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
MFS
2451
Madrona Financial Services
Washington
$210K +$198K +2,600 New
EMB
2452
Elefante Mark B
$209K -$68.6K -900 -26%
RBC
2453
Roble Belko & Company
Pennsylvania
$209K
BAMG
2454
Brand Asset Management Group
Missouri
$209K +$305 +4 +0.2%
MCIA
2455
Mountain Capital Investment Advisors
Colorado
$208K +$196K +2,571 New
AMAL
2456
Asset Management Advisors LLC
Oklahoma
$208K +$196K +2,574 New
CC
2457
Centiva Capital
New York
$207K -$217K -2,849 -53%
TCM
2458
Tradewinds Capital Management
Washington
$207K -$58.9K -773 -23%
CCIA
2459
Campbell & Co Investment Adviser
Maryland
$207K +$195K +2,559 New
ML
2460
McAdam LLC
Pennsylvania
$206K +$195K +2,552 New
WAM
2461
Weiss Asset Management
Massachusetts
$204K +$193K +2,526 New
LPWM
2462
Lake Point Wealth Management
Texas
$203K -$806K -10,567 -80%
HCM
2463
Hutner Capital Management
Vermont
$201K -$34.7K -455 -15%
CAM
2464
ClariVest Asset Management
California
$201K +$2.67K +35 +1%
WCG
2465
Weaver Consulting Group
California
$200K +$203K +2,669 New
CAGAS
2466
Capital Advisory Group Advisory Services
Minnesota
$190K -$381 -5 -0.2%
PWM
2467
PRW Wealth Management
Massachusetts
$189K +$2.67K +35 +2%
NPP
2468
New Potomac Partners
Maryland
$186K -$9.53K -125 -5%
GT
2469
Glenmede Trust
Pennsylvania
$183K +$900K +11,808 +0.5%
CWM
2470
Cranbrook Wealth Management
Michigan
$182K -$45.9K -602 -21%
AIM
2471
Advantage Investment Management
Iowa
$178K -$14.3K -188 -8%
BEI
2472
Benjamin Edwards Inc
Missouri
$176K +$166K +2,174 New
FEG
2473
Financial Enhancement Group
Indiana
$175K -$5.64K -74 -3%
DRS
2474
Deane Retirement Strategies
Louisiana
$171K
SL
2475
Salomon & Ludwin
Virginia
$171K

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.