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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
LA
1576
Lau Associates
Delaware
$1.31M
FCA
1577
FinTrust Capital Advisors
South Carolina
$1.31M +$1.51M +19,232 New
CCA
1578
Conestoga Capital Advisors
Pennsylvania
$1.31M -$7.85K -100 -0.5%
AIA
1579
Armor Investment Advisors
North Carolina
$1.3M -$11.5K -147 -0.8%
WC
1580
Weil Company
California
$1.3M -$43.5K -555 -3%
OKSA
1581
O'Keefe Stevens Advisory
New York
$1.3M -$22.4K -285 -1%
UBG
1582
United Bank (Georgia)
Georgia
$1.3M +$16.1K +205 +1%
CCG
1583
Chatham Capital Group
Georgia
$1.3M +$20.9K +267 +1%
KPW
1584
Kore Private Wealth
New York
$1.3M +$1.49M +19,047 New
HCM
1585
Hudson Capital Management
New Jersey
$1.3M +$308K +3,922 +26%
WCM
1586
Weik Capital Management
Pennsylvania
$1.3M +$20.8K +265 +1%
NJBEST
1587
New Jersey Better Educational Savings Trust
New Jersey
$1.3M -$78.5K -1,000 -5%
S
1588
Seeyond
France
$1.3M +$1.49M +19,010 New
SFA
1589
Semmax Financial Advisors
North Carolina
$1.29M +$1.49M +18,957 New
IAS
1590
IMA Advisory Services
Colorado
$1.29M -$55.5K -707 -4%
GF
1591
Goodman Financial
Texas
$1.29M -$21.6K -275 -1%
PA
1592
PFG Advisors
Arizona
$1.29M +$977K +12,457 +271%
DRD
1593
Dennis R. Delaney
$1.28M -$498K -6,352 -25%
GIM
1594
Greenwich Investment Management
Connecticut
$1.28M
CP
1595
Camelot Portfolios
Ohio
$1.28M +$199K +2,539 +16%
JDR
1596
Jay D. Rosenbaum
$1.28M -$5.1K -65 -0.3%
CWM
1597
Chesapeake Wealth Management
Virginia
$1.28M -$254K -3,236 -15%
OAM
1598
Oak Asset Management
California
$1.27M -$96K -1,224 -6%
PCM
1599
Penserra Capital Management
California
$1.27M -$120K -1,535 -8%
BWM
1600
BT Wealth Management
Georgia
$1.27M +$1.31M +16,703 New

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.