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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
SWM
2626
Sequoia Wealth Management
Illinois
-$412K -6,048 Closed
Diamond Hill Capital Management
2627
Diamond Hill Capital Management
Ohio
-$349K -5,114 Closed
IWS
2628
Insight Wealth Strategies
California
-$342K -5,019 Closed
SPI
2629
Santori & Peters Inc
Pennsylvania
-$340K -4,993 Closed
FAM
2630
Flaharty Asset Management
Florida
-$337K -4,936 Closed
NFGCM
2631
Norman Fields Gottscho Capital Management
New York
-$325K -4,764 Closed
SCM
2632
Stonehearth Capital Management
Massachusetts
-$324K -4,751 Closed
FCMC
2633
Founders Capital Management (Connecticut)
Connecticut
-$323K -4,730 Closed
BFM
2634
Boothbay Fund Management
New York
-$300K -4,400 Closed
HCM
2635
Howard Capital Management
Georgia
-$275K -4,000 Closed
BMCM
2636
Bryn Mawr Capital Management
Pennsylvania
-$262K -3,840 Closed
PFA
2637
Pure Financial Advisors
California
-$259K -3,793 Closed
TPW
2638
Tiller Private Wealth
Pennsylvania
-$255K -3,740 Closed
CM
2639
Cornerstone Management
Georgia
-$247K -3,619 Closed
CA
2640
Continuum Advisory
Idaho
-$244K -3,585 Closed
TRAM
2641
Tuscan Ridge Asset Management
Illinois
-$233K -3,050 Closed
MIH
2642
Meitav Investment House
Israel
-$205K -3,011 Closed
IIA
2643
IPG Investment Advisors
California
-$205K -3,000 Closed
BO
2644
Bach Option
Hong Kong
-$226K -2,959 Closed
BIA
2645
BHK Investment Advisors
Alabama
-$200K -2,939 Closed
WANY
2646
Wealthspire Advisors (New York)
New York
-$195K -2,864 Closed
TWMP
2647
Taylor Wealth Management Partners
Massachusetts
-$131K -1,921 Closed
RCWMU
2648
Rothschild & Co Wealth Management (UK)
United Kingdom
-$87K -1,269 Closed
FTI
2649
Fiduciary Trust International
Massachusetts
-$76K -1,112 Closed
UOTTAIMCU
2650
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$37K -540 Closed

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.