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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
VHAM
751
Van Hulzen Asset Management
California
$5.92M -$1.1M -13,976 -14%
HCMNY
752
Howard Capital Management (New York)
New York
$5.92M -$3.45K -44 -0.1%
GC
753
Grimes & Company
Massachusetts
$5.91M -$245K -3,127 -3%
SSWM
754
Smith Salley Wealth Management
North Carolina
$5.91M -$1.49M -19,007 -18%
KFS
755
Kurt F. Somerville
$5.88M -$344K -4,379 -5%
BWM
756
Buckley Wealth Management
Nevada
$5.87M +$549K +6,995 +9%
CCG
757
Cypress Capital Group
Florida
$5.86M -$412K -5,252 -6%
TF
758
Tompkins Financial
New York
$5.85M -$17K -217 -0.3%
PTC
759
Private Trust Company
Ohio
$5.84M -$599K -7,634 -8%
SC
760
Schulhoff & Co
Ohio
$5.84M -$107K -1,363 -2%
BWP
761
Baldwin Wealth Partners
Massachusetts
$5.83M -$925K -11,789 -12%
NP
762
NS Partners
United Kingdom
$5.79M -$60.7K -774 -0.9%
RC
763
RegentAtlantic Capital
New Jersey
$5.79M -$258K -3,290 -4%
GLLW
764
Graves Light Lenhart Wealth
Virginia
$5.78M +$6.65M +84,821 New
CCT
765
Chemung Canal Trust
New York
$5.78M -$1.39M -17,656 -17%
Kovitz Investment Group Partners
766
Kovitz Investment Group Partners
Illinois
$5.78M +$5.11M +65,168 +333%
FWM
767
Frontier Wealth Management
Missouri
$5.77M +$1.39M +17,775 +27%
BSW
768
Buckingham Strategic Wealth
Missouri
$5.77M -$321K -4,091 -5%
KFP
769
Keystone Financial Planning
Ohio
$5.76M +$233K +2,976 +4%
KIA
770
KCM Investment Advisors
California
$5.74M -$746K -9,505 -10%
AAS
771
Avantax Advisory Services
Texas
$5.72M +$6.58M +83,923 New
SMI
772
Shelter Mutual Insurance
Missouri
$5.71M -$58.1K -740 -0.9%
KRSITF
773
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.71M +$296K +3,772 +5%
TAM
774
Taurus Asset Management
New York
$5.71M -$102K -1,300 -2%
HAIM
775
Hunter Associates Investment Management
Pennsylvania
$5.7M -$226K -2,877 -3%

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.