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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
CCA
1401
Catalyst Capital Advisors
New York
$1.83M +$74.3K +947 +4%
HPC
1402
Hobart Private Capital
North Carolina
$1.82M +$62.2K +793 +3%
SBWIC
1403
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.82M -$36.1K -460 -2%
WCM
1404
Washington Capital Management
Washington
$1.82M +$80K +1,020 +4%
TA
1405
TCG Advisors
Texas
$1.82M +$2.09M +26,626 New
BCP
1406
Berkeley Capital Partners
Georgia
$1.8M +$132K +1,678 +7%
FAM
1407
Fenimore Asset Management
New York
$1.8M -$3.29K -42 -0.2%
ANRIA
1408
American National Registered Investment Advisor
Texas
$1.8M
HIM
1409
Harbour Investment Management
Washington
$1.8M -$98.5K -1,255 -5%
ACS
1410
Archford Capital Strategies
Illinois
$1.79M +$84.9K +1,082 +4%
GWMIA
1411
Global Wealth Management Investment Advisory
Florida
$1.78M +$2.05M +26,179 New
HWA
1412
Heritage Way Advisors
Illinois
$1.78M -$57.4K -731 -3%
HGWM
1413
Harvest Group Wealth Management
Massachusetts
$1.78M +$833K +10,618 +69%
PAS
1414
Park Avenue Securities
New York
$1.77M -$440K -5,605 -18%
SLF
1415
Sun Life Financial
Ontario, Canada
$1.77M -$154K -1,965 -7%
FLI
1416
Family Legacy Inc
South Carolina
$1.76M +$7.69K +98 +0.4%
HW
1417
Hedeker Wealth
Illinois
$1.76M -$270K -3,439 -12%
IBOK
1418
Independence Bank of Kentucky
Kentucky
$1.75M -$483K -6,157 -19%
NERM
1419
New England Research & Management
Illinois
$1.75M -$175K -2,231 -8%
MCM
1420
Monument Capital Management
Virginia
$1.74M +$119K +1,517 +6%
CCMT
1421
CMT Capital Markets Trading
Germany
$1.74M +$2M +25,500 New
EFSCE
1422
Enterprise Financial Services Corp (EFSC)
Missouri
$1.74M -$151K -1,929 -7%
IWM
1423
IHT Wealth Management
Illinois
$1.74M +$42.2K +538 +2%
EWM
1424
Empirical Wealth Management
Washington
$1.74M -$49.6K -632 -2%
MWM
1425
Modera Wealth Management
New Jersey
$1.74M -$256K -3,261 -11%

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.