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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
KC
1126
Kepos Capital
New York
$2.9M +$3.34M +42,510 New
ECM
1127
ETrade Capital Management
Virginia
$2.89M -$350K -4,456 -10%
TLP
1128
Trinity Legacy Partners
Texas
$2.89M +$3.33M +42,423 New
BAM
1129
Blueshift Asset Management
New Jersey
$2.87M +$3.3M +42,089 New
CIP
1130
Convergence Investment Partners
Florida
$2.87M +$466K +5,942 +16%
NWS
1131
Newport Wealth Strategies
California
$2.87M +$247K +3,152 +9%
BIA
1132
Barry Investment Advisors
Massachusetts
$2.86M -$56.9K -725 -2%
AAIM
1133
Asset Advisors Investment Management
Georgia
$2.86M -$98.2K -1,251 -3%
SFWA
1134
Summit Financial Wealth Advisors
Louisiana
$2.85M -$324K -4,135 -9%
PG
1135
Patten Group
Tennessee
$2.84M +$38.6K +492 +1%
MSAM
1136
Moloney Securities Asset Management
Missouri
$2.83M -$961K -12,245 -23%
GI
1137
GAMCO Investors
Connecticut
$2.83M -$10.3K -131 -0.3%
IIC
1138
Ironwood Investment Counsel
Arizona
$2.83M -$14K -178 -0.4%
MFG
1139
Monte Financial Group
Connecticut
$2.83M +$99.2K +1,265 +3%
BB
1140
Bell Bank
North Dakota
$2.82M -$21.2K -270 -0.6%
PCG
1141
Private Capital Group
Connecticut
$2.82M -$82.5K -1,051 -2%
AAMU
1142
AEGON Asset Management (UK)
United Kingdom
$2.82M +$239K +3,052 +8%
FA
1143
FDx Advisors
Illinois
$2.82M -$3.51M -44,718 -52%
HR
1144
Howe & Rusling
New York
$2.82M -$407K -5,182 -11%
DLCIG
1145
D.L. Carlson Investment Group
New Hampshire
$2.81M -$134K -1,712 -4%
RMAM
1146
Raab & Moskowitz Asset Management
New Jersey
$2.81M -$341K -4,340 -10%
EAM
1147
Evanson Asset Management
California
$2.8M +$175K +2,233 +6%
BMM
1148
Buffington Mohr McNeal
Idaho
$2.8M -$69.7K -888 -2%
HWA
1149
HCR Wealth Advisors
California
$2.79M -$61.4K -782 -2%
CCC
1150
Chelsea Counsel Company
California
$2.79M +$7.85K +100 +0.2%

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.