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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
SKK
1801
Shepherd Kaplan Krochuk
Massachusetts
$1.01M
TAIM
1802
TD Ameritrade Investment Management
Nebraska
$1.01M +$244K +3,205 +34%
SB
1803
Strategic Blueprint
Georgia
$1.01M +$671K +8,798 +236%
PP
1804
PDS Planning
Ohio
$1.01M -$46.1K -605 -5%
SP
1805
Symmetry Partners
Connecticut
$1.01M +$954K +12,511 New
WDL
1806
Well Done LLC
Michigan
$1.01M -$22.9K -301 -2%
QI
1807
Qtron Investments
Massachusetts
$1.01M
DWA
1808
Divergent Wealth Advisors
Utah
$1M
KWILP
1809
Kiwi Wealth Investments Limited Partnership
New Zealand
$1M +$206K +2,705 +28%
FCFC
1810
First Commonwealth Financial Corp
Pennsylvania
$1M -$29.5K -387 -3%
RWM
1811
Ritholtz Wealth Management
New York
$1M -$86.4K -1,133 -8%
BHTS
1812
Bar Harbor Trust Services
Maine
$998K -$180K -2,356 -16%
CAM
1813
Covenant Asset Management
New Jersey
$995K -$130K -1,699 -12%
IDBONY
1814
Israel Discount Bank of New York
New York
$990K -$263K -3,443 -22%
TF
1815
TimeScale Financial
Massachusetts
$990K -$141K -1,845 -13%
CMANY
1816
Capital Management Associates (New York)
New York
$990K +$99.1K +1,300 +12%
SC
1817
Sawyer & Company
Massachusetts
$990K +$338K +4,430 +57%
EP
1818
Edgestream Partners
New Jersey
$990K +$934K +12,250 New
GLI
1819
Guardian Life Insurance
New York
$987K +$17.2K +226 +2%
WAG
1820
Winthrop Advisory Group
Massachusetts
$987K +$26.8K +352 +3%
UCMOK
1821
United Capital Management of KS
Kansas
$984K -$92.3K -1,211 -9%
PD
1822
Planning Directions
Pennsylvania
$982K -$13.8K -181 -1%
HCA
1823
Heck Capital Advisors
Wisconsin
$979K
AWCI
1824
Alpine Woods Capital Investors
New York
$979K -$255K -3,350 -22%
UA
1825
Unison Advisors
District of Columbia
$977K +$10.4K +136 +1%

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.