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
RHJA
1851
Rice Hall James & Associates
California
$816K +$34K +433 +4%
UA
1852
Unison Advisors
District of Columbia
$815K +$8.79K +112 +0.9%
FCA
1853
FLC Capital Advisors
California
$815K +$938K +11,953 New
TC
1854
Trust Company
Kansas
$814K -$19.7K -251 -2%
ACP
1855
Arcus Capital Partners
Georgia
$811K -$105K -1,334 -10%
TFF
1856
The Family Firm
Maryland
$809K +$1.25K +16 +0.1%
MC
1857
Miles Capital
Iowa
$808K -$155K -1,981 -14%
WAG
1858
Winthrop Advisory Group
Massachusetts
$804K -$5.73K -73 -0.6%
FFG
1859
Frisch Financial Group
New York
$804K +$925K +11,793 New
PO
1860
Private Ocean
California
$802K +$190K +2,424 +26%
WIM
1861
Westside Investment Management
California
$802K +$4.71K +60 +0.5%
SCM
1862
SOL Capital Management
Maryland
$801K +$3.92K +50 +0.4%
IIM
1863
Ironwood Investment Management
Massachusetts
$799K +$2.75K +35 +0.3%
AFM
1864
Abbot Financial Management
Massachusetts
$798K -$350K -4,465 -28%
EA
1865
Evanston Advisors
Illinois
$794K -$19.4K -247 -2%
WIS
1866
Wright Investors Service
Connecticut
$794K +$913K +11,635 New
MC
1867
Machina Capital
France
$794K +$914K +11,644 New
WCAMG
1868
Woodard & Company Asset Management Group
North Carolina
$793K -$141K -1,793 -13%
AOWM
1869
Alpha Omega Wealth Management
Virginia
$792K -$119K -1,521 -12%
NCM
1870
Northstar Capital Management
New York
$792K
HC
1871
Hendley & Co
Ohio
$789K +$5.88K +75 +0.7%
CWM
1872
Connecticut Wealth Management
Connecticut
$788K -$15.9K -203 -2%
HIM
1873
Hotaling Investment Management
Pennsylvania
$787K +$906K +11,544 New
CSA
1874
Cottage Street Advisors
Massachusetts
$786K -$78.5K -1,000 -8%
RIM
1875
Regent Investment Management
Kentucky
$785K

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.