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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
DPIM
1101
Duff & Phelps Investment Management
Illinois
$3.05M
LCP
1102
Legacy Capital Partners
Wisconsin
$3.05M +$21.6K +275 +0.6%
WP
1103
WealthPLAN Partners
Nebraska
$3.05M -$7.97M -101,571 -72%
MCM
1104
McMillion Capital Management
North Carolina
$3.04M -$96.4K -1,229 -3%
MWP
1105
MYCIO Wealth Partners
Pennsylvania
$3.04M +$165K +2,097 +5%
TCPWM
1106
Traverso Chambers Private Wealth Management
California
$3.04M +$3.5M +44,625 New
RP
1107
Rice Partnership
Hawaii
$3.03M -$231K -2,940 -6%
AB
1108
Atlas Brown
Kentucky
$3.02M -$194K -2,467 -5%
LBC
1109
Lawrence B. Cohen
$3.01M -$32.7K -417 -0.9%
AWA
1110
Arete Wealth Advisors
Illinois
$3.01M +$198K +2,530 +6%
TCM
1111
Telos Capital Management
California
$3M -$218K -2,784 -6%
CRB
1112
Chad R. Baker
$3M -$981K -12,500 -22%
GWI
1113
Grace & White Inc
New York
$2.96M
SCA
1114
Sage Capital Advisors
South Dakota
$2.95M -$102K -1,303 -3%
UBV
1115
United Bank (Virginia)
Virginia
$2.94M -$447K -5,701 -12%
JCM
1116
Janney Capital Management
Pennsylvania
$2.94M -$422K -5,375 -11%
ATIA
1117
American Trust Investment Advisors
New Hampshire
$2.94M +$1.14M +14,480 +51%
CCP
1118
Corient Capital Partners
California
$2.93M -$1.08M -13,822 -24%
HI
1119
Hudock Inc
Pennsylvania
$2.93M +$67.6K +861 +2%
JWA
1120
JFS Wealth Advisors
Pennsylvania
$2.92M -$35.1K -447 -1%
HT
1121
Heritage Trust
Oklahoma
$2.92M -$98.5K -1,256 -3%
NCM
1122
Novare Capital Management
North Carolina
$2.91M -$430K -5,475 -11%
ABTD
1123
Arvest Bank Trust Division
Oklahoma
$2.91M +$159K +2,032 +5%
SMC
1124
Smith, Moore & Co
Missouri
$2.9M -$63.9K -815 -2%
LOAME
1125
Lombard Odier Asset Management (Europe)
United Kingdom
$2.9M +$31K +395 +0.9%

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.