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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
CWM
1326
Concentric Wealth Management
California
$2.07M +$57.9K +738 +2%
LCS
1327
Levin Capital Strategies
New York
$2.07M -$67.3M -857,425 -97%
FFC
1328
First Financial Corp
Indiana
$2.07M +$22.9K +292 +1%
CB
1329
CNB Bank
Pennsylvania
$2.07M +$115K +1,468 +5%
PGA
1330
Portland Global Advisors
Maine
$2.07M +$169K +2,160 +8%
GCM
1331
Gables Capital Management
Florida
$2.06M -$55.7K -710 -2%
MLL
1332
Moody Lynn & Lieberson
Massachusetts
$2.06M +$1.41K +18 +0.1%
MMPW
1333
Mitchell McLeod Pugh & Williams
Alabama
$2.05M -$41.4K -528 -2%
RWM
1334
RKL Wealth Management
Pennsylvania
$2.05M -$61.7K -787 -3%
PCM
1335
Palisade Capital Management
New Jersey
$2.05M -$394K -5,017 -14%
NPT
1336
Nixon Peabody Trust
Massachusetts
$2.05M +$8.87K +113 +0.4%
LCM
1337
Lucas Capital Management
New Jersey
$2.05M -$86.2K -1,099 -4%
ACM
1338
AlphaCrest Capital Management
New York
$2.04M +$2.35M +29,966 New
CG
1339
Caprock Group
Idaho
$2.04M -$61.1K -779 -3%
NIP
1340
Nicholas Investment Partners
California
$2.04M +$2.34M +29,853 New
SAA
1341
Southeast Asset Advisors
Georgia
$2.03M +$5.57K +71 +0.2%
RIG
1342
Renaissance Investment Group
Massachusetts
$2.02M -$323K -4,122 -12%
GFA
1343
Gifford Fong Associates
California
$2.01M
BJL
1344
Brighton Jones LLC
Washington
$2.01M -$26.7K -340 -1%
CG
1345
CFO4Life Group
Texas
$2.01M -$481K -6,134 -17%
GIA
1346
GHP Investment Advisors
Colorado
$2.01M -$944K -12,031 -29%
CAM
1347
Cozad Asset Management
Illinois
$2.01M -$8.55K -109 -0.4%
CFD
1348
Creative Financial Designs
Indiana
$2M -$34.6K -441 -1%
QCG
1349
Quadrant Capital Group
Ohio
$2M -$50.8K -648 -2%
BP
1350
Ballentine Partners
Massachusetts
$2M +$613K +7,807 +36%

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.