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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
BWCS
1451
Beirne Wealth Consulting Services
Connecticut
$1.89M +$1.83K +24 +0.1%
HW
1452
Hedeker Wealth
Illinois
$1.88M +$56.1K +736 +3%
HDIM
1453
Hanson & Doremus Investment Management
Vermont
$1.88M -$103K -1,350 -5%
WFI
1454
West Family Investments
California
$1.88M
BFC
1455
Bedel Financial Consulting
Indiana
$1.88M -$4.58K -60 -0.3%
CNB
1456
Camden National Bank
Maine
$1.87M +$51.1K +670 +3%
BOPW
1457
Brandywine Oak Private Wealth
Pennsylvania
$1.87M +$21.4K +281 +1%
CCA
1458
Conservest Capital Advisors
Pennsylvania
$1.87M -$9.84K -129 -0.6%
CFS
1459
CRA Financial Services
New Jersey
$1.86M -$61.5K -806 -3%
EWM
1460
Evermay Wealth Management
Virginia
$1.85M -$8.69K -114 -0.5%
FAG
1461
Financial Advisory Group
Texas
$1.85M -$15.2K -200 -0.9%
WCM
1462
Washington Capital Management
Washington
$1.85M -$282K -3,700 -14%
Barrow, Hanley, Mewhinney & Strauss
1463
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.84M +$324K +4,253 +23%
FIM
1464
Fernwood Investment Management
Massachusetts
$1.84M -$3.81K -50 -0.2%
VWA
1465
VERITY Wealth Advisors
United States
$1.84M
PW
1466
Price Wealth
Texas
$1.84M
BL
1467
BFSG LLC
California
$1.83M +$76 +1 +0%
PH
1468
Pinnacle Holdings
Oklahoma
$1.83M +$5.57K +73 +0.3%
SIAP
1469
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.83M +$88.9K +1,166 +5%
AIC
1470
Ameritas Investment Company
Nebraska
$1.83M -$3.34M -43,825 -66%
CP
1471
Coho Partners
Pennsylvania
$1.83M -$2.13K -28 -0.1%
ACM
1472
Armbruster Capital Management
New York
$1.82M +$552K +7,236 +47%
MIM
1473
Montgomery Investment Management
Maryland
$1.82M
PFA
1474
Paradigm Financial Advisors
Missouri
$1.82M -$28.3K -371 -2%
KCM
1475
Karp Capital Management
California
$1.82M -$8.01K -105 -0.5%

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.