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
FRM
1801
Fox Run Management
Connecticut
$894K +$642K +8,179 +166%
CA
1802
Crewe Advisors
Utah
$893K -$22K -280 -2%
MFP
1803
Meridian Financial Partners
Virginia
$890K +$1.02M +13,047 New
SDJVC
1804
St. Denis J. Villere & Co
Louisiana
$889K -$11.1K -142 -1%
AF
1805
Affiance Financial
Minnesota
$889K
SIG
1806
Sargent Investment Group
Maryland
$889K +$1.02M +13,041 New
BOS
1807
Bank of Stockton
California
$887K +$65.8K +839 +7%
MFP
1808
Michael F. Price
$886K
WPIC
1809
White Pine Investment Company
Michigan
$886K
AAM
1810
Azzad Asset Management
Virginia
$881K -$142K -1,812 -12%
IAMOG
1811
Investors Asset Management of Georgia
Georgia
$880K -$11.8K -150 -1%
OC
1812
Oarsman Capital
Wisconsin
$877K -$13K -166 -1%
REMPR
1813
Roof Eidam Maycock Peralta (REMP)
California
$877K
FCFC
1814
First Commonwealth Financial Corp
Pennsylvania
$874K
MCG
1815
McCollum Christoferson Group
New York
$872K -$19.6K -250 -2%
WDL
1816
Well Done LLC
Michigan
$871K -$46.2K -589 -4%
CC
1817
Claybrook Capital
Massachusetts
$871K +$959K +12,222 +2,222%
PP
1818
Pegasus Partners
Wisconsin
$864K -$842K -10,729 -46%
SKK
1819
Shepherd Kaplan Krochuk
Massachusetts
$855K -$6.2K -79 -0.6%
LOAMS
1820
Lombard Odier Asset Management (Switzerland)
Switzerland
$855K
HCIA
1821
Hochman Cole Investment Advisors
Illinois
$855K +$29.6K +377 +3%
GP
1822
Geneva Partners
Wisconsin
$852K +$981K +12,498 New
KC
1823
Kingfisher Capital
North Carolina
$851K +$10.5K +134 +1%
QI
1824
Qtron Investments
Massachusetts
$850K +$978K +12,469 New
EWM
1825
Edge Wealth Management
New York
$848K -$167K -2,129 -15%

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.