We are live on ! Find out more
XOM icon

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
KLWA
1676
Kelly Lawrence W & Associates
California
$1.12M -$491K -6,264 -28%
CW
1677
Cobiz Wealth
Colorado
$1.12M -$127K -1,619 -9%
BBA
1678
Braun-Bostich & Associates
Pennsylvania
$1.12M +$87.4K +1,114 +7%
CSM
1679
CAMG Solamere Management
North Carolina
$1.12M -$100K -1,277 -7%
MKC
1680
M. Kraus & Co
Vermont
$1.12M -$10.5K -134 -0.8%
KWM
1681
Kingsview Wealth Management
Oregon
$1.11M +$56.3K +717 +5%
CF
1682
CNA Financial
Illinois
$1.11M
CIA
1683
Cascade Investment Advisors
Oregon
$1.1M +$17.7K +225 +1%
FA
1684
Fagan Associates
New York
$1.1M -$93.7K -1,194 -7%
AFS
1685
Access Financial Services
Minnesota
$1.1M -$376K -4,788 -23%
RHBC
1686
R.H. Bluestein & Co
Michigan
$1.09M -$196K -2,500 -13%
RIG
1687
Roosevelt Investment Group
New York
$1.09M +$22.4K +286 +2%
FPFS
1688
First Personal Financial Services
North Carolina
$1.09M +$233K +2,967 +23%
DW
1689
Domani Wealth
Pennsylvania
$1.09M -$19.1K -244 -2%
WWM
1690
Western Wealth Management
Colorado
$1.09M +$1.25M +15,952 New
HHGA
1691
Halbert Hargrove Global Advisors
California
$1.08M +$470K +5,990 +60%
MPM
1692
Meritage Portfolio Management
Kansas
$1.08M +$86.9K +1,107 +7%
SP
1693
Successful Portfolios
Florida
$1.08M -$95.1K -1,212 -7%
GS
1694
Gagnon Securities
New York
$1.08M +$37.1K +473 +3%
CAM
1695
Costello Asset Management
Pennsylvania
$1.08M +$1.24M +15,774 New
VNIM
1696
Vaughan Nelson Investment Management
Texas
$1.07M
UC
1697
Unio Capital
New Jersey
$1.07M -$15.7K -200 -1%
HCC
1698
Hirtle Callaghan & Co
Pennsylvania
$1.07M
IDBONY
1699
Israel Discount Bank of New York
New York
$1.07M -$42K -535 -3%
TL
1700
TrueWealth LLC
Georgia
$1.07M +$106K +1,346 +9%

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.