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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
CBU
1301
CIBC Bank USA
Illinois
$2.16M -$73.8K -940 -3%
CL
1302
Choreo LLC
Illinois
$2.16M -$495K -6,312 -17%
1832 Asset Management
1303
1832 Asset Management
Ontario, Canada
$2.16M +$1.71M +21,742 +159%
JIR
1304
James Investment Research
Ohio
$2.16M +$2.39M +30,414 +2,526%
BOTW
1305
Bank of the West
California
$2.15M -$949K -12,098 -28%
FAM
1306
Fred Alger Management
New York
$2.14M +$314 +4 +0%
VA
1307
Valmark Advisers
Ohio
$2.14M +$255K +3,245 +12%
FMP
1308
Financial Management Professionals
Texas
$2.13M +$126K +1,602 +5%
BIM
1309
Barton Investment Management
Pennsylvania
$2.13M
YWP
1310
YorkBridge Wealth Partners
New York
$2.13M -$25.8K -329 -1%
BMA
1311
Brooks Moore & Associates
Tennessee
$2.13M +$2.45M +31,232 New
MCM
1312
McRae Capital Management
New Jersey
$2.13M -$5.88K -75 -0.2%
FA
1313
Financial Advisors
Massachusetts
$2.13M +$2.45M +31,193 New
OAMU
1314
Ostrum Asset Management US
New York
$2.13M +$2.45M +31,167 New
BAM
1315
Belpointe Asset Management
Nevada
$2.12M -$861K -10,969 -26%
BFA
1316
Benedict Financial Advisors
Georgia
$2.12M -$19.6K -250 -0.8%
GLA
1317
Good Life Advisors
Pennsylvania
$2.12M -$74.2K -946 -3%
CBOR
1318
Community Bank of Raymore
Missouri
$2.11M -$8.63K -110 -0.4%
SAM
1319
Strategy Asset Managers
California
$2.1M -$160K -2,045 -6%
IB
1320
Intrust Bank
Kansas
$2.1M -$470K -5,986 -16%
LI
1321
Longer Investments
Arkansas
$2.09M -$164K -2,095 -6%
GIP
1322
Greatmark Investment Partners
Georgia
$2.08M -$1.71M -21,804 -42%
RA
1323
Riverstone Advisors
Texas
$2.08M +$2.39M +30,465 New
ECM
1324
Evergreen Capital Management
Washington
$2.08M -$106K -1,349 -4%
AFA
1325
Arlington Financial Advisors
California
$2.07M -$23.5K -300 -1%

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.