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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
FMWA
1451
Forvis Mazars Wealth Advisors
Missouri
$1.66M -$809K -10,314 -30%
HR
1452
Hayden Royal
North Carolina
$1.66M +$1.91M +24,301 New
PSC
1453
Prentiss Smith & Co
Vermont
$1.65M -$55.8K -711 -3%
OCM
1454
Osterweis Capital Management
California
$1.65M
SL
1455
Summitry LLC
California
$1.65M +$143K +1,826 +8%
NG
1456
Northstar Group
New York
$1.65M -$56.3K -718 -3%
CWM
1457
Cornerstone Wealth Management
Missouri
$1.65M -$135M -1,714,488 -99%
ST
1458
Somerset Trust
Pennsylvania
$1.64M -$322K -4,098 -15%
BBWA
1459
Bell & Brown Wealth Advisors
California
$1.64M -$113K -1,438 -6%
SAM
1460
Sawgrass Asset Management
Florida
$1.64M -$182K -2,315 -9%
CMTU
1461
Capital Markets Trading (UK)
United Kingdom
$1.63M +$1.88M +23,907 New
BWM
1462
BerganKDV Wealth Management
Minnesota
$1.63M -$78.8K -1,004 -4%
CFS
1463
CRA Financial Services
New Jersey
$1.63M +$1.87M +23,884 New
ARMT
1464
Amica Retiree Medical Trust
Rhode Island
$1.61M
SCM
1465
Southport Capital Management
Tennessee
$1.61M +$31.1K +396 +2%
TFS
1466
Thoroughbred Financial Services
Tennessee
$1.61M +$1.85M +23,622 New
FBC
1467
Fairfield, Bush & Co
Connecticut
$1.61M -$57.9K -738 -3%
PTC
1468
Philadelphia Trust Company
Pennsylvania
$1.61M -$81.6K -1,040 -4%
WRM
1469
Weybosset Research & Management
Rhode Island
$1.6M -$23.5K -299 -1%
SGAM
1470
Steinberg Global Asset Management
Florida
$1.6M -$53.4K -681 -3%
BCA
1471
Bray Capital Advisors
Florida
$1.59M -$999K -12,736 -35%
BWCS
1472
Beirne Wealth Consulting Services
Connecticut
$1.59M +$1.83M +23,313 New
AF
1473
Alerus Financial
North Dakota
$1.59M -$31.6K -403 -2%
CS
1474
Comerica Securities
Michigan
$1.59M +$385K +4,910 +27%
BFC
1475
Bedel Financial Consulting
Indiana
$1.59M -$6.59K -84 -0.4%

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.