
2451
Sageworth Trust
Pennsylvania
$160K +$153K +1,978 +1,782%
CFA
2452
Camarda Financial Advisors
Florida
$155K -$2.94K -38 -2%
NPP
2453
New Potomac Partners
Maryland
$150K -$27.1K -350 -15%
RTC
2454
Riverview Trust Company
Washington
$150K -$9.6K -124 -6%
BEI
2455
Benjamin Edwards Inc
Missouri
$141K -$25.9K -335 -15%
ME
2456
McIlrath & Eck
Washington
$140K
JWM
2457
Janiczek Wealth Management
Colorado
$137K
BAMG
2458
Brand Asset Management Group
Missouri
$136K -$63.2K -816 -31%
AJ
2459
Ashburton (Jersey)
Jersey
$129K +$101K +1,302 +343%
LWS
2460
Lucia Wealth Services
California
$126K +$52.9K +683 +71%
MWC
2461
MKD Wealth Coaches
Michigan
$120K
MS
2462
Mizuho Securities
Japan
$115K +$116K +1,500 New
WIM
2463
Westside Investment Management
California
$114K +$818K +10,561 New
HCM
2464
Horrell Capital Management
Arkansas
$112K
JWBC
2465
John W. Bristol & Co
New York
$111K
HWM
2466
Holloway Wealth Management
Florida
$106K
GWA
2467
Guidant Wealth Advisors
Illinois
$106K +$155 +2 +0.1%
FGAM
2468
Financial Gravity Asset Management
Texas
$106K +$464 +6 +0.4%
TFA
2469
Transamerica Financial Advisors
Florida
$106K +$107K +1,380 New
LWM
2470
Lenox Wealth Management
Ohio
$105K -$22.7K -293 -18%
MIM
2471
Macroview Investment Management
Maryland
$105K -$2.56K -33 -2%
CFG
2472
CKW Financial Group
Hawaii
$102K +$72K +930 +233%
AFIA
2473
America First Investment Advisors
Nebraska
$90K -$642K -8,291 -88%
BL
2474
Balentine LLC
Georgia
$90K +$29.4K +380 +48%
HH
2475
HWG Holdings
Texas
$85K -$3.87K -50 -4%

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.