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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
BTNA
951
Bremer Trust National Association
Minnesota
$3.86M +$706K +8,999 +19%
VCM
952
Violich Capital Management
California
$3.86M -$100K -1,276 -2%
OWA
953
Outlook Wealth Advisors
Texas
$3.86M +$444K +5,656 New
CPIA
954
Cornell Pochily Investment Advisors
New York
$3.85M +$1.05M +13,413 +31%
PFS
955
Physicians Financial Services
North Carolina
$3.84M +$200K +2,551 +5%
DCM
956
Delta Capital Management
New Jersey
$3.84M -$731K -9,320 -14%
HKIM
957
Hayek Kallen Investment Management
Alabama
$3.83M -$174K -2,224 -4%
SFG
958
Summit Financial Group
West Virginia
$3.83M -$785 -10 -0%
BCM
959
Brookstone Capital Management
Illinois
$3.83M -$3.87M -49,324 -47%
BAAM
960
Baker Avenue Asset Management
California
$3.82M -$412K -5,256 -9%
ER
961
Enlightenment Research
Florida
$3.82M +$4.39M +56,001 New
DA
962
Denali Advisors
California
$3.81M
WAM
963
Wallington Asset Management
Indiana
$3.8M -$31.9K -406 -0.7%
LRPA
964
L. Roy Papp & Associates
Arizona
$3.8M -$226K -2,876 -5%
BCCM
965
Bridge Creek Capital Management
Massachusetts
$3.79M -$197K -2,514 -4%
HCA
966
Harbour Capital Advisors
Virginia
$3.77M -$74.4K -948 -2%
CCM
967
Chickasaw Capital Management
Tennessee
$3.77M -$1.54M -19,600 -26%
MHIM
968
MacNealy Hoover Investment Management
Ohio
$3.77M -$110K -1,398 -2%
AIP
969
Ahrens Investment Partners
Louisiana
$3.76M -$6.75K -86 -0.2%
CAM
970
Columbia Asset Management
Michigan
$3.75M -$562K -7,163 -12%
HAM
971
Highstreet Asset Management
Ontario, Canada
$3.75M -$163K -2,075 -4%
PT
972
Plimoth Trust
Massachusetts
$3.75M -$111K -1,412 -3%
CCM
973
Cadence Capital Management
Massachusetts
$3.72M -$8.01M -102,090 -65%
APSI
974
Asset Planning Services Inc
Louisiana
$3.72M +$105K +1,337 +3%
ZB
975
Zions Bancorporation
Utah
$3.7M -$616K -7,849 -13%

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.