We are live on ! Find out more
XOM icon

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
HS
2526
Horan Securities
United States
$30K -$24.3K -319 -46%
ACA
2527
Atlas Capital Advisors
Wyoming
$26.9K +$12.3K +161 +94%
TVWM
2528
Tower View Wealth Management
Wisconsin
$25K +$152 +2 +0.7%
OAJ
2529
Ogorek Anthony Joseph
New York
$19K
CF
2530
Centaurus Financial
California
$18.9K +$29.7K +389 +34%
RCG
2531
Ruggie Capital Group
Florida
$17K -$92.6K -1,215 -85%
BCMIO
2532
Beacon Capital Management Inc (Ohio)
Ohio
$16K
LPC
2533
Loeb Partners Corp
New York
$12K -$3.84M -50,328 -100%
SQA
2534
Simon Quick Advisors
New Jersey
$12K -$30K -393 -72%
RWG
2535
Regal Wealth Group
California
$10K
ST
2536
Sageworth Trust
Pennsylvania
$9K +$7.7K +101 +1,010%
BFG
2537
Beacon Financial Group
Texas
$7.58K +$95.1K +1,247 +1%
IP
2538
Intellectus Partners
California
$7K -$2.52K -33 -26%
EAM
2539
Eukles Asset Management
Ohio
$7K +$3.13K +41 +84%
TJHA
2540
Thomas J. Herzfeld Advisors
Florida
$6K
Marshall Wace
2541
Marshall Wace
United Kingdom
$6K +$6.1K +80 New
GI
2542
GS Investments
Minnesota
$5.58K
CT
2543
Chicago Trust
Illinois
$5.25K -$13.3K -175 -0.3%
NIM
2544
NuWave Investment Management
New Jersey
$5K -$107K -1,407 -96%
SI
2545
Sprott Inc
Ontario, Canada
$4.86K -$370K -4,850 -7%
DWA
2546
Dougherty Wealth Advisers
Minnesota
$4K
FIA
2547
FNY Investment Advisers
New York
$4K
JAM
2548
JCIC Asset Management
Ontario, Canada
$4K
SHIM
2549
Stone House Investment Management
Pennsylvania
$4K +$3.81K +50 New
TCA
2550
Tortoise Capital Advisors
Kansas
$3K

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.