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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
SOAMC
826
Spirit of America Management Corp
New York
$5.09M -$398K -5,070 -6%
WP
827
WMS Partners
Maryland
$5.09M -$5.3M -67,494 -47%
BC
828
Brookfield Corp
Ontario, Canada
$5.07M
ECG
829
Edge Capital Group
Georgia
$5.06M +$5.82M +74,227 New
IFAM
830
Institutional & Family Asset Management
Colorado
$5.05M -$46.9K -598 -0.8%
WSTAM
831
Wilbanks Smith & Thomas Asset Management
Virginia
$5.05M -$262K -3,334 -4%
JMH
832
J.M. Hartwell
New York
$5.02M -$16.6K -212 -0.3%
BFO
833
Biltmore Family Office
North Carolina
$5.01M +$262K +3,334 +5%
EDRH
834
Edmond de Rothschild Holding
Switzerland
$5.01M +$2.24M +28,511 +63%
III
835
Independent Investors Inc
New York
$5M +$39.2K +500 +0.7%
MNG
836
Manning & Napier Group
New York
$5M -$163K -2,075 -3%
GIA
837
Granite Investment Advisors
New Hampshire
$4.99M -$442K -5,629 -7%
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$4.99M -$233K -2,968 -4%
AIM
839
Anchor Investment Management
South Carolina
$4.98M +$614K +7,826 +12%
PA
840
Parallel Advisors
California
$4.98M -$415K -5,290 -7%
MCM
841
MAI Capital Management
Ohio
$4.98M +$500K +6,379 +10%
CC
842
ClearArc Capital
Ohio
$4.95M -$8.19M -104,423 -59%
SWM
843
SVA Wealth Management
Wisconsin
$4.95M -$784K -9,996 -12%
SFM
844
Signet Financial Management
New Jersey
$4.94M -$268K -3,414 -5%
CRC
845
Curi RMB Capital
Illinois
$4.92M +$240K +3,064 +4%
OPTFSNA
846
Old Point Trust & Financial Services N A
Virginia
$4.91M -$3.92K -50 -0.1%
LIM
847
Leavell Investment Management
Alabama
$4.91M +$105K +1,339 +2%
CFGS
848
Concourse Financial Group Securities
Alabama
$4.88M +$3.34M +42,621 +147%
STMM
849
South Texas Money Management
Texas
$4.87M +$98.6K +1,257 +2%
RB
850
Rodgers Brothers
Pennsylvania
$4.85M -$99.3K -1,266 -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.