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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
CGT
2376
Capital Guardian Trust
California
$269K +$237K +3,109 +1,394%
SCP
2377
Silverleafe Capital Partners
Tennessee
$265K
MF
2378
Manchester Financial
California
$264K
WCM
2379
Wallace Capital Management
Texas
$264K +$762 +10 +0.3%
BF
2380
Blankinship & Foster
California
$263K
GPA
2381
Garrison Point Advisors
California
$263K
CAL
2382
Capital Advisors Ltd
Ohio
$261K -$103K -1,357 -30%
SCA
2383
SMH Capital Advisors
Texas
$261K +$6.94K +91 +3%
TC
2384
Trilogy Capital
California
$260K -$6.48K -85 -3%
MIFH
2385
Migdal Insurance & Financial Holdings
Israel
$259K +$104K +1,367 +75%
RCA
2386
Reitz Capital Advisors
Michigan
$258K
AC
2387
Avenir Corporation
Virginia
$258K +$243K +3,190 New
CAAS
2388
Capital Asset Advisory Services
Michigan
$256K -$1.83K -24 -0.8%
BA
2389
BKS Advisors
Michigan
$256K
HIS
2390
Harvest Investment Services
Illinois
$256K +$239K +3,132 New
WCWM
2391
Willow Creek Wealth Management
California
$255K -$25.6K -336 -10%
ECM
2392
Elgethun Capital Management
South Dakota
$254K -$513K -6,729 -68%
WCA
2393
Westover Capital Advisors
Delaware
$254K -$56.3K -738 -19%
TIM
2394
Tortoise Investment Management
New York
$254K -$15.9K -209 -6%
FC
2395
Fulcrum Capital
Washington
$254K +$240K +3,143 New
MFG
2396
Merit Financial Group
Georgia
$253K -$6.56K -86 -3%
AFC
2397
AFT Forsyth & Company
Florida
$253K
CM
2398
Capital Management
Virginia
$252K -$83.9K -1,100 -26%
HC
2399
Hamilton Capital
Ohio
$250K -$7.93K -104 -3%
RCAMU
2400
Rothschild & Co Asset Management US
Connecticut
$249K -$25.1M -328,918 -99%

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.