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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
VAG
1926
VisionPoint Advisory Group
Texas
$790K -$20.4K -268 -3%
AWM
1927
AllSquare Wealth Management
New York
$790K -$8.01K -105 -1%
ST
1928
Sentinel Trust
Texas
$789K -$288K -3,778 -28%
NWA
1929
New World Advisors
Massachusetts
$788K +$744K +9,754 New
EWF
1930
Epstein & White Financial
California
$787K +$302K +3,965 +68%
EDRIA
1931
Edmonds Duncan Registered Investment Advisors
Kansas
$785K -$27.1K -356 -4%
WA
1932
Wheatland Advisors
Pennsylvania
$784K +$114K +1,500 +18%
FNBSF
1933
First National Bank Sioux Falls
South Dakota
$779K -$31.8K -417 -4%
GHAM
1934
Gilman Hill Asset Management
Connecticut
$775K -$11.2K -147 -2%
AMG
1935
Advisors Management Group
Wisconsin
$775K +$2.21K +29 +0.3%
MM
1936
Meridian Management
Arkansas
$775K +$45.7K +600 +7%
PG
1937
Proffitt & Goodson
Tennessee
$774K +$18.9K +248 +3%
NIC
1938
Northwest Investment Counselors
Oregon
$771K -$60.2K -790 -8%
SFP
1939
Shepherd Financial Partners
Massachusetts
$771K -$21.7K -284 -3%
VFP
1940
Verus Financial Partners
Virginia
$770K -$89.1K -1,169 -11%
SCM
1941
Salem Capital Management
Massachusetts
$769K -$51.4K -674 -7%
BMM
1942
Berkshire Money Management
Massachusetts
$769K -$20.1K -263 -3%
JIP
1943
Jaffetilchin Investment Partners
Florida
$768K -$18.9K -248 -3%
CPO
1944
Cerity Partners OCIO
New York
$768K -$6.86K -90 -0.9%
OSNBOA
1945
Old Second National Bank of Aurora
Illinois
$767K -$13K -170 -2%
DLG
1946
Daniel L. Goodwin
$767K
AFIA
1947
America First Investment Advisors
Nebraska
$765K -$45.7K -600 -6%
FIG
1948
FundX Investment Group
California
$763K -$39.6K -519 -5%
HRC
1949
Hoertkorn Richard Charles
$760K -$68.6K -900 -9%
SWRP
1950
Summit Wealth & Retirement Planning
California
$757K -$75.1K -985 -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.