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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
DWA
1826
Divergent Wealth Advisors
Utah
$848K
PAS
1827
Professional Advisory Services
Florida
$845K -$9.41K -120 -1%
GGI
1828
Godsey & Gibb Inc
Virginia
$843K -$191K -2,440 -16%
CF
1829
Corrigan Financial
Rhode Island
$842K -$2.82K -36 -0.3%
BWP
1830
BSW Wealth Partners
Colorado
$841K -$38.8K -495 -4%
PD
1831
Planning Directions
Pennsylvania
$841K -$11.3K -144 -1%
JHCP
1832
Jackson Hole Capital Partners
Oklahoma
$841K +$967K +12,330 New
PA
1833
Perennial Advisors
New York
$839K -$40.1K -511 -4%
BI
1834
Bredin Investment
Delaware
$839K
PCMC
1835
Private Capital Management (Colorado)
Colorado
$839K +$965K +12,300 New
AA
1836
Advisory Alpha
Michigan
$837K +$887K +11,302 New
PSG
1837
Planning Solutions Group
Maryland
$837K +$963K +12,274 New
GEA
1838
Glen Eagle Advisors
New Jersey
$835K -$85.9K -1,095 -8%
COI
1839
Capital One Investing
Virginia
$833K +$958K +12,215 New
WMA
1840
Wealth Management Associates
New Jersey
$831K +$956K +12,191 New
CCP
1841
Cardan Capital Partners
Colorado
$828K -$70.8K -903 -7%
PI
1842
Pathlight Investors
Arizona
$827K +$896K +11,420 New
HCA
1843
Heck Capital Advisors
Wisconsin
$827K
MWPCG
1844
Measured Wealth Private Client Group
New Hampshire
$824K -$25.3K -322 -3%
BONST
1845
Bank of Nova Scotia Trust
Ontario, Canada
$823K -$9.02K -115 -0.9%
RWA
1846
River Wealth Advisors
Pennsylvania
$819K -$168K -2,142 -15%
BWA
1847
Burt Wealth Advisors
Maryland
$819K +$46.8K +596 +5%
NCM
1848
Noesis Capital Mangement
Florida
$818K -$35.3K -450 -4%
GLI
1849
Guardian Life Insurance
New York
$818K +$1.73K +22 +0.2%
O
1850
Ossiam
France
$818K +$941K +12,000 New

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.