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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
SJIM
1601
St. Johns Investment Management
Florida
$1.27M -$95K -1,211 -6%
FPCP
1602
Fort Point Capital Partners
California
$1.27M -$240K -3,054 -14%
AEPG
1603
American Economic Planning Group
New Jersey
$1.27M -$59.6K -760 -4%
BDWM
1604
Brewin Dolphin Wealth Management
Ireland
$1.27M +$99.6K +1,270 +7%
SWP
1605
Strategic Wealth Partners
Ohio
$1.27M -$10.3K -131 -0.7%
DR
1606
Davis Rea
Ontario, Canada
$1.26M -$137K -1,745 -9%
Barrow, Hanley, Mewhinney & Strauss
1607
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.26M +$151K +1,924 +12%
MCP
1608
Martin Capital Partners
Oregon
$1.26M +$36.4K +464 +3%
LC
1609
Lincoln Capital
Nebraska
$1.26M +$157 +2 +0%
BWAM
1610
Boyd Watterson Asset Management
Ohio
$1.26M -$85.4K -1,088 -6%
MFG
1611
Magnus Financial Group
New York
$1.25M +$1.44M +18,395 New
DWM
1612
Dakota Wealth Management
Florida
$1.25M +$126K +1,606 +11%
CPA
1613
Capital Planning Advisors
California
$1.25M -$52.3K -666 -3%
CA
1614
Capital Advantage
California
$1.25M -$54.8K -699 -4%
JFA
1615
JNBA Financial Advisors
Minnesota
$1.25M +$405K +5,164 +39%
CC
1616
Cornerstone Capital
California
$1.25M -$1.54M -19,571 -52%
LA
1617
Legacy Advisors
Pennsylvania
$1.24M +$38.4K +490 +3%
HFA
1618
High Falls Advisors
New York
$1.24M +$81.4K +1,037 +6%
WOC
1619
West Oak Capital
California
$1.24M -$392K -4,998 -22%
FPCM
1620
Financial Partners Capital Management
New York
$1.24M -$15.3K -195 -1%
WBG
1621
Wharton Business Group
Pennsylvania
$1.24M
EGA
1622
E&G Advisors
Texas
$1.23M +$227K +2,893 +19%
SXL
1623
Summit X LLC
Missouri
$1.23M +$103K +1,312 +8%
LCOV
1624
London Company of Virginia
Virginia
$1.23M -$78.5K -1,000 -5%
VIA
1625
Vident Investment Advisory
Georgia
$1.23M +$666K +8,494 +89%

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.