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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
FCB
776
First Command Bank
Texas
$5.7M -$6.4M -81,546 -49%
FCFS
777
First Command Financial Services
Texas
$5.7M -$6.4M -81,546 -49%
LNWWM
778
Laird Norton Wetherby Wealth Management
California
$5.69M -$407K -5,187 -6%
WWM
779
Willingdon Wealth Management
North Carolina
$5.68M +$1.02M +13,046 +19%
CSS
780
Cubist Systematic Strategies
Connecticut
$5.67M +$2.55M +32,493 +64%
HCM
781
Hutchinson Capital Management
California
$5.66M -$176K -2,249 -3%
MGFS
782
Miller Green Financial Services
Texas
$5.66M -$338K -4,305 -5%
Capstone Investment Advisors
783
Capstone Investment Advisors
New York
$5.64M +$5.23M +66,706 +415%
MIM
784
Marco Investment Management
Georgia
$5.64M -$566K -7,211 -8%
NWM
785
Nicola Wealth Management
British Columbia, Canada
$5.58M +$4.24M +54,000 +264%
GP
786
Girard Partners
Pennsylvania
$5.58M -$1.26M -16,090 -16%
AI
787
Ariel Investments
Illinois
$5.57M -$672K -8,571 -9%
EVM
788
Evelyn V. Moreno
$5.57M +$14.9K +190 +0.2%
CBA
789
Coastal Bridge Advisors
Connecticut
$5.51M -$10.4K -132 -0.2%
RP
790
Rowlandmiller & Partners
Georgia
$5.5M +$5.49K +70 +0.1%
BII
791
Bainco International Investors
Massachusetts
$5.49M -$998K -12,722 -14%
LI
792
Lafayette Investments
Maryland
$5.49M -$511K -6,515 -7%
SGCA
793
Steel Grove Capital Advisors
Tennessee
$5.48M -$1.75M -22,272 -22%
HSA
794
HBK Sorce Advisory
Pennsylvania
$5.47M +$7.06K +90 +0.1%
WM
795
WS Management
Florida
$5.46M -$371K -4,731 -6%
DWT
796
Dorsey & Whitney Trust
South Dakota
$5.45M -$590K -7,515 -9%
SGI
797
Summit Global Investments
Utah
$5.44M +$2.1M +26,810 +51%
NCM
798
Narwhal Capital Management
Georgia
$5.42M +$1.02K +13 +0%
BRCM
799
Bright Rock Capital Management
Massachusetts
$5.42M +$785K +10,000 +14%
AAM
800
Aureus Asset Management
Massachusetts
$5.41M -$145K -1,850 -2%

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.