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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
SW
401
SVB Wealth
Massachusetts
$19.4M -$637K -8,356 -3%
RM
402
Resource Management
Louisiana
$19.4M +$31.6K +414 +0.2%
GJIC
403
Gamble Jones Investment Counsel
California
$19M -$430K -5,636 -2%
PIA
404
Piedmont Investment Advisors
North Carolina
$19M +$504K +6,614 +3%
SCI
405
S&CO Inc
Massachusetts
$18.9M -$92.3K -1,210 -0.5%
GIM
406
Goelzer Investment Management
Indiana
$18.8M +$7.18M +94,120 +68%
PA
407
Pinnacle Associates
New York
$18.8M -$382K -5,015 -2%
EB
408
Eastern Bank
Massachusetts
$18.8M -$366K -4,801 -2%
BHWM
409
Bar Harbor Wealth Management
New Hampshire
$18.6M -$361K -4,730 -2%
RJT
410
Raymond James Trust
Florida
$18.6M -$75.5K -990 -0.4%
EWA
411
EP Wealth Advisors
California
$18.5M +$2.06M +26,996 +13%
CIBC World Market
412
CIBC World Market
Ontario, Canada
$18.5M +$1.19M +15,560 +7%
Fidelity International
413
Fidelity International
Bermuda
$18.4M -$1.73M -22,682 -9%
CAG
414
Crestwood Advisors Group
Massachusetts
$18.3M +$625K +8,200 +4%
ATC
415
Argent Trust Co
Tennessee
$18.2M +$562K +7,372 +3%
CIC
416
Carnegie Investment Counsel
Ohio
$18.2M +$4.46M +58,523 +35%
ONB
417
Old National Bancorp
Indiana
$18.2M -$1.92M -25,214 -10%
LSERS
418
Louisiana State Employees Retirement System
Louisiana
$18.1M +$122K +1,600 +0.7%
SRC
419
Shufro Rose & Co
New York
$18.1M -$74.3K -974 -0.4%
VLKIM
420
Van Lanschot Kempen Investment Management
Netherlands
$17.9M -$7.84M -102,856 -32%
Daiwa Securities Group
421
Daiwa Securities Group
Japan
$17.9M -$92.9K -1,219 -0.5%
ERIM
422
Eagle Ridge Investment Management
Connecticut
$17.9M +$38.7K +508 +0.2%
WCM
423
Wedge Capital Management
North Carolina
$17.8M -$1.26M -16,498 -7%
EWM
424
Evercore Wealth Management
New York
$17.7M -$451K -5,913 -3%
PFM
425
Parsec Financial Management
North Carolina
$17.6M -$880K -11,547 -5%

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.