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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
PA
2151
Probity Advisors
Texas
$478K -$11.1K -146 -2%
RBFC
2152
Roman Butler Fullerton & Co
Missouri
$478K +$32.8K +430 +8%
MWP
2153
Moller Wealth Partners
$475K -$232K -3,040 -34%
WA
2154
WESPAC Advisors
California
$474K +$76 +1 +0%
NFG
2155
Nations Financial Group
Iowa
$472K -$168K -2,205 -27%
CWM
2156
Cahaba Wealth Management
Georgia
$472K -$102K -1,340 -19%
RCS
2157
Retirement Capital Strategies
California
$471K
SFSIG
2158
San Francisco Sentry Investment Group
California
$470K +$6.86K +90 +2%
KPCM
2159
Kings Point Capital Management
New York
$469K +$686 +9 +0.2%
TH
2160
Timber Hill
Connecticut
$468K -$332K -4,348 -43%
LG
2161
LaFleur & Godfrey
Michigan
$467K -$156K -2,050 -26%
SFC
2162
SYM Financial Corp
Indiana
$467K -$88.7K -1,163 -17%
TF
2163
Trek Financial
Arizona
$467K -$16.9K -221 -4%
NA
2164
Navellier & Associates
Nevada
$467K +$441K +5,784 New
CRM
2165
Cramer Rosenthal McGlynn
Connecticut
$465K
CWA
2166
Clarus Wealth Advisors
Arizona
$464K +$31.6K +414 +8%
LFA
2167
Landmark Financial Advisors
Kentucky
$463K -$762 -10 -0.2%
B
2168
Brightworth
Georgia
$461K -$27.5K -361 -6%
IDA
2169
Intelligence Driven Advisers
California
$460K +$21.1K +277 +5%
ANTB
2170
AMG National Trust Bank
Colorado
$459K +$75.5K +990 +21%
CPA
2171
Cowen Prime Advisors
New York
$458K
NL
2172
NVWM LLC
Pennsylvania
$458K +$5.95K +78 +1%
ADBIC
2173
A.D. Beadell Investment Counsel
Wisconsin
$456K -$38.1K -500 -8%
AIA
2174
Angeles Investment Advisors
California
$456K +$198K +2,600 +85%
VCWA
2175
Vanguard Capital Wealth Advisors
Colorado
$455K +$30.7K +403 +8%

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.