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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
WA
1501
WealthTrust Axiom
Pennsylvania
$1.74M -$7.55K -99 -0.5%
FBC
1502
Fairfield, Bush & Co
Connecticut
$1.73M -$164K -2,150 -9%
TL
1503
Tirschwell & Loewy
New York
$1.73M
CP
1504
Camelot Portfolios
Ohio
$1.73M +$199K +2,610 +14%
BIA
1505
Bigelow Investment Advisors
Maine
$1.73M -$275K -3,603 -14%
CS
1506
Cannell & Spears
New York
$1.72M
SGCA
1507
Steel Grove Capital Advisors
Tennessee
$1.72M -$4.51M -59,142 -74%
WRM
1508
Weybosset Research & Management
Rhode Island
$1.72M -$168K -2,210 -9%
SIMM
1509
Stillwater Investment Management (Minnesota)
Minnesota
$1.72M -$534 -7 -0%
SFG
1510
SevenBridge Financial Group
Pennsylvania
$1.71M -$1.45K -19 -0.1%
VIG
1511
Vienna Insurance Group
Poland
$1.71M -$433K -5,682 -21%
SAM
1512
SignalPoint Asset Management
Missouri
$1.71M +$18.3K +240 +1%
BE
1513
Bonness Enterprises
District of Columbia
$1.7M
DBRC
1514
D.B. Root & Company
Pennsylvania
$1.7M +$3.81K +50 +0.2%
PWA
1515
Providence Wealth Advisors
Illinois
$1.7M +$55.2K +724 +4%
MCM
1516
Mengis Capital Management
Oregon
$1.7M +$30.3K +398 +2%
NDSI
1517
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M +$45.6K +598 +3%
CT
1518
Clearstead Trust
Maine
$1.69M -$19.2K -252 -1%
BDF
1519
Balasa Dinverno & Foltz
$1.69M +$67.4K +884 +4%
KWM
1520
Kingsview Wealth Management
Oregon
$1.69M +$348K +4,566 +28%
BCM
1521
Baltimore Capital Management
Maryland
$1.68M +$1.59M +20,831 New
OWP
1522
Obermeyer Wealth Partners
Colorado
$1.68M -$68.2K -895 -4%
FWP
1523
FAS Wealth Partners
Kansas
$1.68M -$18.8K -247 -1%
LAIC
1524
Lederer & Associates Investment Counsel
California
$1.68M +$475K +6,230 +43%
CFD
1525
Creative Financial Designs
Indiana
$1.66M -$677K -8,875 -30%

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.