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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
UAS
1526
United Asset Strategies
New York
$1.66M +$955K +12,532 +157%
CCG
1527
Ceeto Capital Group
Florida
$1.66M +$76.2K +1,000 +5%
LDFR
1528
Lehman & Derafelo Financial Resources
Pennsylvania
$1.65M +$737K +9,664 +89%
BOS
1529
Bingham Osborn & Scarborough
California
$1.65M -$11.4K -149 -0.7%
OAM
1530
Oak Asset Management
California
$1.64M +$123K +1,608 +9%
BCM
1531
Blume Capital Management
California
$1.64M +$9.53K +125 +0.6%
RFA
1532
Reilly Financial Advisors
California
$1.63M -$1.29M -16,922 -46%
HFA
1533
High Falls Advisors
New York
$1.63M +$150K +1,967 +11%
UBG
1534
United Bank (Georgia)
Georgia
$1.63M +$79.4K +1,042 +5%
HWM
1535
Highwater Wealth Management
Colorado
$1.63M -$93.3K -1,224 -6%
TFS
1536
TrustCore Financial Services
Tennessee
$1.63M +$36.3K +476 +2%
CC
1537
Cadinha & Co
Hawaii
$1.63M -$143K -1,880 -9%
MFG
1538
Magnus Financial Group
New York
$1.62M +$128K +1,674 +9%
SFG
1539
SNS Financial Group
Minnesota
$1.62M +$39.6K +520 +3%
TA
1540
TFG Advisers
Michigan
$1.62M +$4.27K +56 +0.3%
AAIM
1541
American Assets Investment Management
California
$1.61M
HCP
1542
Holt Capital Partners
Texas
$1.61M
HFA
1543
Hoover Financial Advisors
Pennsylvania
$1.61M -$20.2K -265 -1%
AC
1544
Abbrea Capital
California
$1.61M +$14.8K +194 +1%
WAP
1545
Wealthcare Advisory Partners
Pennsylvania
$1.61M +$27.3K +358 +2%
JAM
1546
Jolley Asset Management
North Carolina
$1.6M +$8.01K +105 +0.5%
WWM
1547
Western Wealth Management
Colorado
$1.6M +$295K +3,874 +24%
COI
1548
Capital One Investing
Virginia
$1.6M +$577K +7,569 +62%
GC
1549
Grace Capital
Massachusetts
$1.6M -$625K -8,198 -29%
IAS
1550
IMA Advisory Services
Colorado
$1.59M +$63.4K +831 +4%

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.