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
CWM
2101
Catamount Wealth Management
Connecticut
$529K +$190K +2,490 +61%
PWP
2102
Private Wealth Partners
California
$526K -$28.6K -375 -5%
I2I
2103
Insight 2811 Inc
Illinois
$525K -$5.34K -70 -1%
PFC
2104
Phocas Financial Corp
California
$523K +$46.5K +610 +10%
QCIG
2105
Quad-Cities Investment Group
Iowa
$522K -$99.1K -1,300 -17%
EBSAM
2106
Eubel Brady & Suttman Asset Management
Ohio
$520K +$686 +9 +0.1%
NEAM
2107
New England Asset Management
Connecticut
$520K +$86.9K +1,140 +22%
SEIA
2108
Signature Estate & Investment Advisors
California
$519K -$15.2K -200 -3%
SIM
2109
SSI Investment Management
California
$517K -$1.6K -21 -0.3%
CCM
2110
Cox Capital Management
Massachusetts
$517K
OIWM
2111
OptiFour Integrated Wealth Management
Virginia
$515K
LFG
2112
LifePlan Financial Group
Ohio
$515K +$41.6K +545 +9%
ABP
2113
Arthur B. Page
$514K -$255K -3,350 -34%
NED
2114
Nancy E. Dempze
$514K -$97.7K -1,282 -17%
Boston Partners
2115
Boston Partners
Massachusetts
$514K
DSAM
2116
Dock Street Asset Management
Florida
$514K
APW
2117
Acima Private Wealth
Virginia
$513K
MFS
2118
McNamara Financial Services
Massachusetts
$512K -$11.4K -150 -2%
PWPS
2119
Pinnacle Wealth Planning Services
Ohio
$512K +$136K +1,781 +39%
CP
2120
Covenant Partners
Tennessee
$512K +$484K +6,342 New
LHC
2121
Little House Capital
Massachusetts
$511K -$6.18K -81 -1%
JA
2122
JOYN Advisors
Georgia
$510K -$385K -5,045 -44%
IWA
2123
Inspirion Wealth Advisors
Illinois
$509K
ACM
2124
AlphaCrest Capital Management
New York
$508K -$1.81M -23,679 -79%
TI
2125
Truepoint Inc
Ohio
$508K +$53.4K +701 +13%

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.