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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
BHA
2626
Beech Hill Advisors
New York
-$361K -4,250 Closed
ECAM
2627
East Coast Asset Management
Massachusetts
-$349K -4,110 Closed
GQG Partners
2628
GQG Partners
Florida
-$348K -4,099 Closed
TAM
2629
Timucuan Asset Management
Florida
-$339K -3,985 Closed
AC
2630
Avenir Corporation
Virginia
-$303K -3,564 Closed
RIM
2631
Redwood Investment Management
Arizona
-$300K -3,532 Closed
GKWIM
2632
Gerber Kawasaki Wealth & Investment Management
California
-$300K -3,501 Closed
CA
2633
Corrado Advisors
New Jersey
-$291K -3,424 Closed
PDM
2634
Penn Davis McFarland
Texas
-$276K -3,251 Closed
SMM
2635
Stadion Money Management
Georgia
-$253K -2,977 Closed
TCM
2636
Towercrest Capital Management
Pennsylvania
-$250K -2,952 Closed
RFO
2637
RiverGlades Family Offices
Florida
-$251K -2,950 Closed
SCA
2638
Strategic Capital Advisers
Colorado
-$249K -2,930 Closed
RS
2639
Robeco Schweiz
Switzerland
-$249K -2,900 Closed
BC
2640
Banced Corp
Illinois
-$245K -2,879 Closed
SDWMA
2641
Schneider Downs Wealth Management Advisors
Pennsylvania
-$244K -2,875 Closed
PW
2642
Peninsula Wealth
California
-$244K -2,865 Closed
CCM
2643
Colorado Capital Management
Colorado
-$239K -2,814 Closed
CCM
2644
Carderock Capital Management
Maryland
-$238K -2,800 Closed
LIA
2645
LSP Investment Advisors
New York
-$238K -2,800 Closed
VFPI
2646
Vantage Financial Partners (Illinois)
Illinois
-$237K -2,792 Closed
TFCP
2647
Twin Focus Capital Partners
Massachusetts
-$236K -2,779 Closed
KFA
2648
Kays Financial Advisory
Georgia
-$236K -2,770 Closed
PTC
2649
Petrus Trust Company
Texas
-$235K -2,765 Closed
LCM
2650
Liberty Capital Management
Michigan
-$230K -2,709 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.