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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
SSA
1676
South Street Advisors
New York
$1.29M +$509K +6,680 +72%
GVAG
1677
Great Valley Advisor Group
Delaware
$1.28M +$40.5K +531 +3%
GS
1678
Gagnon Securities
New York
$1.28M +$7.62K +100 +0.6%
HHGA
1679
Halbert Hargrove Global Advisors
California
$1.28M -$5.11K -67 -0.4%
CBFP
1680
Cedar Brook Financial Partners
Ohio
$1.28M +$102K +1,337 +9%
SP
1681
Successful Portfolios
Florida
$1.28M -$1.52K -20 -0.1%
PA
1682
PFG Advisors
Arizona
$1.28M -$89.2K -1,170 -7%
VNIM
1683
Vaughan Nelson Investment Management
Texas
$1.27M
PCM
1684
Penserra Capital Management
California
$1.27M -$217K -2,843 -15%
ACPU
1685
Arrowgrass Capital Partners (US)
Delaware
$1.27M -$58.3K -764 -5%
UC
1686
Unio Capital
New Jersey
$1.27M
CA
1687
Claro Advisors
Massachusetts
$1.27M +$175K +2,299 +17%
W
1688
Wealthquest
Ohio
$1.26M -$2.67K -35 -0.2%
RIA
1689
Realta Investment Advisors
Delaware
$1.26M +$1.19M +15,631 New
LRIC
1690
Long Road Investment Counsel
Michigan
$1.26M +$776K +10,184 +188%
BCM
1691
Bayesian Capital Management
New York
$1.26M +$856K +11,228 +257%
BWM
1692
Baystate Wealth Management
Massachusetts
$1.26M -$12.7K -166 -1%
9WM
1693
9258 Wealth Management
Ohio
$1.26M +$40.3K +528 +4%
NFG
1694
Next Financial Group
Texas
$1.25M -$1.29M -16,876 -52%
NFH
1695
NEXT Financial Holdings
Texas
$1.25M +$1.18M +15,507 New
ACM
1696
Argyle Capital Management
Pennsylvania
$1.25M
CI
1697
Cowen Inc
New York
$1.24M +$1.17M +15,400 New
EGA
1698
E&G Advisors
Texas
$1.24M -$210K -2,755 -15%
SWMG
1699
Strategic Wealth Management Group
Maryland
$1.24M -$126K -1,658 -10%
TL
1700
TrueWealth LLC
Georgia
$1.24M -$26.8K -352 -2%

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.