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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
LIM
1651
Loudon Investment Management
New Hampshire
$1.34M +$196K +2,570 +18%
GBBWRPM
1652
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.34M -$79.6K -1,044 -6%
FFG
1653
Frisch Financial Group
New York
$1.33M +$360K +4,721 +40%
AAM
1654
Ascension Asset Management
New York
$1.33M -$34.3K -450 -3%
MKC
1655
M. Kraus & Co
Vermont
$1.33M +$7.47K +98 +0.6%
JDR
1656
Jay D. Rosenbaum
$1.33M -$181K -2,370 -13%
GF
1657
Goodman Financial
Texas
$1.32M -$189K -2,479 -13%
GCM
1658
Gables Capital Management
Florida
$1.32M -$1.06M -13,890 -46%
Credit Agricole
1659
Credit Agricole
France
$1.32M -$118K -1,553 -9%
WBC
1660
West Branch Capital
Massachusetts
$1.32M +$115K +1,505 +10%
SSWM
1661
Sheets Smith Wealth Management
North Carolina
$1.32M +$193K +2,534 +18%
AF
1662
AMG Funds
Connecticut
$1.31M +$83.3K +1,093 +7%
SCA
1663
Sippican Capital Advisors
Massachusetts
$1.31M +$67.5K +885 +6%
GSC
1664
G&S Capital
Colorado
$1.31M +$435K +5,702 +54%
ADL
1665
Asset Dedication LLC
California
$1.3M +$433K +5,673 +54%
WA
1666
Wealth Architects
California
$1.3M -$83.2K -1,091 -6%
SIG
1667
Sargent Investment Group
Maryland
$1.3M +$235K +3,076 +24%
AWM
1668
Aevitas Wealth Management
Massachusetts
$1.3M +$967K +12,689 +370%
SNBOSD
1669
Security National Bank of So Dak
Iowa
$1.3M +$158K +2,074 +15%
AFS
1670
Access Financial Services
Minnesota
$1.3M +$381 +5 +0%
SWA
1671
Stratos Wealth Advisors
Ohio
$1.3M +$45K +590 +4%
RHBC
1672
R.H. Bluestein & Co
Michigan
$1.3M -$762 -10 -0.1%
CIA
1673
Cascade Investment Advisors
Oregon
$1.29M -$9.91K -130 -0.8%
NJBEST
1674
New Jersey Better Educational Savings Trust
New Jersey
$1.29M -$229K -3,000 -16%
BPWA
1675
Beacon Pointe Wealth Advisors
California
$1.29M +$111K +1,461 +10%

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.