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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
WCM
1126
Whitener Capital Management
North Carolina
$3.31M +$24.3K +319 +0.8%
CCC
1127
Chelsea Counsel Company
California
$3.3M +$3.81K +50 +0.1%
GI
1128
GAMCO Investors
Connecticut
$3.29M -$64K -840 -2%
JWM
1129
Jupiter Wealth Management
Colorado
$3.29M +$3.09M +40,567 New
PCG
1130
Private Capital Group
Connecticut
$3.29M -$48.7K -639 -2%
DLCIG
1131
D.L. Carlson Investment Group
New Hampshire
$3.28M -$54.4K -713 -2%
RIA
1132
Regal Investment Advisors
Michigan
$3.28M -$17K -223 -0.5%
PMFA
1133
Plante Moran Financial Advisors
Michigan
$3.27M +$50.4K +661 +2%
IA
1134
IFG Advisory
Georgia
$3.27M +$221K +2,898 +8%
FLPIM
1135
F.L. Putnam Investment Management
Massachusetts
$3.27M +$57.7K +757 +2%
OPCM
1136
Osborne Partners Capital Management
California
$3.26M -$5.32M -69,820 -63%
FPS
1137
Fieldpoint Private Securities
Connecticut
$3.26M -$24.6K -323 -0.8%
JCM
1138
Janney Capital Management
Pennsylvania
$3.26M -$209K -2,736 -6%
WP
1139
WealthSource Partners
California
$3.25M -$544K -7,135 -15%
11A
1140
10-15 Associates
New York
$3.25M +$117K +1,528 +4%
SWMG
1141
Signature Wealth Management Group
Georgia
$3.25M +$159K +2,086 +5%
OIM
1142
Opus Investment Management
Massachusetts
$3.25M +$320K +4,200 +12%
IIC
1143
Ironwood Investment Counsel
Arizona
$3.24M -$105K -1,378 -3%
RMAM
1144
Raab & Moskowitz Asset Management
New Jersey
$3.23M -$93.2K -1,222 -3%
CVSCT
1145
C.V. Starr & Co Trust
New York
$3.23M
UFG
1146
United Fire Group
Iowa
$3.23M
NWS
1147
Newport Wealth Strategies
California
$3.23M +$9.22K +121 +0.3%
THWM
1148
Taylor Hoffman Wealth Management
Virginia
$3.23M +$175K +2,296 +6%
TSW
1149
Thompson Siegel & Walmsley
Virginia
$3.22M
BOCM
1150
Bontempo Ohly Capital Management
Maryland
$3.22M +$923K +12,108 +44%

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.