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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
FFWA
1201
FRG Family Wealth Advisors
Washington
$2.58M -$473K -6,030 -14%
GFP
1202
Gryphon Financial Partners
Ohio
$2.57M +$1.6M +20,371 +155%
THWM
1203
Taylor Hoffman Wealth Management
Virginia
$2.56M -$272K -3,465 -8%
IA
1204
IFG Advisory
Georgia
$2.56M -$1.16M -14,765 -28%
PJSIMP
1205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.56M -$110K -1,404 -4%
AIP
1206
Almanack Investment Partners
Pennsylvania
$2.56M -$88K -1,122 -3%
DE
1207
Day & Ennis
Georgia
$2.55M -$13.3K -170 -0.5%
VC
1208
Vestor Capital
Illinois
$2.55M +$1.65K +21 +0.1%
WPC
1209
White Pine Capital
Minnesota
$2.55M +$16.5K +210 +0.6%
ACM
1210
Ashford Capital Management
Delaware
$2.54M -$55.3K -705 -2%
Verition Fund Management
1211
Verition Fund Management
Connecticut
$2.54M +$2.92M +37,273 New
MCM
1212
Manchester Capital Management
Vermont
$2.54M +$45.2K +576 +2%
RFA
1213
Reilly Financial Advisors
California
$2.53M -$5.95M -75,874 -67%
FBB
1214
Fulton Breakefield Broenniman
Maryland
$2.53M -$174K -2,223 -6%
PCIA
1215
Prime Capital Investment Advisors
Kansas
$2.52M -$83.9K -1,070 -3%
CRIG
1216
Charter Research & Investment Group
Connecticut
$2.52M -$76.5K -975 -3%
OMC
1217
Overbrook Management Corp
New York
$2.52M -$5.88K -75 -0.2%
BSB
1218
Bangor Savings Bank
Maine
$2.52M -$86.8K -1,106 -3%
LWANC
1219
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.51M +$2.89M +36,785 New
CCM
1220
Condor Capital Management
New Jersey
$2.51M +$416K +5,303 +17%
DAS
1221
Dynamic Advisor Solutions
Arizona
$2.5M -$1.8M -22,976 -40%
BIC
1222
Beach Investment Counsel
Pennsylvania
$2.49M -$58.8K -750 -2%
OLA
1223
Oliver Luxxe Assets
New Jersey
$2.49M -$25.5K -325 -0.9%
LJAC
1224
L.J. Altfest & Co
New York
$2.48M +$13.3K +170 +0.5%
NEI
1225
Northwest & Ethical Investments
Ontario, Canada
$2.46M -$1.69M -21,542 -37%

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.