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
CI
1901
CAZ Investments
Texas
$741K
ATFA
1902
All Terrain Financial Advisors
Minnesota
$738K -$272K -3,471 -24%
SAM
1903
Shamrock Asset Management
Texas
$738K -$15.4K -196 -2%
LDFR
1904
Lehman & Derafelo Financial Resources
Pennsylvania
$737K +$848K +10,806 New
BA
1905
Birinyi Associates
Connecticut
$736K -$39.2K -500 -4%
PB
1906
Pinnacle Bancorp
Nebraska
$734K +$844K +10,758 New
WIP
1907
Wellesley Investment Partners
Massachusetts
$733K -$6.2K -79 -0.7%
TI
1908
Telemetry Investments
New York
$733K +$844K +10,755 New
MAM
1909
Mastrapasqua Asset Management
Tennessee
$732K +$142K +1,812 +20%
ADL
1910
Asset Dedication LLC
California
$731K -$171K -2,178 -17%
SHA
1911
Seneca House Advisors
Virginia
$725K +$70.8K +903 +9%
OPA
1912
Old Port Advisors
Maine
$724K +$790K +10,066 New
UF
1913
Univest Financial
Pennsylvania
$723K -$47.2K -602 -5%
SAMC
1914
Spectrum Asset Management (California)
California
$720K -$74.8K -953 -8%
EIA
1915
Eldridge Investment Advisors
New Hampshire
$719K +$828K +10,549 New
WAM
1916
Winslow Asset Management
Ohio
$718K
CCB
1917
Cutter & Co Brokerage
Missouri
$717K +$154K +1,960 +23%
AssetMark Inc
1918
AssetMark Inc
California
$716K -$78.1K -996 -9%
GSC
1919
G&S Capital
Colorado
$716K +$471K +6,002 +133%
DAM
1920
Doheny Asset Management
California
$714K -$381K -4,850 -32%
GTAM
1921
Global Trust Asset Management
Florida
$708K -$54.4K -693 -6%
DWM
1922
Darwin Wealth Management
Florida
$706K +$82.4K +1,050 +11%
NSG
1923
Nalls Sherbakoff Group
Tennessee
$706K +$812K +10,347 New
SWRP
1924
Summit Wealth & Retirement Planning
California
$706K +$813K +10,358 New
NIC
1925
Northwest Investment Counselors
Oregon
$705K -$14.9K -190 -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.