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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
SFA
1951
Stewardship Financial Advisors
Georgia
$672K -$50.8K -648 -6%
PAMG
1952
Patton Albertson Miller Group
Tennessee
$671K -$197K -2,507 -22%
NP
1953
NorthRock Partners
Minnesota
$671K +$773K +9,854 New
MIM
1954
Miller Investment Management
Pennsylvania
$669K
SFP
1955
Shepherd Financial Partners
Massachusetts
$669K +$5.02K +64 +0.7%
GWM
1956
GSB Wealth Management
Connecticut
$668K -$737K -9,390 -49%
CWA
1957
Cypress Wealth Advisors
California
$668K -$28.5K -363 -4%
BCIM
1958
Bishop & Co Investment Management
Pennsylvania
$667K
BMM
1959
Berkshire Money Management
Massachusetts
$667K +$31.9K +407 +4%
JIP
1960
Jaffetilchin Investment Partners
Florida
$665K +$9.41K +120 +1%
TIA
1961
Tandem Investment Advisors
South Carolina
$665K +$18.8K +240 +3%
KWILP
1962
Kiwi Wealth Investments Limited Partnership
New Zealand
$664K +$11.5K +146 +2%
GHAM
1963
Gilman Hill Asset Management
Connecticut
$664K +$23.7K +302 +3%
ABP
1964
Arthur B. Page
$663K -$202K -2,580 -21%
BFG
1965
Barber Financial Group
Kansas
$660K -$114K -1,449 -13%
OSNBOA
1966
Old Second National Bank of Aurora
Illinois
$660K
LMIM
1967
Lockheed Martin Investment Management
Maryland
$658K -$1.01M -12,850 -57%
GAG
1968
GM Advisory Group
New York
$658K -$252K -3,212 -25%
AIC
1969
Aurora Investment Counsel
Georgia
$658K +$757K +9,650 New
MFW
1970
Mosaic Family Wealth
Missouri
$656K +$56.6K +721 +8%
CPO
1971
Cerity Partners OCIO
New York
$655K -$123K -1,565 -14%
ZF
1972
Zhang Financial
Michigan
$655K +$10.4K +133 +1%
AMG
1973
Advisors Management Group
Wisconsin
$652K +$5.41K +69 +0.7%
AWP
1974
Ascent Wealth Partners
New York
$651K -$74.7K -952 -9%
MFS
1975
McNamara Financial Services
Massachusetts
$651K

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.