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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
CAS
2601
Cue Advisory Services
Arizona
-$1.16M -13,592 Closed
LP
2602
LMR Partners
United Kingdom
-$1.01M -11,834 Closed
QCMC
2603
Quantum Capital Management (California)
California
-$976K -11,475 Closed
CVA
2604
Ceredex Value Advisors
Florida
-$951K -11,189 Closed
DWM
2605
Dynasty Wealth Management
Florida
-$944K -11,107 Closed
HF
2606
HRT Financial
New York
-$937K -11,026 Closed
PNAA
2607
Pictet North America Advisors
Switzerland
-$884K -10,400 Closed
HFA
2608
HC Financial Advisors
California
-$807K -9,491 Closed
BCM
2609
Bluefin Capital Management
New York
-$713K -9,086 Closed
TCM
2610
Tuttle Capital Management
Connecticut
-$756K -8,900 Closed
ED
2611
Exane Derivatives
France
-$727K -8,556 Closed
FI
2612
Fosun International
China
-$695K -8,100 Closed
HS
2613
HighVista Strategies
Massachusetts
-$672K -7,900 Closed
STA
2614
Summit Trail Advisors
New York
-$599K -7,050 Closed
KJWM
2615
Kiley Juergens Wealth Management
Washington
-$598K -7,042 Closed
NFA
2616
Nuveen Fund Advisors
Illinois
-$587K -6,904 Closed
MFWM
2617
Motley Fool Wealth Management
Virginia
-$580K -6,816 Closed
GCA
2618
Gideon Capital Advisors
New York
-$465K -5,470 Closed
EVC
2619
Eidelman Virant Capital
Missouri
-$447K -5,264 Closed
LAM
2620
Lingohr Asset Management
Germany
-$442K -5,200 Closed
CI
2621
Clal Insurance
Israel
-$425K -5,000 Closed
BPCE
2622
Bank Pictet & Cie (Europe)
Germany
-$395K -4,650 Closed
S
2623
SimplyRich
California
-$379K -4,455 Closed
SAM
2624
Symphony Asset Management
California
-$376K -4,426 Closed
CRWM
2625
Castle Rock Wealth Management
California
-$354K -4,321 Closed

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.