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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
ECA
1576
Elevated Capital Advisors
Utah
$1.51M +$2.85M +37,393 New
WOC
1577
West Oak Capital
California
$1.51M +$37K +485 +3%
WC
1578
Weil Company
California
$1.5M -$37K -485 -3%
SJIM
1579
St. Johns Investment Management
Florida
$1.5M -$4.96K -65 -0.3%
AEPG
1580
American Economic Planning Group
New Jersey
$1.5M -$1.98K -26 -0.1%
BDWM
1581
Brewin Dolphin Wealth Management
Ireland
$1.5M
VF
1582
Virtu Financial
New York
$1.5M -$2.25M -29,504 -61%
AAM
1583
Autus Asset Management
Arizona
$1.5M -$152K -2,000 -10%
DR
1584
Davis Rea
Ontario, Canada
$1.5M
LC
1585
Lincoln Capital
Nebraska
$1.5M +$6.02K +79 +0.4%
MYIA
1586
Mount Yale Investment Advisors
Colorado
$1.49M -$125K -1,636 -8%
DRD
1587
Dennis R. Delaney
$1.49M -$31.3K -410 -2%
BWAM
1588
Boyd Watterson Asset Management
Ohio
$1.49M
IWC
1589
Integrated Wealth Concepts
Massachusetts
$1.49M +$134K +1,760 +11%
PWMAG
1590
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M +$244K +3,196 +21%
PIMG
1591
Patriot Investment Management Group
Tennessee
$1.49M +$1.4M +18,385 New
CWM
1592
Chesapeake Wealth Management
Virginia
$1.48M -$28.9K -379 -2%
BC
1593
Brinker Capital
Pennsylvania
$1.48M +$873K +11,444 +168%
MWM
1594
Merriman Wealth Management
Washington
$1.47M -$197K -2,579 -12%
F
1595
F3Logic
Minnesota
$1.47M +$303K +3,980 +28%
CWM
1596
Cabot Wealth Management
Massachusetts
$1.47M +$39.3K +516 +3%
FNBOH
1597
First National Bank of Hutchinson
Kansas
$1.47M +$312K +4,092 +29%
WBG
1598
Wharton Business Group
Pennsylvania
$1.47M
SXL
1599
Summit X LLC
Missouri
$1.46M +$457 +6 +0%
HCMT
1600
Highland Capital Management (Texas)
Texas
$1.45M +$1.37M +18,000 New

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.