We are live on ! Find out more
XOM icon

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
BPCE
2426
Bank Pictet & Cie (Europe)
Germany
$230K +$217K +2,850 New
AFNAS
2427
American Financial Network Advisory Services
California
$229K -$27.6K -362 -11%
DSI
2428
Daiwa SB Investments
Japan
$229K -$16.8K -220 -7%
SFS
2429
Summit Financial Strategies
Ohio
$228K -$18.4K -241 -8%
LIA
2430
LSP Investment Advisors
New York
$226K +$213K +2,800 New
VFPI
2431
Vantage Financial Partners (Illinois)
Illinois
$226K +$213K +2,792 New
HIIFS
2432
Harel Insurance Investments & Financial Services
Israel
$225K +$34.8K +456 +20%
XWM
2433
Xcel Wealth Management
Florida
$225K +$212K +2,787 New
SCM
2434
Shelton Capital Management
Colorado
$225K -$11.8M -154,394 -89%
HWA
2435
HHM Wealth Advisors
Tennessee
$223K -$25.4K -333 -11%
CIA
2436
CSat Investment Advisory
Michigan
$223K +$90.1K +1,182 +75%
MAP
2437
Milestone Advisory Partners
North Carolina
$222K +$210K +2,750 New
IOOF
2438
Independent Order of Foresters
Ontario, Canada
$220K -$41.2K -540 -17%
BC
2439
Barnett & Company
Tennessee
$219K -$7.62K -100 -4%
FPB
2440
First PREMIER Bank
South Dakota
$218K
SA
2441
SRH Advisors
Kansas
$218K
CA
2442
Corrado Advisors
New Jersey
$218K +$206K +2,699 New
BHA
2443
Beech Hill Advisors
New York
$218K +$206K +2,700 New
AA
2444
AlphaMark Advisors
Kentucky
$217K +$4.27K +56 +2%
CCM
2445
Carderock Capital Management
Maryland
$216K +$204K +2,674 New
VIM
2446
Veritas Investment Management
United Kingdom
$213K
PW
2447
Peninsula Wealth
California
$213K +$201K +2,635 New
TCM
2448
Towercrest Capital Management
Pennsylvania
$211K +$200K +2,623 New
EWM
2449
Elite Wealth Management
Washington
$210K -$76.2K -1,000 -28%
ECAM
2450
East Coast Asset Management
Massachusetts
$210K +$198K +2,595 New

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.