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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
CCMW
2001
Cypress Capital Management (Wyoming)
Wyoming
$686K -$610 -8 -0.1%
FAN
2002
Financial Advisors Network
California
$686K +$39.7K +521 +6%
EFL
2003
ERn Financial LLC
Wisconsin
$685K +$211K +2,766 +49%
PFA
2004
Pettinga Financial Advisors
Indiana
$682K -$6.63K -87 -1%
MAA
2005
Mraz Amerine & Associates
California
$679K -$17.2K -226 -3%
PWS
2006
Paragon Wealth Strategies
Florida
$678K +$229 +3 +0%
GAM
2007
Garrison Asset Management
Arkansas
$670K +$152 +2 +0%
NEIRG
2008
New England Investment & Retirement Group
Massachusetts
$670K +$633K +8,298 New
SFI
2009
SPC Financial Inc
Maryland
$667K +$10.8K +141 +2%
PFM
2010
Probabilities Fund Management
New York
$666K -$41.9K -549 -6%
BCIM
2011
Bishop & Co Investment Management
Pennsylvania
$664K -$119K -1,567 -16%
PP
2012
Prospector Partners
Connecticut
$663K
WFWM
2013
Wechter Feldman Wealth Management
New Jersey
$663K
CPA
2014
Clear Perspective Advisors
Illinois
$659K +$15.2K +200 +3%
RCM
2015
RB Capital Management
Nevada
$658K -$35.4K -464 -5%
HC
2016
HNP Capital
New York
$658K -$19.8K -260 -3%
VRM
2017
Vectors Research Management
New York
$658K +$605K +7,940 +3,970%
PAA
2018
Peregrine Asset Advisers
Oregon
$657K
SDWIA
2019
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$656K -$31.5K -413 -5%
AI
2020
Accredited Investors
Minnesota
$655K +$15.2K +199 +3%
BWA
2021
BDO Wealth Advisors
Florida
$654K +$6.33K +83 +1%
LSAG
2022
Lake Street Advisors Group
New Hampshire
$651K +$71.4K +937 +13%
PAWC
2023
P.A.W. Capital
Connecticut
$646K
TAM
2024
Troy Asset Management
United Kingdom
$646K
BCM
2025
Breiter Capital Management
Florida
$640K -$196K -2,573 -23%

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.