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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
SSW
2026
Smith Shellnut Wilson
Mississippi
$640K +$54.6K +716 +10%
WTFG
2027
Wells Trecaso Financial Group
Ohio
$638K +$6.1K +80 +1%
BFG
2028
Barber Financial Group
Kansas
$637K -$137K -1,796 -19%
FSWA
2029
Financial Synergies Wealth Advisors
Texas
$635K +$599K +7,862 New
CAM
2030
Concorde Asset Management
Michigan
$632K -$4.5K -59 -0.7%
CWA
2031
Cypress Wealth Advisors
California
$628K -$154K -2,021 -21%
RIS
2032
Retirement Income Solutions
Michigan
$627K +$38.1K +500 +7%
LB
2033
Legacy Bridge
Iowa
$626K
LYV
2034
Live Your Vision
Pennsylvania
$626K +$20.2K +265 +4%
LCAM
2035
London & Capital Asset Management
United Kingdom
$625K -$107K -1,399 -15%
WIA
2036
World Investment Advisors
California
$625K -$68.8K -902 -10%
CI
2037
Capital Innovations
Wisconsin
$621K
DK
2038
Darrell & King
Virginia
$621K
ZF
2039
Zhang Financial
Michigan
$620K -$147K -1,926 -20%
HFA
2040
Huber Financial Advisors
Illinois
$620K +$77.3K +1,014 +15%
PCMK
2041
Paragon Capital Management (Kansas)
Kansas
$619K -$37.5K -492 -6%
HCM
2042
Heathbridge Capital Management
Ontario, Canada
$618K +$22.9K +300 +4%
PP
2043
Paloma Partners
Connecticut
$614K -$1.19M -15,656 -67%
CWM
2044
Circle Wealth Management
New Jersey
$609K
SA
2045
Strategic Advisors
New York
$609K +$11K +144 +2%
SG
2046
StoneX Group
New York
$609K +$196K +2,566 +52%
EAMA
2047
EFG Asset Management (Americas)
Florida
$605K +$236K +3,101 +72%
TFGT
2048
TS Financial Group (TSFG)
Illinois
$603K +$569K +7,468 New
MAS
2049
Managed Account Services
Florida
$602K +$76 +1 +0%
DIM
2050
DC Investments Management
Virginia
$601K

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.