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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
HCM
1051
Hall Capital Management
Rhode Island
$3.26M -$79.1K -1,008 -2%
WPP
1052
Whalerock Point Partners
Rhode Island
$3.23M -$62.8K -800 -2%
WP
1053
WealthSource Partners
California
$3.23M +$1.04M +13,270 +39%
MA
1054
Marshwinds Advisory
Georgia
$3.23M -$148K -1,891 -4%
DIP
1055
DT Investment Partners
Pennsylvania
$3.23M -$2.82K -36 -0.1%
SWM
1056
Segment Wealth Management
Texas
$3.23M -$18.4K -234 -0.5%
APA
1057
American Portfolios Advisors
New York
$3.22M +$22.5K +287 +0.6%
FQ
1058
First Quadrant
California
$3.22M -$15.1M -192,531 -80%
PVWM
1059
Point View Wealth Management
New Jersey
$3.22M +$73.1K +932 +2%
Jones Financial Companies
1060
Jones Financial Companies
Missouri
$3.22M +$1.17M +14,891 +46%
PLFAM
1061
Pineno Levin & Ford Asset Management
Virginia
$3.21M -$28.2K -360 -0.8%
RMCM
1062
Reynders McVeigh Capital Management
Massachusetts
$3.21M -$181K -2,311 -5%
TI
1063
Truehand Inc
New Hampshire
$3.2M +$3.69M +46,970 New
ACM
1064
Allred Capital Management
Texas
$3.2M +$3.68M +46,962 New
TYCC
1065
Texas Yale Capital Corp
Florida
$3.2M -$130K -1,661 -3%
LSA
1066
L & S Advisors
California
$3.2M -$3.35M -42,723 -48%
SFPIA
1067
Stevens First Principles Investment Advisors
California
$3.2M -$28.2K -360 -0.8%
FI
1068
FormulaFolio Investments
Michigan
$3.19M
Balyasny Asset Management
1069
Balyasny Asset Management
Illinois
$3.19M +$3.67M +46,764 New
CHAM
1070
Clear Harbor Asset Management
Connecticut
$3.18M -$132K -1,681 -3%
AC
1071
Alexandria Capital
Virginia
$3.18M +$61.8K +788 +2%
BCM
1072
Birmingham Capital Management
Alabama
$3.17M +$66.7K +850 +2%
PL
1073
Perpetual Ltd
Australia
$3.16M
MPIA
1074
Mountain Pacific Investment Advisers
Idaho
$3.16M
NHC
1075
Nicholas Hoffman & Company
Georgia
$3.16M -$671K -8,548 -16%

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.