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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
LNWWM
776
Laird Norton Wetherby Wealth Management
California
$6.5M -$235K -3,077 -4%
AAM
777
Aureus Asset Management
Massachusetts
$6.45M +$33.9K +445 +0.6%
Wealth Enhancement Advisory Services
778
Wealth Enhancement Advisory Services
Minnesota
$6.44M +$884K +11,593 +18%
BRCM
779
Bright Rock Capital Management
Massachusetts
$6.42M
CCMINC
780
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.41M +$885K +11,604 +17%
CBA
781
Coastal Bridge Advisors
Connecticut
$6.41M -$110K -1,444 -2%
EVM
782
Evelyn V. Moreno
$6.39M -$193K -2,535 -3%
LI
783
Lafayette Investments
Maryland
$6.36M -$132K -1,729 -2%
WCF
784
West Coast Financial
California
$6.34M +$739K +9,694 +14%
ACP
785
Ashfield Capital Partners
California
$6.32M +$20.7K +271 +0.3%
PPCM
786
Pillar Pacific Capital Management
California
$6.29M +$594K +7,789 +11%
NP
787
NS Partners
United Kingdom
$6.29M -$536K -7,026 -8%
IP
788
Isthmus Partners
Wisconsin
$6.28M +$478K +6,268 +8%
Carson Wealth (CWM LLC)
789
Carson Wealth (CWM LLC)
Nebraska
$6.27M -$25.5M -334,979 -77%
CMO
790
Covenant Multifamily Offices
Texas
$6.27M -$41.6K -546 -0.7%
JG
791
Jefferies Group
New York
$6.26M -$7.04M -92,324 -54%
MCM
792
Monarch Capital Management
Indiana
$6.23M +$3.81K +50 +0.1%
NIA
793
Northstar Investment Advisors
Colorado
$6.21M -$894K -11,729 -13%
GSBTD
794
Glenview State Bank Trust Department
Illinois
$6.2M -$11.4K -150 -0.2%
EWA
795
Exencial Wealth Advisors
Oklahoma
$6.17M -$61.9K -812 -1%
CHC
796
City Holding Co
West Virginia
$6.14M +$50.9K +668 +0.9%
SWM
797
SVA Wealth Management
Wisconsin
$6.11M +$237K +3,110 +4%
FNBTCON
798
First National Bank & Trust Co of Newtown
Pennsylvania
$6.11M -$123K -1,609 -2%
MIM
799
Marco Investment Management
Georgia
$6.1M -$541K -7,101 -9%
KFS
800
Kurt F. Somerville
$6.08M -$842K -11,042 -13%

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.