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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
Simplex Trading
851
Simplex Trading
Illinois
$4.84M +$5.57M +70,952 New
ZIC
852
ZWJ Investment Counsel
Georgia
$4.82M +$1.22M +15,591 +28%
FNT
853
First Nebraska Trust
Nebraska
$4.8M -$55.8K -711 -1%
CFMC
854
Curbstone Financial Management Corp
New Hampshire
$4.8M +$12.1K +154 +0.2%
Wealth Enhancement Advisory Services
855
Wealth Enhancement Advisory Services
Minnesota
$4.79M +$1.63M +20,826 +47%
PPCM
856
Pillar Pacific Capital Management
California
$4.78M -$676K -8,619 -11%
NSEDCP
857
NJ State Employees Deferred Compensation Plan
New Jersey
$4.77M
IRF
858
IBM Retirement Fund
New York
$4.77M -$412K -5,250 -7%
BFEC
859
Benjamin F. Edwards & Company
Missouri
$4.76M +$880K +11,217 +19%
GBT
860
Grove Bank & Trust
Florida
$4.75M -$471K -6,005 -8%
DHFB
861
Dixon Hubard Feinour & Brown
Virginia
$4.73M -$414K -5,277 -7%
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$4.73M -$259K -3,300 -5%
BMC
863
Beaton Management Company
Massachusetts
$4.72M -$126K -1,600 -2%
SIC
864
Schwartz Investment Counsel
Michigan
$4.72M +$510K +6,500 +10%
MIA
865
MainStreet Investment Advisors
Illinois
$4.72M -$176K -2,238 -3%
RWP
866
RWA Wealth Partners
Massachusetts
$4.7M -$120K -1,527 -2%
PTB
867
Pioneer Trust Bank
Oregon
$4.7M -$20.9K -267 -0.4%
WCF
868
West Coast Financial
California
$4.69M +$419K +5,344 +8%
NAMP
869
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.69M -$203K -2,591 -4%
HFS
870
Haverford Financial Services
Pennsylvania
$4.68M -$148K -1,890 -3%
TCOT
871
Trust Company of Toledo
Ohio
$4.67M -$172K -2,191 -3%
LWAC
872
Laurel Wealth Advisors (California)
California
$4.67M -$77.6K -989 -1%
VFM
873
Viking Fund Management
North Dakota
$4.67M -$2.16M -27,500 -29%
CG
874
Colony Group
Massachusetts
$4.67M +$134K +1,708 +3%
RCYC
875
Richard C. Young & Co
Rhode Island
$4.65M -$2.13M -27,183 -28%

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.