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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
AIM
1226
Assured Investment Management
New York
$2.46M -$1.98M -25,249 -41%
BCM
1227
Boltwood Capital Management
California
$2.46M -$338K -4,307 -11%
OIM
1228
Opus Investment Management
Massachusetts
$2.46M
SIC
1229
Sigma Investment Counselors
Michigan
$2.45M -$9.73K -124 -0.3%
TWM
1230
Torch Wealth Management
Ohio
$2.44M -$135K -1,725 -5%
RCAG
1231
Rehmann Capital Advisory Group
Michigan
$2.43M -$235K -2,993 -8%
SS
1232
Sunbelt Securities
Texas
$2.42M +$70.8K +902 +3%
CK
1233
Cohen Klingenstein
New York
$2.41M
KCPG
1234
Kavar Capital Partners Group
Kansas
$2.41M +$136K +1,730 +5%
BA
1235
Baugh & Associates
Georgia
$2.4M -$6.67K -85 -0.2%
BAM
1236
Brave Asset Management
New Jersey
$2.4M -$214K -2,727 -7%
VNB
1237
Virginia National Bank
Virginia
$2.4M -$66.7K -850 -2%
VAS
1238
Valicenti Advisory Services
New York
$2.39M -$137K -1,745 -5%
IR
1239
IAT Reinsurance
New York
$2.39M
Jacobs Levy Equity Management
1240
Jacobs Levy Equity Management
New Jersey
$2.38M +$753K +9,600 +38%
AIA
1241
AGF Investments America
Ontario, Canada
$2.38M +$66.1K +843 +2%
VST
1242
Van Strum & Towne
California
$2.37M -$85.8K -1,094 -3%
BDS
1243
Banco de Sabadell
Florida
$2.37M +$57.4K +732 +2%
AP
1244
Atwood & Palmer
Missouri
$2.36M +$426K +5,431 +19%
CCM
1245
Cohen Capital Management
California
$2.36M -$3.92K -50 -0.1%
SMFG
1246
Sumitomo Mitsui Financial Group
Japan
$2.36M -$133K -1,691 -5%
FAIM
1247
Financial Advocates Investment Management
Washington
$2.35M -$649K -8,268 -19%
EAM
1248
Erste Asset Management
Austria
$2.34M +$2.67M +34,000 New
FVSAZ
1249
Flossbach von Storch AG Zurich
Switzerland
$2.34M +$2.69M +34,300 New
MCA
1250
Mercer Capital Advisers
New Jersey
$2.34M -$136K -1,734 -5%

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.