We are live on ! Find out more
XOM icon

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
FSA
1076
Franklin Street Advisors
North Carolina
$3.15M -$186K -2,369 -5%
AAMA
1077
Advanced Asset Management Advisors
Ohio
$3.15M +$2.21M +28,168 +156%
DLA
1078
Douglas Lane & Associates
New York
$3.14M -$241K -3,071 -6%
WPA
1079
Winning Points Advisors
Florida
$3.13M -$160K -2,044 -4%
WTB
1080
Washington Trust Bank
Washington
$3.13M -$108K -1,379 -3%
CIM
1081
Corda Investment Management
Texas
$3.13M -$57.5K -733 -2%
FFA
1082
First Foundation Advisors
California
$3.13M -$12.3K -157 -0.3%
HFS
1083
Howard Financial Services
Texas
$3.13M +$3.6M +45,930 New
GIM
1084
Guardian Investment Management
California
$3.12M +$47.1K +600 +1%
HHAA
1085
Henry H. Armstrong Associates
Pennsylvania
$3.12M +$52.6K +670 +1%
PWAP
1086
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.12M -$174K -2,222 -5%
AWM
1087
Alterna Wealth Management
Texas
$3.12M +$3.03M +38,595 New
AI
1088
Atria Investments
North Carolina
$3.11M -$2.25M -28,713 -39%
APP
1089
Avantax Planning Partners
Iowa
$3.1M -$397K -5,064 -10%
KS
1090
Karpas Strategies
Connecticut
$3.1M
MWM
1091
MinichMacGregor Wealth Management
New York
$3.1M +$2.82M +35,941 +1,960%
SC
1092
Savant Capital
Illinois
$3.1M -$156K -1,990 -4%
DBIA
1093
Dumont & Blake Investment Advisors
New Jersey
$3.09M -$180K -2,294 -5%
MTC
1094
McDaniel Terry & Co
Texas
$3.09M -$141K -1,803 -4%
BRWA
1095
B. Riley Wealth Advisors
Florida
$3.08M -$12.8K -163 -0.4%
FAM
1096
Formidable Asset Management
Ohio
$3.07M -$128K -1,630 -3%
BOC
1097
Barbara Oil Co
Illinois
$3.07M
BPM
1098
Bowling Portfolio Management
Ohio
$3.06M -$360K -4,584 -9%
PCAP
1099
Pratt Collard Advisory Partners
New York
$3.06M -$58.1K -740 -2%
HFM
1100
Hartford Financial Management
Connecticut
$3.06M -$190K -2,424 -5%

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.