We are live on ! Find out more
XOM icon

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
TC
2051
TAP Consulting
Missouri
$601K +$567K +7,439 New
LG
2052
Leuthold Group
Minnesota
$600K -$30.8K -404 -5%
QCM
2053
Quadrant Capital Management
New Jersey
$600K +$136K +1,788 +32%
WIP
2054
Wellesley Investment Partners
Massachusetts
$598K -$255K -3,345 -31%
DIM
2055
Delta Investment Management
California
$598K +$7.62K +100 +1%
FDS
2056
Freedom Day Solutions
Texas
$597K +$202K +2,643 +56%
WC
2057
Whitney & Co
New York
$595K -$53.7K -704 -9%
WMC
2058
Westwood Management Corporation
Illinois
$591K -$152K -2,000 -21%
MVA
2059
Mount Vernon Associates
Maryland
$591K
AWM
2060
Affinity Wealth Management
Delaware
$588K
HFP
2061
Holistic Financial Partners
Indiana
$587K -$40.6K -533 -7%
ACM
2062
Argent Capital Management
Missouri
$587K +$3.2K +42 +0.6%
CW
2063
CreativeOne Wealth
Kansas
$587K +$60.2K +789 +12%
KP
2064
Keel Point
Alabama
$582K -$78.4K -1,028 -12%
SA
2065
Sicart Associates
New York
$582K
AssetMark Inc
2066
AssetMark Inc
California
$581K -$252K -3,300 -31%
HPIA
2067
Hamilton Point Investment Advisors
North Carolina
$581K
IWA
2068
Intercontinental Wealth Advisors
Texas
$580K -$22.5K -295 -4%
SCM
2069
Smith Capital Management
Arkansas
$580K
CWM
2070
Cordatus Wealth Management
Pennsylvania
$579K +$73K +958 +15%
HIM
2071
Hanlon Investment Management
New Jersey
$579K +$547K +7,172 New
AQA
2072
Alpha Quant Advisors
Texas
$577K +$17.8K +234 +3%
PS
2073
Portfolio Strategies
New York
$577K +$545K +7,144 New
TCM
2074
Traynor Capital Management
Pennsylvania
$576K +$58K +761 +12%
ACM
2075
Ategra Capital Management
Virginia
$573K +$541K +7,092 New

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.