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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
RA
2326
Rational Advisors
New York
$328K -$24K -315 -7%
UCI
2327
Uncommon Cents Investing
Wisconsin
$327K +$22.9K +300 +8%
MTIM
2328
Marathon Trading Investment Management
Pennsylvania
$326K -$1.89M -24,738 -86%
UWPG
2329
Ullmann Wealth Partners Group
Florida
$326K +$5.34K +70 +2%
GAM
2330
GQ Asset Management
New York
$326K +$308K +4,038 New
EGWAG
2331
Elwood & Goetz Wealth Advisory Group
Georgia
$325K -$188K -2,461 -38%
PCP
2332
Proficio Capital Partners
Massachusetts
$324K -$31.3K -411 -9%
DA
2333
Dillon & Associates
Michigan
$321K -$48K -629 -14%
CFN
2334
Cordasco Financial Network
Florida
$318K +$11.8K +155 +4%
CFA
2335
Capstone Financial Advisors
Illinois
$317K +$305 +4 +0.1%
MWM
2336
Meridian Wealth Management
Kentucky
$316K -$65.9K -864 -18%
BKA
2337
Brick & Kyle Associates
Pennsylvania
$316K
SCG
2338
Sonata Capital Group
Washington
$316K
MWM
2339
Marietta Wealth Management
Georgia
$315K -$178K -2,340 -38%
HCA
2340
Horan Capital Advisors
Ohio
$314K -$32.4K -425 -10%
GC
2341
Gibson Capital
Pennsylvania
$314K +$27.1K +356 +10%
PA
2342
Prism Advisors
California
$312K +$915 +12 +0.3%
VCM
2343
Vision Capital Management
Oregon
$309K +$3.81K +50 +1%
FVSAZ
2344
Flossbach von Storch AG Zurich
Switzerland
$307K -$2.33M -30,500 -89%
PAMG
2345
Patton Albertson Miller Group
Tennessee
$305K -$403K -5,280 -58%
VBFG
2346
Vishria Bird Financial Group
Tennessee
$304K -$97.7K -1,281 -25%
DIA
2347
Davidson Investment Advisors
Montana
$304K
HA
2348
Harfst & Associates
Wyoming
$302K +$15.2K +200 +6%
VCP
2349
Vista Capital Partners
Oregon
$301K -$98.6K -1,293 -26%
ACM
2350
AUA Capital Management
Pennsylvania
$301K

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.