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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
RC
1001
Roundview Capital
New Jersey
$3.52M -$20.2K -258 -0.5%
KLCM
1002
KG&L Capital Management
Louisiana
$3.52M +$4.05M +51,607 New
Wolverine Trading
1003
Wolverine Trading
Illinois
$3.51M +$4.04M +51,487 New
BCMO
1004
Buckingham Capital Management (Ohio)
Ohio
$3.51M -$61K -777 -1%
TSS
1005
Thomas Story & Son
Indiana
$3.51M
HCM
1006
Harvest Capital Management
New Hampshire
$3.5M -$117K -1,496 -3%
NWP
1007
Northstar Wealth Partners
Connecticut
$3.5M -$87.5K -1,115 -2%
KIC
1008
Keating Investment Counselors
Florida
$3.5M -$93K -1,185 -2%
MAFM
1009
Mid Atlantic Financial Management
Pennsylvania
$3.5M +$4.02M +51,255 New
GWS
1010
Glassman Wealth Services
Virginia
$3.49M +$628 +8 +0%
AIA
1011
Allied Investment Advisors
Montana
$3.49M +$109K +1,392 +3%
AIC
1012
Argus Investors Counsel
New York
$3.48M -$275K -3,500 -6%
GCM
1013
Garland Capital Management
Washington
$3.47M +$14.5K +185 +0.4%
NAM
1014
NTV Asset Management
West Virginia
$3.45M -$206K -2,628 -5%
Edgewood Management
1015
Edgewood Management
Connecticut
$3.44M -$2.35K -30 -0.1%
GAB
1016
German American Bancorp
Indiana
$3.44M +$95.7K +1,220 +2%
LPC
1017
Loeb Partners Corp
New York
$3.42M -$573K -7,305 -13%
BEC
1018
Blue Edge Capital
Virginia
$3.42M +$1.49K +19 +0%
KCMRT
1019
Kemper Corp Master Retirement Trust
Illinois
$3.41M
PAIM
1020
Punch & Associates Investment Management
Minnesota
$3.41M -$69.9K -891 -2%
YMRC
1021
Yorktown Management & Research Company
Virginia
$3.41M
S
1022
SignatureFD
Georgia
$3.4M -$757K -9,651 -16%
Aristotle Capital Management
1023
Aristotle Capital Management
California
$3.4M -$5.49K -70 -0.1%
ACM
1024
Alpha Capital Management
Texas
$3.4M -$1.25K -16 -0%
FCMT
1025
Founders Capital Management (Texas)
Texas
$3.4M +$125K +1,597 +3%

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.