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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
VV
626
Verity & Verity
South Carolina
$8.31M +$255K +3,253 +3%
CBT
627
Capital Bank & Trust
California
$8.29M +$70.3K +896 +0.7%
CLOS
628
Compagnie Lombard Odier SCmA
Switzerland
$8.26M +$336K +4,286 +4%
CAM
629
Centre Asset Management
New York
$8.25M +$9.49M +120,990 New
FTC
630
Farmers Trust Company
Ohio
$8.2M +$809K +10,313 +9%
GP
631
Greenline Partners
New York
$8.19M
RCM
632
Riverhead Capital Management
Delaware
$8.17M -$967K -12,322 -9%
BPC
633
Banque Pictet & Cie
Switzerland
$8.17M -$1.3M -16,580 -12%
WCMN
634
Westchester Capital Management (Nebraska)
Nebraska
$8.11M -$212K -2,704 -2%
IA
635
IFP Advisors
Florida
$8.05M -$2.75M -35,106 -23%
PP
636
Patten & Patten
Tennessee
$8.02M -$93.3K -1,189 -1%
CB
637
Community Bank
New York
$8.01M -$101K -1,291 -1%
GG
638
Greenwood Gearhart
Arkansas
$7.99M +$477K +6,086 +5%
GIM
639
Grassi Investment Management
California
$7.99M +$159K +2,031 +2%
JMFC
640
J.M. Forbes & Co
Massachusetts
$7.97M -$58.2K -742 -0.6%
CHJWM
641
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.96M -$462K -5,891 -5%
EFS
642
Essex Financial Services
Connecticut
$7.96M -$1.65M -21,054 -15%
CCMG
643
Clark Capital Management Group
Pennsylvania
$7.95M +$205K +2,613 +2%
YIA
644
YHB Investment Advisors
Connecticut
$7.89M +$271K +3,454 +3%
CIA
645
Choate Investment Advisors
Massachusetts
$7.86M -$875K -11,153 -9%
SSB
646
Sandy Spring Bank
Maryland
$7.81M -$576K -7,340 -6%
NC
647
Northpointe Capital
Michigan
$7.8M +$2.53M +32,259 +39%
NPPM
648
North Point Portfolio Managers
Ohio
$7.76M -$750K -9,557 -8%
SNT
649
Security National Trust
West Virginia
$7.76M -$375K -4,784 -4%
STB
650
S&T Bank
Pennsylvania
$7.75M -$1.22M -15,567 -12%

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.