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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
MRCM
876
M&R Capital Management
New Jersey
$4.64M -$277K -3,531 -5%
GLA
877
Great Lakes Advisors
Illinois
$4.63M -$529K -6,737 -9%
CCMINC
878
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.62M -$780K -9,945 -13%
SVWA
879
Sound View Wealth Advisors
Georgia
$4.57M +$5.26M +67,062 New
TRIM
880
Thompson Rubinstein Investment Management
Oregon
$4.57M
CIM
881
Cambria Investment Management
California
$4.56M +$1.09M +13,936 +26%
AIC
882
Ameritas Investment Company
Nebraska
$4.53M +$5.21M +66,438 New
PI
883
Pettee Investors
Connecticut
$4.53M -$216K -2,756 -4%
SWM
884
SeaCrest Wealth Management
New York
$4.52M -$814K -10,371 -14%
LA
885
LVW Advisors
New York
$4.5M +$1.43M +18,217 +38%
WIC
886
Whitegate Investment Counselors
New Hampshire
$4.5M -$104K -1,320 -2%
BCB
887
Brian C. Broderick
$4.47M -$2.09M -26,641 -29%
CWS
888
Cypress Wealth Services
California
$4.43M -$188K -2,397 -4%
SI
889
Sprott Inc
Ontario, Canada
$4.43M -$1.1M -14,000 -18%
WAM
890
Wealthspire Advisors (Maryland)
Maryland
$4.42M -$409K -5,208 -7%
BMC
891
Benin Management Corp
Connecticut
$4.41M -$353K -4,496 -6%
LNC
892
Lincoln National Corp
Pennsylvania
$4.4M -$40.2K -512 -0.8%
WIC
893
Woodmont Investment Counsel
Tennessee
$4.4M -$136K -1,737 -3%
WIA
894
Wealthstreet Investment Advisors
Texas
$4.36M -$267K -3,408 -5%
SIM
895
Sonora Investment Management
Arizona
$4.36M -$68.5K -873 -1%
FCCM
896
First City Capital Management
Georgia
$4.36M -$723K -9,221 -13%
PAM
897
Paradigm Asset Management
New York
$4.34M +$4.99M +63,600 New
BO
898
Bank OZK
Arkansas
$4.33M +$20.8K +265 +0.4%
RSVP
899
Ramsay Stattman Vela & Price
Colorado
$4.33M -$98.5K -1,255 -2%
BA
900
BCM Advisors
Louisiana
$4.3M -$183K -2,335 -4%

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.