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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
SRC
2276
Stone Run Capital
New York
$370K
AWM
2277
Arbor Wealth Management
Florida
$370K +$90.6K +1,188 +35%
CFS
2278
Cannon Financial Strategists
Georgia
$370K +$349K +4,578 New
CCP
2279
Clarkston Capital Partners
Michigan
$368K +$17.8K +233 +5%
VAM
2280
Verity Asset Management
North Carolina
$368K +$64K +840 +23%
PWAC
2281
Private Wealth Advisors (California)
California
$365K +$3.28K +43 +1%
ACM
2282
Alethea Capital Management
Washington
$364K
EWA
2283
ERTS Wealth Advisors
Michigan
$363K -$28.9K -379 -8%
WLIM
2284
White Lighthouse Investment Management
Massachusetts
$362K -$6.02K -79 -2%
BLAM
2285
Bourne Lent Asset Management
New York
$361K
AWA
2286
AmeriServ Wealth Advisors
Pennsylvania
$360K -$157K -2,055 -32%
NQWM
2287
Northwest Quadrant Wealth Management
Oregon
$360K +$3.28K +43 +1%
ZIG
2288
Zuckerman Investment Group
Illinois
$359K -$45.7K -600 -12%
ECM
2289
EagleClaw Capital Management
Massachusetts
$359K
PCM
2290
Poehling Capital Management
Wisconsin
$357K +$22.9K +300 +7%
P
2291
&Partners
Tennessee
$356K +$4.8K +63 +1%
RWMH
2292
Riverpoint Wealth Management Holdings
Illinois
$356K +$18K +236 +6%
AIP
2293
ARS Investment Partners
New York
$355K -$81.1K -1,064 -19%
PFC
2294
Poplar Forest Capital
California
$355K
FCT
2295
Family Capital Trust
Massachusetts
$354K
CWM
2296
CCG Wealth Management
California
$354K +$334K +4,384 New
DI
2297
Diligent Investors
California
$353K
AAM
2298
American Asset Management
Florida
$352K -$15.2K -200 -4%
LFS
2299
Legacy Financial Strategies
Kansas
$351K
MCP
2300
Mirador Capital Partners
California
$350K -$17.3K -227 -5%

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.