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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
CIP
926
Convergence Investment Partners
Florida
$4.75M +$1.27M +16,682 +40%
ACM
927
Aviance Capital Management
Florida
$4.74M +$4.45M +58,348 +17,061%
ZB
928
Zions Bancorporation
Utah
$4.73M +$326K +4,273 +8%
ODCM
929
Old Dominion Capital Management
Virginia
$4.73M -$20K -262 -0.4%
AWM
930
Altavista Wealth Management
North Carolina
$4.73M -$169K -2,218 -4%
RG
931
Rikoon Group
New Mexico
$4.72M -$23.8K -312 -0.5%
BAM
932
Belpointe Asset Management
Nevada
$4.71M +$2.07M +27,117 +87%
VWM
933
Venturi Wealth Management
Texas
$4.68M -$534K -7,008 -11%
ISB
934
Iowa State Bank
Iowa
$4.67M +$27.2K +357 +0.6%
CCT
935
Capital City Trust
Florida
$4.66M +$16.1K +211 +0.4%
BAAM
936
Baker Avenue Asset Management
California
$4.66M +$119K +1,559 +3%
MIAN
937
Mariner Independent Advisor Network
Kansas
$4.65M -$184K -2,414 -4%
KOCAA
938
Knights of Columbus Asset Advisors
Connecticut
$4.64M -$324K -4,250 -7%
PT
939
Plimoth Trust
Massachusetts
$4.63M +$184K +2,411 +4%
QCM
940
Quest Capital Management
Texas
$4.62M +$250K +3,283 +6%
APA
941
American Portfolios Advisors
New York
$4.62M +$752K +9,868 +21%
CCP
942
Corient Capital Partners
California
$4.61M +$1.08M +14,155 +33%
CA
943
CastleArk Alternatives
Illinois
$4.61M -$7.87M -103,270 -64%
CWG
944
Cornerstone Wealth Group
North Carolina
$4.61M +$4.35M +57,021 New
WFMPM
945
Woodley Farra Manion Portfolio Management
Indiana
$4.61M -$133K -1,739 -3%
PFS
946
Physicians Financial Services
North Carolina
$4.58M +$26K +341 +0.6%
WAOTB
947
Wealth Advisors of Tampa Bay
Florida
$4.57M -$117K -1,537 -3%
SFG
948
Summit Financial Group
West Virginia
$4.54M +$8.62K +113 +0.2%
ZIC
949
ZWJ Investment Counsel
Georgia
$4.54M -$1.11M -14,535 -21%
VCM
950
Violich Capital Management
California
$4.54M -$32K -420 -0.7%

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.