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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
PAM
1751
Peak Asset Management
Colorado
$974K +$44.3K +565 +4%
JCM
1752
Jacobi Capital Management
Pennsylvania
$972K -$211K -2,694 -16%
CL
1753
CPWM LLC
Washington
$970K -$48.4K -617 -4%
MMHP
1754
Murphy Middleton Hinkle & Parker
Georgia
$970K +$75.4K +961 +7%
F
1755
F3Logic
Minnesota
$967K +$812K +10,344 +269%
ACA
1756
Anchor Capital Advisors
Massachusetts
$963K +$2.9K +37 +0.3%
LWM
1757
Lyons Wealth Management
Florida
$961K
TF
1758
TimeScale Financial
Massachusetts
$961K +$1.11M +14,093 New
SNBOSD
1759
Security National Bank of So Dak
Iowa
$956K -$144K -1,835 -12%
DTL
1760
Dynamic Technology Lab
Singapore
$956K +$1.1M +14,007 New
LIM
1761
Loudon Investment Management
New Hampshire
$955K -$26.1K -333 -2%
ANB
1762
Amarillo National Bank
Texas
$954K
BPA
1763
Beacon Pointe Advisors
California
$953K +$1.09M +13,948 New
AAM
1764
Auxier Asset Management
Oregon
$951K +$7.85K +100 +0.7%
EARNEST Partners
1765
EARNEST Partners
Georgia
$950K -$11.6K -148 -1%
OFS
1766
Orrstown Financial Services
Pennsylvania
$949K -$474K -6,045 -30%
GC
1767
Garde Capital
Washington
$948K -$130K -1,651 -11%
FNBOH
1768
First National Bank of Hutchinson
Kansas
$948K +$12.7K +162 +1%
BCM
1769
Beck Capital Management
Texas
$947K
FBFS
1770
First Business Financial Services
Wisconsin
$947K +$373K +4,760 +52%
IP
1771
Investment Partners
Ohio
$943K +$1.73K +22 +0.2%
SSWM
1772
Sheets Smith Wealth Management
North Carolina
$939K -$145K -1,844 -12%
FFA
1773
Fragasso Financial Advisors
Pennsylvania
$934K -$1.27M -16,215 -54%
SG
1774
Somerset Group
Minnesota
$930K -$158K -2,018 -13%
PC
1775
Palo Capital
California
$928K -$378K -4,819 -26%

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.