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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
LMAM
1701
Legg Mason Asset Management
Japan
$1.24M +$168K +2,200 +17%
JFA
1702
Johanson Financial Advisors
California
$1.24M +$325K +4,266 +39%
MPM
1703
Meritage Portfolio Management
Kansas
$1.24M -$46.3K -607 -4%
EML
1704
Eos Management LP
New York
$1.23M
TG
1705
TCW Group
California
$1.23M +$289K +3,787 +33%
RIG
1706
Roosevelt Investment Group
New York
$1.22M -$64.5K -846 -5%
FWM
1707
Focused Wealth Management
New York
$1.22M -$10.1K -133 -0.9%
IFWM
1708
Institute for Wealth Management
Colorado
$1.22M -$1.08M -14,129 -48%
OFS
1709
Orrstown Financial Services
Pennsylvania
$1.22M +$88.8K +1,165 +8%
MA
1710
MONECO Advisors
Connecticut
$1.22M +$134K +1,756 +13%
MMG
1711
Monetary Management Group
Missouri
$1.22M
DOA
1712
D'Orazio & Associates
Virginia
$1.21M +$527K +6,908 +85%
CF
1713
CNA Financial
Illinois
$1.21M -$94.9K -1,245 -8%
VCM
1714
Vivaldi Capital Management
Illinois
$1.21M +$872K +11,435 +321%
VCM
1715
Vigilant Capital Management
Maine
$1.21M -$161K -2,106 -12%
DAM
1716
Diamant Asset Management
Connecticut
$1.21M
MMA
1717
Miracle Mile Advisors
California
$1.2M +$749K +9,826 +193%
LIA
1718
LBMC Investment Advisors
Tennessee
$1.2M -$5.49K -72 -0.5%
PWP
1719
Principle Wealth Partners
Connecticut
$1.2M -$137K -1,802 -11%
ARG
1720
Advisory Resource Group
Oklahoma
$1.2M +$54.4K +714 +5%
BCM
1721
Beck Capital Management
Texas
$1.2M +$70.6K +926 +7%
AIM
1722
Arcadia Investment Management
Michigan
$1.2M +$14.1K +185 +1%
TC
1723
Truvestments Capital
Florida
$1.19M +$1.12M +14,748 New
AIA
1724
AIMZ Investment Advisors
California
$1.19M +$229 +3 +0%
BCA
1725
Bay Colony Advisors
Massachusetts
$1.19M +$104K +1,370 +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.