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ExxonMobil

2,559 hedge funds and large institutions have $191B invested in ExxonMobil in 2019 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 1,053 increasing their positions, 1,142 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $157B → $191B (+$33.2B)

21% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 97

15% more funds holding in top 10

Funds holding in top 10: 290333 (+43)

11% more call options, than puts

Call options by funds: $2.1B | Put options by funds: $1.89B

0.9% more ownership

Funds ownership: 54.9%55.81% (+0.9%)

0% less funds holding

Funds holding: 2,5712,559 (-12)

8% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,142

Holders
2,559
Holders Change
-12
Holders Change %
-0.47%
% of All Funds
55.38%
Holding in Top 10
333
Holding in Top 10 Change
+43
Holding in Top 10 Change %
+14.83%
% of All Funds
7.21%
New
117
Increased
1,053
Reduced
1,142
Closed
97
Calls
$2.1B
Puts
$1.89B
Net Calls
+$209M
Net Calls Change
+$47.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
226
Welch & Forbes
Massachusetts
$55.3M -$2.17M -28,487 -4%
WB
227
WesBanco Bank
West Virginia
$54.6M +$2.14M +28,016 +4%
CA
228
Cortland Advisers
Delaware
$53.8M
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$53.7M -$183K -2,405 -0.4%
PI
230
PineBridge Investments
New York
$53.6M +$6.08M +79,803 +14%
DZ Bank
231
DZ Bank
Germany
$53.4M +$5.25M +68,874 +12%
FIM
232
Foresters Investment Management
New York
$52.9M +$6.33M +83,000 +15%
KCM
233
Kornitzer Capital Management
Kansas
$52.5M -$5.67M -74,429 -10%
NMIMC
234
Northwestern Mutual Investment Management Company
Wisconsin
$52M +$441K +5,779 +0.9%
CCM
235
Cullen Capital Management
New York
$50.6M +$172K +2,260 +0.4%
Cambridge Investment Research Advisors
236
Cambridge Investment Research Advisors
Iowa
$50.6M +$517K +6,779 +1%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$50.4M +$2.98M +39,092 +7%
EP
238
Elkfork Partners
Oregon
$50M +$876K +11,484 +2%
COPPSERS
239
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$49.8M +$14M +183,278 +42%
MSA
240
Mason Street Advisors
Wisconsin
$48.8M +$576K +7,558 +1%
NPA
241
Nichols & Pratt Advisers
Massachusetts
$48M +$207K +2,710 +0.5%
Jane Street
242
Jane Street
New York
$47.8M +$22.6M +296,498 +100%
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$47.5M -$1.61M -21,087 -3%
MAM
244
Martingale Asset Management
Massachusetts
$47.4M +$1.14M +15,008 +3%
Lazard Asset Management
245
Lazard Asset Management
New York
$47M +$2.2M +28,828 +5%
FIM
246
Frontier Investment Management
Texas
$46.6M +$7.21M +94,508 +20%
NRS
247
Neville Rodie & Shaw
New York
$46.4M -$584K -7,665 -1%
PWLP
248
Prio Wealth Limited Partnership
Massachusetts
$46.3M -$353K -4,630 -0.8%
HIMCH
249
Hartford Investment Management Co (HIMCO)
Connecticut
$46.2M +$2.45M +32,165 +6%
MOACM
250
Mutual of America Capital Management
New York
$45.8M +$861K +11,288 +2%

XOM Hedge Fund Activity: Q1 2019 in Review

2,559 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q1 2019, worth a combined $191B — up 21% from $157B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XOM positions and 97 closed out — a net gain of 20 holders — while 1,053 added to existing stakes and 1,142 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.17B. The largest seller was Wellington Management Group, cutting an estimated $505M.

  • 2,559 institutional investors held ExxonMobil (XOM) as of Q1 2019, down from 2,571 in Q4 2018.
  • Funds reported $191B of ExxonMobil stock for Q1 2019, up 21% quarter-over-quarter.
  • 117 funds opened new ExxonMobil positions in Q1 2019 and 97 closed out, a net change of +20 holders.
  • The largest ExxonMobil buyer in Q1 2019 was Capital World Investors, an estimated $1.17B added.
  • The largest ExxonMobil seller in Q1 2019 was Wellington Management Group, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2019.