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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
PP
1476
Paloma Partners
Connecticut
$1.59M +$1.07M +13,659 +142%
WFI
1477
West Family Investments
California
$1.58M
CCA
1478
Conservest Capital Advisors
Pennsylvania
$1.58M -$374K -4,771 -17%
QPWM
1479
Quadrant Private Wealth Management
Pennsylvania
$1.58M +$49.4K +630 +3%
FAG
1480
Financial Advisory Group
Texas
$1.58M +$7.85K +100 +0.4%
EWM
1481
Evermay Wealth Management
Virginia
$1.57M +$16.4K +209 +0.9%
PFGIA
1482
Patriot Financial Group Insurance Agency
Massachusetts
$1.57M +$14.9K +190 +0.8%
EHWM
1483
Eads & Heald Wealth Management
Georgia
$1.57M -$30K -382 -2%
SCA
1484
Stokes Capital Advisors
South Carolina
$1.56M +$142K +1,810 +9%
PFA
1485
Paradigm Financial Advisors
Missouri
$1.56M -$613K -7,808 -25%
PBO
1486
Peoples Bank (Ohio)
Ohio
$1.56M -$30.1K -384 -2%
FIM
1487
Fernwood Investment Management
Massachusetts
$1.55M -$78.5K -1,000 -4%
BOPW
1488
Brandywine Oak Private Wealth
Pennsylvania
$1.55M +$1.8M +22,893 New
VWA
1489
VERITY Wealth Advisors
United States
$1.55M +$1.78M +22,747 New
PW
1490
Price Wealth
Texas
$1.55M
BL
1491
BFSG LLC
California
$1.55M -$141K -1,794 -7%
CP
1492
Coho Partners
Pennsylvania
$1.54M -$41.7K -531 -2%
MIC
1493
Means Investment Company
Maine
$1.54M +$1.78M +22,633 New
MOS
1494
MGO One Seven
Ohio
$1.54M -$33.3K -424 -2%
KCM
1495
Karp Capital Management
California
$1.54M +$1.77M +22,577 New
PH
1496
Pinnacle Holdings
Oklahoma
$1.54M -$3.06K -39 -0.2%
MBA
1497
McQueen Ball & Associates
Pennsylvania
$1.54M -$20.6K -262 -1%
MIM
1498
Montgomery Investment Management
Maryland
$1.54M
CNB
1499
Camden National Bank
Maine
$1.53M -$23K -293 -1%
CCM
1500
Crossvault Capital Management
Texas
$1.53M +$189K +2,407 +12%

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.