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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
RA
1551
RFG Advisory
Alabama
$1.59M -$207K -2,709 -12%
FCA
1552
FinTrust Capital Advisors
South Carolina
$1.59M +$35.1K +461 +2%
LF
1553
Lantz Financial
Illinois
$1.59M +$1.5M +19,637 New
CAM
1554
Chesapeake Asset Management
New York
$1.58M -$15.2K -200 -1%
PBO
1555
Peoples Bank (Ohio)
Ohio
$1.58M -$249K -3,266 -14%
KBG
1556
Kahn Brothers Group
New York
$1.58M -$18.9K -248 -1%
BCP
1557
Blackhawk Capital Partners
Wisconsin
$1.58M +$174K +2,286 +13%
CCG
1558
Chatham Capital Group
Georgia
$1.58M +$31.6K +414 +2%
PA
1559
Perennial Advisors
New York
$1.56M +$535K +7,023 +57%
MBT
1560
Monroe Bank & Trust
Michigan
$1.56M -$15.7K -206 -1%
FPFS
1561
First Personal Financial Services
North Carolina
$1.55M +$249K +3,265 +20%
CCA
1562
Conestoga Capital Advisors
Pennsylvania
$1.55M
CIM
1563
CIM Investment Management
Pennsylvania
$1.55M -$444K -5,823 -23%
EF
1564
Empirical Finance
Pennsylvania
$1.55M +$176K +2,310 +14%
PAS
1565
Partnervest Advisory Services
California
$1.55M +$144K +1,891 +11%
PWPCM
1566
Perella Weinberg Partners Capital Management
New York
$1.54M +$1.46M +19,101 New
OKSA
1567
O'Keefe Stevens Advisory
New York
$1.54M
WCM
1568
Weik Capital Management
Pennsylvania
$1.54M +$1.14K +15 +0.1%
CPA
1569
Capital Planning Advisors
California
$1.53M +$45.9K +602 +3%
BW
1570
Bison Wealth
Georgia
$1.52M -$37.9K -497 -3%
CCM
1571
Cribstone Capital Management
Maine
$1.52M -$1.62M -21,290 -53%
AL
1572
Aspiriant LLC
California
$1.52M -$212K -2,785 -13%
KPW
1573
Kore Private Wealth
New York
$1.52M -$20.1K -263 -1%
BBL
1574
Beck Bode LLC
Massachusetts
$1.52M -$188K -2,469 -12%
PIM
1575
Provident Investment Management
Michigan
$1.51M -$177K -2,319 -11%

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.