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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
EM
1176
Excalibur Management
Massachusetts
$2.7M -$296K -3,773 -9%
CNC
1177
Citizens & Northern Corp
Pennsylvania
$2.7M +$774K +9,869 +33%
RWM
1178
Rench Wealth Management
Texas
$2.68M -$1.65K -21 -0.1%
BFA
1179
Beaumont Financial Advisors
Massachusetts
$2.67M +$20.9K +266 +0.7%
BA
1180
Bristlecone Advisors
Washington
$2.67M -$143K -1,826 -4%
BIAS
1181
Beacon Investment Advisory Services
New Jersey
$2.67M -$196K -2,498 -6%
DP
1182
DDD Partners
Washington
$2.66M -$2.02M -25,713 -40%
FCIM
1183
Fairview Capital Investment Management
California
$2.66M -$11.8K -150 -0.4%
BHC
1184
Bowen Hanes & Co
Florida
$2.66M -$218K -2,778 -7%
FM
1185
Family Management
New York
$2.66M -$1.1M -14,068 -27%
AB
1186
AT Bancorp
Iowa
$2.66M -$6.59K -84 -0.2%
WCM
1187
Weatherstone Capital Management
Colorado
$2.65M +$1.99M +25,385 +357%
POIA
1188
Pin Oak Investment Advisors
Texas
$2.64M -$526K -6,708 -15%
11A
1189
10-15 Associates
New York
$2.64M +$98.2K +1,251 +3%
MSR
1190
Main Street Research
Connecticut
$2.64M -$110K -1,404 -4%
AF
1191
Aldebaran Financial
$2.63M -$54K -688 -2%
SFSG
1192
Stearns Financial Services Group
North Carolina
$2.61M -$193K -2,457 -6%
PWMG
1193
Prestige Wealth Management Group
New Jersey
$2.61M +$3M +38,258 New
FHA
1194
Flagship Harbor Advisors
Massachusetts
$2.6M -$587K -7,480 -16%
HI
1195
Horizon Investments
North Carolina
$2.6M +$563K +7,173 +23%
SWMG
1196
Signature Wealth Management Group
Georgia
$2.6M -$24.2K -309 -0.8%
PAI
1197
Pittenger & Anderson Inc
Nebraska
$2.6M +$385K +4,910 +15%
GT
1198
Greenleaf Trust
Michigan
$2.6M -$695K -8,864 -19%
IC
1199
Investment Counsel
Michigan
$2.6M -$80.4K -1,025 -3%
OCM
1200
One Capital Management
California
$2.59M -$298K -3,798 -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.