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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
RIM
1151
Rampart Investment Management
Connecticut
$2.78M -$2.9M -36,976 -48%
RIA
1152
Regal Investment Advisors
Michigan
$2.78M +$338K +4,307 +12%
FPS
1153
Fieldpoint Private Securities
Connecticut
$2.77M -$131K -1,675 -4%
WCM
1154
Whitener Capital Management
North Carolina
$2.77M -$45.6K -581 -1%
MGIA
1155
Matthew Goff Investment Advisor
Texas
$2.76M
HH
1156
Hilltop Holdings
Texas
$2.76M -$616K -7,851 -16%
NFC
1157
Northeast Financial Consultants
Connecticut
$2.75M +$2.57M +32,796 +434%
IA
1158
IndexIQ Advisors
New York
$2.75M -$462K -5,883 -13%
MG
1159
Mitchell Group
Texas
$2.75M +$3.16M +40,290 New
SCA
1160
Spearhead Capital Advisors
Florida
$2.74M -$174K -2,221 -5%
PWM
1161
Perigon Wealth Management
California
$2.74M -$318K -4,055 -10%
EIM
1162
Essex Investment Management
Massachusetts
$2.74M -$128K -1,627 -4%
SNBOSCI
1163
Security National Bank of Sioux City Iowa
Iowa
$2.74M +$237K +3,027 +8%
CCM
1164
Cribstone Capital Management
Maine
$2.73M -$21.5K -274 -0.7%
ARTA
1165
A.R.T. Advisors
New York
$2.73M +$3.15M +40,095 New
AIS
1166
Accurate Investment Solutions
Pennsylvania
$2.73M -$613K -7,811 -16%
NGA
1167
Naples Global Advisors
Florida
$2.73M +$1.73M +22,055 +139%
CVSCT
1168
C.V. Starr & Co Trust
New York
$2.73M
UFG
1169
United Fire Group
Iowa
$2.73M
AW
1170
ACG Wealth
Georgia
$2.72M -$256K -3,268 -8%
AWM
1171
Aries Wealth Management
Maine
$2.72M -$38.4K -490 -1%
PMFA
1172
Plante Moran Financial Advisors
Michigan
$2.72M +$2.48M +31,651 +386%
TSW
1173
Thompson Siegel & Walmsley
Virginia
$2.72M -$2.48M -31,636 -44%
FLPIM
1174
F.L. Putnam Investment Management
Massachusetts
$2.7M +$234K +2,981 +8%
SWK
1175
Stephen W. Kidder
$2.7M -$1.71M -21,754 -35%

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.