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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
MFT
2251
Moisand Fitzgerald Tamayo
Florida
$387K
GSIS
2252
Global Strategic Investment Solutions
Arizona
$386K +$79.8K +1,047 +28%
LRIA
2253
Leonard Rickey Investment Advisors
Washington
$385K +$305 +4 +0.1%
SCM
2254
Stordahl Capital Management
Colorado
$384K -$224K -2,936 -38%
HP
2255
HT Partners
Connecticut
$382K +$13.3K +175 +4%
RHFI
2256
Reilly Herbert Faulkner III
$381K -$15.2K -200 -4%
PCMC
2257
Paragon Capital Management (Colorado)
Colorado
$380K +$152 +2 +0%
Balyasny Asset Management
2258
Balyasny Asset Management
Illinois
$379K -$3.21M -42,075 -90%
AW
2259
Alpha Windward
Massachusetts
$379K +$610 +8 +0.2%
RFN
2260
RDA Financial Network
Iowa
$378K +$357K +4,686 New
FLA
2261
Financial Life Advisors
Texas
$377K -$159K -2,091 -31%
LWA
2262
Lenox Wealth Advisors
New York
$377K -$24.6K -322 -6%
BRC
2263
Bell Rock Capital
Delaware
$377K -$15.6K -204 -4%
DAM
2264
Deltec Asset Management
New York
$377K
CHA
2265
Cooper/Haims Advisors
New York
$376K -$93.2K -1,223 -21%
CAN
2266
Claraphi Advisory Network
United States
$376K +$32.9K +431 +10%
GWAG
2267
Garrett Wealth Advisory Group
Texas
$375K -$77.5K -1,017 -18%
BCWM
2268
Blue Chip Wealth Management
Florida
$375K -$72.1K -946 -17%
XSC
2269
X-Square Capital
Puerto Rico
$375K +$1.22K +16 +0.3%
CIC
2270
Chase Investment Counsel
Virginia
$373K +$128K +1,680 +57%
B
2271
Bridgeworth
Alabama
$372K -$74.6K -979 -18%
FI
2272
Financial Insights
Washington
$372K +$353K +4,634 New
PK
2273
Pflug Koory
Nebraska
$371K -$3.81K -50 -1%
PWAG
2274
Polaris Wealth Advisory Group
California
$371K
LFG
2275
Larson Financial Group
Missouri
$371K +$305 +4 +0.1%

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.