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ExxonMobil

2,571 hedge funds and large institutions have $157B invested in ExxonMobil in 2018 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 751 increasing their positions, 1,320 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 274 | Existing positions closed: 104

11% more call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.54B

6% more funds holding

Funds holding: 2,4252,571 (+146)

0.39% more ownership

Funds ownership: 54.51%54.9% (+0.39%)

20% less capital invested

Capital invested by funds: $196B → $157B (-$39B)

22% less funds holding in top 10

Funds holding in top 10: 372290 (-82)

43% less repeat investments, than reductions

Existing positions increased: 751 | Existing positions reduced: 1,320

Holders
2,571
Holders Change
+146
Holders Change %
+6.02%
% of All Funds
57.27%
Holding in Top 10
290
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-22.04%
% of All Funds
6.46%
New
274
Increased
751
Reduced
1,320
Closed
104
Calls
$1.7B
Puts
$1.54B
Net Calls
+$162M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
DRS
2476
Deane Retirement Strategies
Louisiana
$144K
SL
2477
Salomon & Ludwin
Virginia
$144K +$166K +2,117 New
SPL
2478
Smart Portfolios LLC
Washington
$138K
WA
2479
Winfield Associates
Ohio
$132K
TWMP
2480
Taylor Wealth Management Partners
Massachusetts
$131K
MIFH
2481
Migdal Insurance & Financial Holdings
Israel
$125K -$18.7M -238,685 -99%
RWML
2482
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$122K -$125K -1,596 -47%
CFA
2483
Camarda Financial Advisors
Florida
$120K -$6.28K -80 -4%
FGC
2484
Financial Gravity Companies
Texas
$119K +$123K +1,568 New
WAM
2485
Watermark Asset Management
California
$113K +$8.63K +110 +7%
LWM
2486
Lenox Wealth Management
Ohio
$113K +$31.7K +404 +32%
CG
2487
Cutler Group
California
$113K +$110K +1,400 +522%
WCM
2488
WealthBridge Capital Management
Ohio
$111K +$127K +1,624 New
HWM
2489
Holloway Wealth Management
Florida
$108K
CIA
2490
CSat Investment Advisory
Michigan
$108K +$14.7K +187 +13%
MWC
2491
MKD Wealth Coaches
Michigan
$107K +$123K +1,564 New
CAM
2492
CenterStar Asset Management
Illinois
$105K
RTC
2493
Riverview Trust Company
Washington
$105K +$121K +1,547 New
CFA
2494
Clarfeld Financial Advisors
New York
$101K +$115K +1,471 New
CC
2495
Colrain Capital
Massachusetts
$101K +$116K +1,475 New
NIM
2496
NuWave Investment Management
New Jersey
$100K +$114K +1,456 +9,100%
HCM
2497
Horrell Capital Management
Arkansas
$99K
RCG
2498
Ruggie Capital Group
Florida
$97K +$16.3K +208 +17%
ME
2499
McIlrath & Eck
Washington
$96K +$941 +12 +0.9%
HH
2500
HWG Holdings
Texas
$95K +$628 +8 +0.6%

XOM Hedge Fund Activity: Q4 2018 in Review

2,571 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2018, worth a combined $157B — down 20% from $196B a quarter earlier.

Buyers outnumbered sellers: 274 funds opened new XOM positions and 104 closed out — a net gain of 170 holders — while 751 added to existing stakes and 1,320 trimmed.

The largest buyer was BlackRock, adding an estimated $1.33B. The largest seller was T. Rowe Price Associates, cutting an estimated $603M.

  • 2,571 institutional investors held ExxonMobil (XOM) as of Q4 2018, up from 2,425 in Q3 2018.
  • Funds reported $157B of ExxonMobil stock for Q4 2018, down 20% quarter-over-quarter.
  • 274 funds opened new ExxonMobil positions in Q4 2018 and 104 closed out, a net change of +170 holders.
  • The largest ExxonMobil buyer in Q4 2018 was BlackRock, an estimated $1.33B added.
  • The largest ExxonMobil seller in Q4 2018 was T. Rowe Price Associates, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2018.