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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
BA
2351
Ballew Advisors
Mississippi
$300K -$31K -406 -9%
RCP
2352
Rothschild Capital Partners
New York
$299K
PGWM
2353
Parisi Gray Wealth Management
New Jersey
$298K -$8.01K -105 -3%
RF
2354
RHS Financial
California
$294K -$27.4K -360 -9%
GA
2355
Geller Advisors
New York
$293K +$43.4K +569 +19%
LC
2356
Lindbrook Capital
California
$292K -$65.8K -863 -19%
PCM
2357
Pointe Capital Management
Michigan
$292K +$22.9K +300 +9%
GIA
2358
Gladstone Institutional Advisory
Florida
$291K -$4.73K -62 -2%
SRIM
2359
Saratoga Research & Investment Management
California
$289K
GCP
2360
GSA Capital Partners
United Kingdom
$288K -$357K -4,677 -57%
FEM
2361
Fulcrum Equity Management
Texas
$286K +$270K +3,539 New
EA
2362
Elm Advisors
California
$285K -$35.6K -467 -12%
LWM
2363
Liberty Wealth Management
California
$285K -$7.09K -93 -3%
NA
2364
Nottingham Advisors
New York
$284K -$45.8K -601 -15%
BW
2365
Biegel & Waller
Maryland
$284K +$15.7K +206 +6%
KM
2366
Kalos Management
Georgia
$283K -$58.7K -770 -18%
CISOA
2367
Capital Investment Services of America
Wisconsin
$283K
AIM
2368
Assured Investment Management
New York
$282K -$2.49M -32,615 -90%
LCM
2369
Liberty Capital Management
Michigan
$282K +$266K +3,490 New
RFO
2370
RiverGlades Family Offices
Florida
$279K +$263K +3,450 New
DCM
2371
Driehaus Capital Management
Illinois
$278K -$17.1K -224 -6%
PFA
2372
Pinnacle Family Advisors
Missouri
$276K -$24.9K -326 -9%
JFG
2373
JMG Financial Group
Illinois
$276K
KFA
2374
Kays Financial Advisory
Georgia
$273K +$258K +3,378 New
PCM
2375
Princeton Capital Management
New Jersey
$270K

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.