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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
GEA
1751
Glen Eagle Advisors
New Jersey
$1.14M +$138K +1,805 +15%
BWP
1752
Bernardo Wealth Planning
Pennsylvania
$1.13M -$43.9K -576 -4%
DWM
1753
Dorchester Wealth Management
Quebec, Canada
$1.13M -$30.5K -400 -3%
LCM
1754
Leisure Capital Management
California
$1.13M -$98.4K -1,290 -8%
PAM
1755
Peak Asset Management
Colorado
$1.12M -$31.7K -416 -3%
LP
1756
LMR Partners
United Kingdom
$1.12M +$1.06M +13,869 New
MWPCG
1757
Measured Wealth Private Client Group
New Hampshire
$1.12M +$133K +1,747 +14%
AAM
1758
Auxier Asset Management
Oregon
$1.12M -$9.53K -125 -0.9%
EWM
1759
Elmwood Wealth Management
California
$1.12M -$52.2K -685 -5%
BPA
1760
Beacon Pointe Advisors
California
$1.11M -$12.4K -162 -1%
BWA
1761
Burt Wealth Advisors
Maryland
$1.11M +$134K +1,762 +15%
BBA
1762
Braun-Bostich & Associates
Pennsylvania
$1.11M -$205K -2,692 -16%
IP
1763
Investment Partners
Ohio
$1.1M -$11.7K -154 -1%
OFW
1764
Omnia Family Wealth
Florida
$1.1M +$200K +2,628 +24%
SG
1765
Somerset Group
Minnesota
$1.1M
HIM
1766
Hotaling Investment Management
Pennsylvania
$1.1M +$159K +2,088 +18%
TVAMP
1767
Tennessee Valley Asset Management Partners
Tennessee
$1.1M +$4.8K +63 +0.5%
WPIC
1768
White Pine Investment Company
Michigan
$1.1M +$45.7K +600 +5%
FFA
1769
Fragasso Financial Advisors
Pennsylvania
$1.1M -$8.08K -106 -0.8%
IAMOG
1770
Investors Asset Management of Georgia
Georgia
$1.1M +$51.5K +675 +5%
CW
1771
Cobiz Wealth
Colorado
$1.09M -$221K -2,897 -18%
CHA
1772
Carmichael Hill & Associates
Maryland
$1.09M -$69.1K -906 -6%
AIM
1773
Acropolis Investment Management
Missouri
$1.09M -$133K -1,743 -11%
KLWA
1774
Kelly Lawrence W & Associates
California
$1.08M -$229K -3,000 -18%
CAM
1775
Costello Asset Management
Pennsylvania
$1.08M -$185K -2,428 -15%

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.