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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
KFS
1976
Kelly Financial Services
Massachusetts
$725K +$684K +8,975 New
TFO
1977
Tarbox Family Office
California
$725K +$457 +6 +0.1%
IA
1978
Independence Advisors
Pennsylvania
$721K +$13K +170 +2%
ARMT
1979
Amica Retiree Medical Trust
Rhode Island
$720K -$1.13M -14,765 -62%
RBCM
1980
Raub Brock Capital Management
California
$718K -$12.3K -161 -2%
CMI
1981
Clare Market Investments
Texas
$716K +$93K +1,220 +16%
HWMG
1982
Hurlow Wealth Management Group
Indiana
$716K -$313K -4,100 -32%
CCM
1983
Carlson Capital Management
Minnesota
$715K +$28.3K +371 +4%
CWM
1984
Centric Wealth Management
Illinois
$712K -$53.2K -698 -7%
LK
1985
Lumbard & Kellner
New Hampshire
$711K
CFSG
1986
Community Financial Services Group
Vermont
$710K +$8.69K +114 +1%
DPI
1987
Diversified Portfolios Inc
Michigan
$710K +$179K +2,345 +36%
RCA
1988
Rowland Carmichael Advisors
Arizona
$709K -$345K -4,528 -34%
KCM
1989
Kendall Capital Management
Maryland
$709K -$55.7K -730 -8%
WA
1990
Wealthstar Advisors
Texas
$708K +$457 +6 +0.1%
CA
1991
Cambridge Advisors
Nebraska
$707K +$457 +6 +0.1%
TIA
1992
Tandem Investment Advisors
South Carolina
$705K -$78.3K -1,027 -11%
WI
1993
Wintrust Investments
Illinois
$704K +$21.1K +277 +3%
CSM
1994
CAMG Solamere Management
North Carolina
$703K -$587K -7,705 -47%
SMFS
1995
Squar Milner Financial Services
California
$703K -$16.8K -220 -2%
HPWM
1996
Highland Private Wealth Management
Washington
$701K +$13.5K +177 +2%
SIA
1997
Strategic Investment Advisors
Michigan
$690K +$41.2K +541 +7%
GSWM
1998
Golden State Wealth Management
California
$689K +$650K +8,527 New
WPA
1999
West Paces Advisors
Georgia
$688K -$17.6K -231 -3%
QIM
2000
Quest Investment Management
Oregon
$687K

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.