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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
LC
2201
Landaas & Company
Wisconsin
$431K -$44.5K -583 -10%
RTS
2202
Round Table Services
New Jersey
$430K -$49.1K -644 -11%
SCM
2203
Silvant Capital Management
Georgia
$428K
EWM
2204
Executive Wealth Management
Michigan
$425K -$309K -4,054 -44%
SRCM
2205
Swift Run Capital Management
Virginia
$424K
OAM
2206
Occidental Asset Management
California
$423K +$82.7K +1,085 +26%
AL
2207
Arnhold LLC
New York
$422K
SIA
2208
Starfire Investment Advisers
Michigan
$421K -$305 -4 -0.1%
PC
2209
Port Capital
Illinois
$420K +$1.22K +16 +0.3%
HCM
2210
HMS Capital Management
Tennessee
$419K -$496K -6,507 -56%
ICM
2211
IMS Capital Management
Oregon
$419K -$5.34K -70 -1%
RFWA
2212
RPg Family Wealth Advisory
Massachusetts
$418K +$46K +603 +13%
BC
2213
Bruce & Co
Illinois
$418K
CAL
2214
Capital Analysts LLC
Pennsylvania
$417K -$64.8K -850 -14%
RI
2215
Ridgewood Investments
New Jersey
$417K -$43.4K -569 -10%
AC
2216
Addison Capital
Pennsylvania
$417K
AWA
2217
Alaska Wealth Advisors
Alaska
$417K
BFPW
2218
BOK Financial Private Wealth
Colorado
$416K -$273K -3,579 -41%
VLC
2219
Van Leeuwen & Company
New Jersey
$416K
OBWP
2220
O'Brien Wealth Partners
Massachusetts
$416K +$15.1K +198 +4%
SIA
2221
SeaBridge Investment Advisors
New Jersey
$415K -$24.3K -319 -6%
RPGK
2222
Retirement Planning Group (Kansas)
Kansas
$415K -$6.63K -87 -2%
MHI
2223
Miller Howard Investments
New York
$413K -$46.5K -610 -11%
SW
2224
SlateStone Wealth
Florida
$413K +$389K +5,106 New
GC
2225
Garde Capital
Washington
$412K -$672K -8,808 -63%

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.