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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
TW
1351
Transform Wealth
Colorado
$1.99M +$141K +1,800 +7%
IFWM
1352
Institute for Wealth Management
Colorado
$1.99M +$796K +10,145 +53%
KA
1353
KLCM Advisors
Wisconsin
$1.99M -$22K -281 -1%
KWMG
1354
King Wealth Management Group
Florida
$1.99M -$10.8K -138 -0.5%
B
1355
Bailard
California
$1.98M -$122K -1,550 -5%
CCA
1356
Checchi Capital Advisers
California
$1.98M -$514K -6,552 -18%
MUAMU
1357
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.97M +$1.18M +15,000 +108%
DLHL
1358
Donald L. Hagan LLC
Florida
$1.97M -$1.37M -17,408 -38%
SLT
1359
St Louis Trust
Missouri
$1.96M +$2.51K +32 +0.1%
MTIM
1360
Marathon Trading Investment Management
Pennsylvania
$1.96M +$2.26M +28,768 New
P
1361
Pitcairn
Pennsylvania
$1.96M +$243K +3,093 +12%
CIP
1362
Capital Insight Partners
Arizona
$1.96M -$129K -1,645 -5%
HIC
1363
Hartline Investment Corp
Illinois
$1.96M -$58.1K -740 -3%
SC
1364
Sepio Capital
Utah
$1.96M +$2.25M +28,717 New
LKIM
1365
Lawson Kroeker Investment Management
Nebraska
$1.96M -$562K -7,165 -20%
CWM
1366
Campbell Wealth Management
Virginia
$1.96M +$2.25M +28,691 New
APG
1367
Abacus Planning Group
South Carolina
$1.96M +$2.25M +28,677 New
PAM
1368
Peninsula Asset Management
Florida
$1.95M -$119K -1,515 -5%
KA
1369
Kovack Advisors
Florida
$1.95M +$298K +3,794 +15%
VWA
1370
V Wealth Advisors
Kansas
$1.94M -$57.3K -730 -3%
DMC
1371
Drexel Morgan & Co
Pennsylvania
$1.93M +$9.96K +127 +0.5%
BG
1372
Bollard Group
Massachusetts
$1.92M +$99K +1,262 +5%
MPAM
1373
Murphy Pohlad Asset Management
Minnesota
$1.92M +$39.2K +500 +2%
ACG
1374
Allen Capital Group
Nebraska
$1.92M +$57.4K +732 +3%
NAM
1375
North American Management
Massachusetts
$1.92M -$1.71M -21,788 -44%

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.