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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
KCM
1976
Kendall Capital Management
Maryland
$648K -$68.3K -870 -8%
CWM
1977
Centric Wealth Management
Illinois
$648K +$746K +9,510 New
DLG
1978
Daniel L. Goodwin
$647K
WIA
1979
World Investment Advisors
California
$643K +$677K +8,633 New
CFA
1980
Cahill Financial Advisors
Minnesota
$642K +$84.3K +1,074 +13%
MWP
1981
Moller Wealth Partners
$639K +$239K +3,040 +52%
RCM
1982
RNC Capital Management
California
$638K -$97.3K -1,240 -12%
CGL
1983
Clarius Group LLC
Washington
$637K +$199K +2,541 +37%
TAIM
1984
TD Ameritrade Investment Management
Nebraska
$637K +$232K +2,955 +46%
PG
1985
Proffitt & Goodson
Tennessee
$636K -$18.3K -233 -2%
NIM
1986
Nexus Investment Management
Ontario, Canada
$636K
RAM
1987
Roanoke Asset Management
New Jersey
$636K
WMC
1988
Westwood Management Corporation
Illinois
$635K
WG
1989
Winton Group
United Kingdom
$635K +$51.2K +653 +8%
SBA
1990
Secrest Blakey & Associates
North Carolina
$635K +$89.4K +1,139 +14%
EWM
1991
Executive Wealth Management
Michigan
$635K +$731K +9,314 New
WF
1992
WoodTrust Financial
Wisconsin
$634K -$2.07M -26,349 -74%
APC
1993
Aspire Private Capital
North Carolina
$633K +$728K +9,282 New
SSA
1994
South Street Advisors
New York
$631K
ACM
1995
Adalta Capital Management
New York
$630K -$78.5K -1,000 -10%
PCTC
1996
Perkins Coie Trust Company
Washington
$629K
IRC
1997
Investors Research Corp
Georgia
$627K
FAN
1998
Financial Advisors Network
California
$626K +$720K +9,176 New
LCAM
1999
London & Capital Asset Management
United Kingdom
$623K +$717K +9,134 New
CHA
2000
Cedar Hill Associates
Illinois
$620K -$412K -5,245 -37%

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.