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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
MC
1276
Martin & Co
Tennessee
$2.27M -$18K -230 -0.7%
GA
1277
Gateway Advisory
New Jersey
$2.26M -$137K -1,745 -5%
DAC
1278
Dividend Assets Capital
South Carolina
$2.26M -$127K -1,614 -5%
FA
1279
FCG Advisors
New Jersey
$2.26M -$139K -1,776 -5%
COI
1280
Connable Office Inc
Michigan
$2.25M +$2.59M +33,042 New
PHIMC
1281
Private Harbour Investment Management & Counsel
Ohio
$2.25M +$880K +11,213 +51%
CWM
1282
Calamos Wealth Management
Illinois
$2.25M -$7.54M -96,051 -74%
Koshinski Asset Management
1283
Koshinski Asset Management
Illinois
$2.25M -$786K -10,012 -23%
NS
1284
NewDay Solutions
New Hampshire
$2.25M +$2.59M +32,960 New
GIP
1285
Granite Investment Partners
California
$2.24M -$246K -3,130 -9%
KTM
1286
Keeler Thomas Management
Utah
$2.23M -$1.39M -17,745 -35%
OC
1287
Oakworth Capital
Alabama
$2.23M +$90K +1,147 +4%
SAM
1288
Smithbridge Asset Management
Pennsylvania
$2.23M -$322K -4,104 -11%
WPW
1289
Waldron Private Wealth
Pennsylvania
$2.22M +$642K +8,188 +34%
HCM
1290
Hengehold Capital Management
Ohio
$2.22M -$221K -2,811 -8%
NFG
1291
Next Financial Group
Texas
$2.21M +$883K +11,259 +53%
KFGK
1292
Keystone Financial Group (Kentucky)
Kentucky
$2.19M -$34.1K -435 -1%
PFS
1293
Prospera Financial Services
Texas
$2.19M -$217K -2,764 -8%
SIAG
1294
Signet Investment Advisory Group
Rhode Island
$2.19M +$2.52M +32,094 New
MBT
1295
Montecito Bank & Trust
California
$2.18M -$93.6K -1,193 -4%
PCA
1296
Providence Capital Advisors
North Carolina
$2.18M +$113K +1,441 +5%
LM
1297
Lincluden Management
Ontario, Canada
$2.17M -$271K -3,460 -10%
HJA
1298
Hugh Johnson Advisors
New York
$2.17M +$9.89K +126 +0.4%
CIA
1299
Covington Investment Advisors
Pennsylvania
$2.17M +$21.7K +276 +0.9%
Lido Advisors
1300
Lido Advisors
California
$2.17M +$39.8K +507 +2%

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.