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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
ITIM
1426
Indiana Trust & Investment Management
Indiana
$1.97M -$32.8K -430 -2%
SLF
1427
Sun Life Financial
Ontario, Canada
$1.97M -$123K -1,612 -6%
WI
1428
WrapManager Inc
California
$1.97M +$329K +4,314 +21%
BCP
1429
Berkeley Capital Partners
Georgia
$1.97M -$160K -2,095 -8%
BWM
1430
BerganKDV Wealth Management
Minnesota
$1.97M +$36.3K +476 +2%
SAM
1431
Sawgrass Asset Management
Florida
$1.97M +$25.6K +336 +1%
ST
1432
Somerset Trust
Pennsylvania
$1.96M +$13K +170 +0.7%
QPWM
1433
Quadrant Private Wealth Management
Pennsylvania
$1.96M +$78.4K +1,028 +4%
NB
1434
Nicolet Bankshares
Wisconsin
$1.96M -$14.2K -186 -0.8%
GFS
1435
GYL Financial Synergies
Connecticut
$1.95M -$64.8K -850 -3%
NG
1436
Northstar Group
New York
$1.95M -$1.37K -18 -0.1%
CHP
1437
Cable Hill Partners
Oregon
$1.95M +$485K +6,363 +36%
NB
1438
Northwest Bancshares
Pennsylvania
$1.95M -$30.7K -403 -2%
SCM
1439
Southport Capital Management
Tennessee
$1.95M +$34.5K +452 +2%
OCM
1440
Osterweis Capital Management
California
$1.93M -$23.3K -306 -1%
FC
1441
Forte Capital
New York
$1.93M -$43.8K -574 -2%
MDCM
1442
Morgan Dempsey Capital Management
Wisconsin
$1.91M +$118K +1,554 +7%
CCM
1443
Crossvault Capital Management
Texas
$1.9M +$81.7K +1,071 +5%
ECM
1444
ExodusPoint Capital Management
New York
$1.9M +$682K +8,948 +62%
PP
1445
Pegasus Partners
Wisconsin
$1.9M +$825K +10,825 +85%
LSPW
1446
Lake Street Private Wealth
Illinois
$1.89M +$1.79M +23,444 New
PFGIA
1447
Patriot Financial Group Insurance Agency
Massachusetts
$1.89M +$30.5K +400 +2%
TFS
1448
Thoroughbred Financial Services
Tennessee
$1.89M -$16.9K -221 -0.9%
EHWM
1449
Eads & Heald Wealth Management
Georgia
$1.89M +$30.6K +402 +2%
WPW
1450
Winthrop Partners - WNY
New York
$1.89M -$124K -1,625 -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.