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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
DBT
976
Dubuque Bank & Trust
Iowa
$3.69M -$158K -2,011 -4%
JIC
977
Joel Isaacson & Co
New York
$3.69M +$514K +6,557 +15%
BCM
978
BTR Capital Management
California
$3.68M -$425K -5,413 -9%
QCM
979
Quest Capital Management
Texas
$3.68M +$4.23M +53,903 New
FPCG
980
Fort Pitt Capital Group
Pennsylvania
$3.67M +$1.27M +16,164 +43%
IIM
981
Intact Investment Management
Quebec, Canada
$3.67M
NCM
982
Nelson Capital Management
California
$3.67M -$1.15M -14,628 -21%
PL
983
Plancorp LLC
Missouri
$3.66M -$75.2K -959 -2%
WIC
984
Wilkins Investment Counsel
Massachusetts
$3.65M -$47.1K -600 -1%
OCM
985
Olstein Capital Management
New York
$3.65M +$824K +10,500 +24%
QAM
986
Quantres Asset Management
Cayman Islands
$3.65M +$4.2M +53,500 New
MHS
987
M Holdings Securities
Oregon
$3.64M +$163K +2,073 +4%
PPSG
988
Princeton Portfolio Strategies Group
New Jersey
$3.63M -$441K -5,625 -10%
DT
989
Diversified Trust
Tennessee
$3.59M +$2.04M +25,952 +97%
VFA
990
Valeo Financial Advisors
Indiana
$3.59M -$78.9K -1,006 -2%
RIL
991
Rothschild Investment LLC
Illinois
$3.58M +$126K +1,602 +3%
ECM
992
Exchange Capital Management
Michigan
$3.58M -$2.82K -36 -0.1%
CWP
993
Capital Wealth Planning
Florida
$3.57M +$58.3K +743 +1%
MFBTD
994
MB Financial Bank - Trust Department
Illinois
$3.56M -$158K -2,019 -4%
SACTSONJ
995
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.55M
BHBT
996
Burke & Herbert Bank & Trust
Virginia
$3.54M -$105K -1,333 -3%
AMIM
997
Aull & Monroe Investment Management
Alabama
$3.54M -$182K -2,319 -4%
MCM
998
Maple Capital Management
Vermont
$3.53M -$199K -2,542 -5%
WSC
999
Wellington Shields & Co
New York
$3.53M +$558K +7,106 +16%
SC
1000
Saybrook Capital
North Carolina
$3.52M -$439K -5,593 -10%

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.