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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
SIAP
1526
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.46M +$201K +2,559 +14%
TL
1527
Tirschwell & Loewy
New York
$1.46M -$29.2K -372 -2%
HWM
1528
Highwater Wealth Management
Colorado
$1.46M
WCM
1529
Windsor Capital Management
Arizona
$1.45M -$45.4K -579 -3%
EIA
1530
Edgemoor Investment Advisors
Maryland
$1.45M -$785 -10 -0%
CA
1531
Calton & Associates
Florida
$1.45M +$349K +4,445 +26%
CS
1532
Cannell & Spears
New York
$1.45M -$2.35K -30 -0.1%
SIMM
1533
Stillwater Investment Management (Minnesota)
Minnesota
$1.45M -$64.7K -825 -4%
BBL
1534
Beck Bode LLC
Massachusetts
$1.45M +$1.67M +21,229 New
SFG
1535
SevenBridge Financial Group
Pennsylvania
$1.45M -$404K -5,150 -20%
CT
1536
Clearstead Trust
Maine
$1.45M -$203K -2,593 -11%
VNA
1537
Valley National Advisers
Pennsylvania
$1.44M -$469K -5,983 -22%
1WA
1538
180 Wealth Advisors
Washington
$1.44M -$14.5K -185 -1%
PIM
1539
Provident Investment Management
Michigan
$1.44M
BE
1540
Bonness Enterprises
District of Columbia
$1.43M -$11K -140 -0.7%
FWP
1541
FAS Wealth Partners
Kansas
$1.43M -$35.1K -447 -2%
CNAM
1542
Campbell Newman Asset Management
Wisconsin
$1.43M -$94.4K -1,203 -5%
DBRC
1543
D.B. Root & Company
Pennsylvania
$1.43M +$628 +8 +0%
BC
1544
Burleson & Co
California
$1.43M -$323K -4,118 -18%
SAM
1545
SignalPoint Asset Management
Missouri
$1.42M -$21.7K -277 -1%
CIAS
1546
Capital Investment Advisory Services
North Carolina
$1.41M -$288K -3,671 -15%
BOS
1547
Bingham Osborn & Scarborough
California
$1.4M -$216K -2,759 -12%
MCM
1548
Mengis Capital Management
Oregon
$1.4M -$9.81K -125 -0.6%
AAM
1549
Autus Asset Management
Arizona
$1.4M -$234K -2,983 -13%
FF
1550
Fluent Financial
Texas
$1.4M -$271K -3,451 -14%

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.