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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
CCM
851
Coldstream Capital Management
Washington
$5.58M +$535K +7,012 +11%
MYLI
852
Meiji Yasuda Life Insurance
Japan
$5.58M -$787K -10,317 -13%
WAAG
853
Wealth Alliance Advisory Group
Kansas
$5.56M -$174K -2,284 -3%
LNC
854
Lincoln National Corp
Pennsylvania
$5.55M +$318K +4,169 +6%
GBT
855
Grove Bank & Trust
Florida
$5.54M -$73.7K -967 -1%
NAMP
856
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.54M -$15.8K -207 -0.3%
LA
857
LVW Advisors
New York
$5.54M +$194K +2,542 +4%
PTB
858
Pioneer Trust Bank
Oregon
$5.53M -$29.5K -387 -0.6%
BCM
859
BTC Capital Management
Iowa
$5.48M +$387K +5,075 +8%
TRIM
860
Thompson Rubinstein Investment Management
Oregon
$5.47M +$60.6K +795 +1%
JWM
861
JGP Wealth Management
Oregon
$5.46M +$1.47M +19,217 +40%
CIM
862
Cambria Investment Management
California
$5.45M +$47.1K +618 +0.9%
BMC
863
Beaton Management Company
Massachusetts
$5.43M -$160K -2,092 -3%
SWM
864
SeaCrest Wealth Management
New York
$5.43M +$69K +905 +1%
PI
865
Pettee Investors
Connecticut
$5.42M +$53.4K +701 +1%
MRCM
866
M&R Capital Management
New Jersey
$5.42M -$57K -747 -1%
CFGS
867
Concourse Financial Group Securities
Alabama
$5.4M -$360K -4,721 -7%
SFM
868
Signet Financial Management
New Jersey
$5.39M -$202K -2,654 -4%
Cetera Investment Advisers
869
Cetera Investment Advisers
Illinois
$5.38M +$1.4M +18,380 +38%
AI
870
Ariel Investments
Illinois
$5.36M -$1.17M -15,340 -19%
JFGIW
871
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.36M -$708K -9,285 -12%
SVWA
872
Sound View Wealth Advisors
Georgia
$5.34M -$72.9K -956 -1%
SCA
873
Snowden Capital Advisors
New York
$5.34M +$619K +8,113 +14%
LWAC
874
Laurel Wealth Advisors (California)
California
$5.34M -$188K -2,466 -4%
JC
875
Jacobs & Co
California
$5.33M -$994K -13,034 -17%

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.