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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
MIM
2501
Macroview Investment Management
Maryland
$93K
WAS
2502
WESPAC Advisors SoCal
California
$90K +$1.96K +25 +2%
NCM
2503
Next Capital Management
New York
$88K +$101K +1,291 New
RCWMU
2504
Rothschild & Co Wealth Management (UK)
United Kingdom
$87K
SCA
2505
Stuart Chaussee & Associates
California
$87K
KL
2506
KWMG LLC
Kansas
$85K +$471 +6 +0.5%
HI
2507
Human Investing
Oregon
$84K +$96.3K +1,228 New
FTI
2508
Fiduciary Trust International
Massachusetts
$76K +$87.2K +1,112 New
C
2509
Cerebellum
California
$70K +$77.9K +993 +3,424%
PGAM
2510
Princeton Global Asset Management
New Jersey
$68K +$78.5K +1,000 New
BIMC
2511
Benson Investment Management Company
Virginia
$66K -$15.7K -200 -17%
LWS
2512
Lucia Wealth Services
California
$61K -$23.1K -295 -25%
AC
2513
Avestar Capital
New York
$60K -$6.9K -88 -9%
RAM
2514
Riggs Asset Management
Pennsylvania
$59K
BL
2515
Balentine LLC
Georgia
$57K
LGWM
2516
Litman Gregory Wealth Management
California
$55K +$55K +701 +701%
SMG
2517
Spectrum Management Group
Indiana
$52K -$29.7K -379 -33%
GWA
2518
Guidant Wealth Advisors
Illinois
$50K -$22.6K -288 -28%
HS
2519
Horan Securities
United States
$50K
APSP
2520
Asset Planning Services (Pennsylvania)
Pennsylvania
$48K +$549 +7 +1%
JWBC
2521
John W. Bristol & Co
New York
$45K +$15.7K +200 +44%
AP
2522
Arlington Partners
Alabama
$44K
CIM
2523
Contravisory Investment Management
Massachusetts
$43K
MGI
2524
MayTech Global Investments
New York
$43K
IAS
2525
INR Advisory Services
Pennsylvania
$43K +$49.9K +636 New

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.