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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
LIA
1726
LBMC Investment Advisors
Tennessee
$1.02M +$123K +1,570 +12%
PAG
1727
Pinnacle Advisory Group
Maryland
$1.02M +$78 +1 +0%
FC
1728
Financial Consulate
Maryland
$1.02M +$1.57K +20 +0.1%
LBD
1729
Landsberg Bennett & Dubbaneh
Florida
$1.01M +$1.17M +14,860 New
WBC
1730
West Branch Capital
Massachusetts
$1.01M +$84.7K +1,080 +8%
FC
1731
Fayerweather Charles
$1.01M -$149K -1,893 -11%
AIA
1732
AIMZ Investment Advisors
California
$1M -$4.08K -52 -0.4%
BHTS
1733
Bar Harbor Trust Services
Maine
$1M -$8.08K -103 -0.7%
ONST
1734
Old North State Trust
North Carolina
$1M -$61K -777 -5%
FFG
1735
Ford Financial Group
California
$999K +$1.15M +14,651 New
RWA
1736
RGT Wealth Advisors
Texas
$998K +$98K +1,249 +9%
AIM
1737
Arcadia Investment Management
Michigan
$996K +$594K +7,570 +107%
BWP
1738
Bernardo Wealth Planning
Pennsylvania
$994K +$1.14M +14,576 New
BPWA
1739
Beacon Pointe Wealth Advisors
California
$993K +$1.14M +14,543 New
ECM
1740
ExodusPoint Capital Management
New York
$992K +$1.14M +14,549 New
LAIC
1741
Lederer & Associates Investment Counsel
California
$990K -$700K -8,925 -38%
SC
1742
Slow Capital
California
$990K +$21.7K +276 +2%
EWM
1743
Elmwood Wealth Management
California
$989K -$61.4K -783 -5%
CBFP
1744
Cedar Brook Financial Partners
Ohio
$988K +$1.14M +14,490 New
CHA
1745
Carmichael Hill & Associates
Maryland
$985K -$69.5K -886 -6%
NFG
1746
Nadler Financial Group
Illinois
$981K +$20.2K +258 +2%
DWM
1747
Dorchester Wealth Management
Quebec, Canada
$980K
PP
1748
PagnatoKarp Partners
Virginia
$979K -$200K -2,551 -15%
SFG
1749
Sather Financial Group
Texas
$979K -$9.02K -115 -0.8%
SCA
1750
STALEY CAPITAL ADVISERS
Pennsylvania
$978K -$21.6K -275 -2%

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.