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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
NEGWA
2651
New England Guild Wealth Advisors
Connecticut
-$229K -2,690 Closed
PMG
2652
Private Management Group
California
-$228K -2,686 Closed
GCA
2653
Greenwood Capital Associates
South Carolina
-$227K -2,665 Closed
AMAL
2654
Asset Management Advisors LLC
Oklahoma
-$211K -2,547 Closed
LCC
2655
Lincoln Capital Corp
Rhode Island
-$215K -2,531 Closed
HM
2656
Harvest Management
New York
-$213K -2,500 Closed
GG
2657
GenWealth Group
New Jersey
-$210K -2,435 Closed
MCIA
2658
Mountain Capital Investment Advisors
Colorado
-$206K -2,425 Closed
LSC
2659
Lesa Sroufe & Co
Washington
-$206K -2,421 Closed
MFS
2660
Madrona Financial Services
Washington
-$204K -2,400 Closed
FPGK
2661
Financial Partners Group (Kansas)
Kansas
-$202K -2,382 Closed
WA
2662
WP Advisors
California
-$202K -2,377 Closed
CH
2663
Canton Hathaway
Rhode Island
-$202K -2,375 Closed
MS
2664
Marshall & Sullivan
Washington
-$200K -2,358 Closed
TA
2665
Townsend & Associates
Colorado
-$165K -1,938 Closed
MUS
2666
Mitsubishi UFJ Securities
Japan
-$162K -1,900 Closed
MCM
2667
Mainstay Capital Management
Michigan
-$160K -1,887 Closed
ML
2668
McAdam LLC
Pennsylvania
-$146K -1,684 Closed
ABA
2669
American Beacon Advisors
Texas
-$93K -1,099 Closed
LIM
2670
Lagoda Investment Management
New York
-$61K -715 Closed
Financial Engines Advisors
2671
Financial Engines Advisors
California
-$32K -381 Closed
PRS
2672
Pinkerton Retirement Specialists
Idaho
-$24K -288 Closed
FM
2673
Forward Management
California
-$14K -166 Closed
CWM
2674
Cedar Wealth Management
California
-$9K -100 Closed
PS
2675
Portfolio Strategies
New York
-$9K -100 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.