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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
PIM
1926
Profit Investment Management
Maryland
$705K
HRC
1927
Hoertkorn Richard Charles
$703K -$31.4K -400 -4%
LWM
1928
Lyell Wealth Management
California
$701K -$11.8K -150 -1%
DI
1929
DAGCO Inc
Ohio
$701K +$807K +10,285 New
FBA
1930
Front Barnett Associates
Illinois
$700K
FC
1931
Ferris Capital
Massachusetts
$699K +$83.2K +1,060 +12%
KIM
1932
Karpus Investment Management
New York
$698K
JF
1933
JSF Financial
California
$698K +$804K +10,242 New
B
1934
Bellecapital
Switzerland
$696K
EMG
1935
Ellington Management Group
Connecticut
$696K +$800K +10,200 New
SCM
1936
Salem Capital Management
Massachusetts
$695K -$45K -574 -5%
TCCM
1937
Timber Creek Capital Management
Massachusetts
$692K
TH
1938
Timber Hill
Connecticut
$691K +$369K +4,705 +87%
PIA
1939
Peachtree Investment Advisors
Georgia
$688K +$54.5K +695 +7%
ECM
1940
Elgethun Capital Management
South Dakota
$687K -$459K -5,852 -37%
EDRIA
1941
Edmonds Duncan Registered Investment Advisors
Kansas
$687K -$52.2K -665 -6%
WIA
1942
Westbourne Investment Advisors
Maryland
$687K -$29.4K -375 -4%
HAC
1943
Harbor Advisory Corp
New Hampshire
$687K -$23.5K -300 -3%
AFIA
1944
America First Investment Advisors
Nebraska
$687K
FNBSF
1945
First National Bank Sioux Falls
South Dakota
$686K +$41.4K +528 +6%
VAG
1946
VisionPoint Advisory Group
Texas
$685K +$788K +10,045 New
FIG
1947
FundX Investment Group
California
$679K
BCA
1948
Berman Capital Advisors
Georgia
$677K -$341K -4,342 -30%
BI
1949
Ballast Inc
Kentucky
$674K -$124K -1,577 -14%
AWM
1950
AllSquare Wealth Management
New York
$674K -$15.7K -200 -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.