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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
PAI
1051
Pittenger & Anderson Inc
Nebraska
$3.77M +$655K +8,585 +23%
LRPA
1052
L. Roy Papp & Associates
Arizona
$3.75M -$704K -9,240 -17%
CHAM
1053
Clear Harbor Asset Management
Connecticut
$3.75M -$16.4K -215 -0.5%
RP
1054
Rice Partnership
Hawaii
$3.75M +$144K +1,884 +4%
PL
1055
Perpetual Ltd
Australia
$3.75M
GA
1056
GFS Advisors
Texas
$3.74M -$4.15M -54,465 -54%
MPIA
1057
Mountain Pacific Investment Advisers
Idaho
$3.73M -$7.62K -100 -0.2%
CPIA
1058
Cornell Pochily Investment Advisors
New York
$3.73M -$792K -10,389 -18%
BEC
1059
Blue Edge Capital
Virginia
$3.71M -$326K -4,282 -9%
PWAP
1060
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.7M +$3.89K +51 +0.1%
DBIA
1061
Dumont & Blake Investment Advisors
New Jersey
$3.7M +$30.8K +404 +0.9%
FMWA
1062
Forvis Mazars Wealth Advisors
Missouri
$3.7M +$1.64M +21,460 +88%
BBNA
1063
Bremer Bank National Association
Minnesota
$3.7M +$3.51M +46,048 New
MCM
1064
McMillion Capital Management
North Carolina
$3.7M +$82.6K +1,084 +2%
RMCM
1065
Reynders McVeigh Capital Management
Massachusetts
$3.69M -$101K -1,329 -3%
MTC
1066
McDaniel Terry & Co
Texas
$3.69M +$28.4K +372 +0.8%
GIM
1067
Guardian Investment Management
California
$3.69M -$7.09K -93 -0.2%
MSAM
1068
Moloney Securities Asset Management
Missouri
$3.69M +$311K +4,084 +10%
HFM
1069
Hartford Financial Management
Connecticut
$3.69M +$57.7K +757 +2%
DPIM
1070
Duff & Phelps Investment Management
Illinois
$3.69M +$68.6K +900 +2%
CM
1071
Castleark Management
Illinois
$3.68M -$5.93M -77,720 -63%
KS
1072
Karpas Strategies
Connecticut
$3.67M +$2.21K +29 +0.1%
SBWM
1073
Sunflower Bank Wealth Management
Arizona
$3.67M -$245K -3,216 -7%
DLHL
1074
Donald L. Hagan LLC
Florida
$3.67M +$1.26M +16,540 +57%
HR
1075
Howe & Rusling
New York
$3.67M +$308K +4,043 +10%

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.