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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
RTC
2476
Riverview Trust Company
Washington
$169K +$41.1K +539 +35%
CFA
2477
Camarda Financial Advisors
Florida
$166K +$23.4K +307 +18%
SPL
2478
Smart Portfolios LLC
Washington
$163K
AIA
2479
Alera Investment Advisors
Illinois
$148K -$105K -1,377 -43%
JWM
2480
Janiczek Wealth Management
Colorado
$145K -$212K -2,783 -61%
WA
2481
Winfield Associates
Ohio
$140K -$15.2K -200 -10%
ME
2482
McIlrath & Eck
Washington
$140K +$25.2K +331 +24%
RWML
2483
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$137K -$6.79K -89 -5%
LWM
2484
Lenox Wealth Management
Ohio
$135K +$381 +5 +0.3%
FFW
2485
Fusion Family Wealth
New York
$130K -$457K -5,993 -79%
MWC
2486
MKD Wealth Coaches
Michigan
$126K
HCM
2487
Horrell Capital Management
Arkansas
$118K
JWBC
2488
John W. Bristol & Co
New York
$118K +$61K +800 +122%
MIM
2489
Macroview Investment Management
Maryland
$113K +$2.52K +33 +2%
FGAM
2490
Financial Gravity Asset Management
Texas
$113K +$105K +1,379 New
HWM
2491
Holloway Wealth Management
Florida
$112K
GWA
2492
Guidant Wealth Advisors
Illinois
$111K +$48.3K +634 +86%
WAS
2493
WESPAC Advisors SoCal
California
$106K
KL
2494
KWMG LLC
Kansas
$105K +$4.65K +61 +5%
NCM
2495
Next Capital Management
New York
$104K
CG
2496
Cutler Group
California
$96K -$35.7K -468 -28%
HH
2497
HWG Holdings
Texas
$94K -$18.4K -241 -17%
MUS
2498
Mitsubishi UFJ Securities
Japan
$90K +$84.6K +1,110 New
RCM
2499
Requisite Capital Management
Texas
$89K +$84.1K +1,103 New
CC
2500
Colrain Capital
Massachusetts
$87K -$30.5K -400 -27%

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.