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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
UTC
1251
Unified Trust Company
Kentucky
$2.34M +$2.69M +34,283 New
WC
1252
Whitnell & Co
Illinois
$2.33M -$132K -1,685 -5%
FDS
1253
First Dallas Securities
Texas
$2.33M -$79.8K -1,017 -3%
FNBOSM
1254
First National Bank of South Miami
Florida
$2.33M +$2.5M +31,827 New
BA
1255
Bridgewater Associates
Connecticut
$2.33M +$267K +3,403 +11%
ATC
1256
Adirondack Trust Company
New York
$2.33M -$4.39K -56 -0.2%
BCP
1257
Blue Chip Partners
Michigan
$2.32M -$724K -9,225 -21%
CT
1258
Coastline Trust
Rhode Island
$2.32M -$202K -2,575 -7%
JPMIA
1259
J.P. Marvel Investment Advisors
Massachusetts
$2.32M +$2.67M +34,055 New
TC
1260
Telemus Capital
Michigan
$2.32M +$6.51K +83 +0.2%
BAM
1261
Bruderman Asset Management
New York
$2.32M +$1.97M +25,058 +281%
EF
1262
Exeter Financial
Arizona
$2.32M +$70.8K +903 +3%
MCWS
1263
McKinley Carter Wealth Services
West Virginia
$2.32M +$76.8K +979 +3%
CVM
1264
Cheviot Value Management
California
$2.31M +$127K +1,622 +5%
PGIM
1265
Pacific Global Investment Management
California
$2.31M -$219K -2,786 -8%
HBWM
1266
Hollow Brook Wealth Management
New York
$2.3M +$698K +8,901 +36%
SBL
1267
Sargent Bickham Lagudis
Colorado
$2.3M -$86.1K -1,098 -3%
PCA
1268
Private Capital Advisors
Connecticut
$2.3M
SCM
1269
Stellar Capital Management
Arizona
$2.3M -$150K -1,911 -5%
MWM
1270
Mission Wealth Management
California
$2.29M -$67.9K -866 -3%
ROTUOC
1271
Regents of the University of California
California
$2.29M
SWA
1272
SFMG Wealth Advisors
Texas
$2.29M +$190K +2,416 +8%
SCM
1273
Schnieders Capital Management
California
$2.29M -$41.3K -526 -2%
MGIA
1274
Moneta Group Investment Advisors
Missouri
$2.28M -$945K -12,046 -27%
HJGA
1275
Hardman Johnston Global Advisors
Connecticut
$2.27M

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.