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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
EIP
2001
Ellis Investment Partners
Pennsylvania
$620K +$699K +8,905 New
RBCM
2002
Raub Brock Capital Management
California
$617K
PCM
2003
Perritt Capital Management
Illinois
$614K -$7.85K -100 -1%
WA
2004
Waverly Advisors
Alabama
$613K -$1.24M -15,838 -64%
MM
2005
Meridian Management
Arkansas
$613K
PPW
2006
Pasadena Private Wealth
California
$613K +$705K +8,984 New
IC
2007
Inscription Capital
Texas
$613K +$705K +8,990 New
TFO
2008
Tarbox Family Office
California
$612K -$5.18K -66 -0.7%
SMFS
2009
Squar Milner Financial Services
California
$609K +$84.7K +1,080 +14%
WC
2010
Whitney & Co
New York
$607K -$142K -1,805 -18%
AFP
2011
Ausdal Financial Partners
Iowa
$603K -$617K -7,868 -47%
CM
2012
Columbus Macro
Pennsylvania
$603K +$694K +8,842 New
LK
2013
Lumbard & Kellner
New Hampshire
$600K
AI
2014
ArchPoint Investors
Florida
$599K -$216K -2,750 -24%
PFM
2015
Probabilities Fund Management
New York
$599K +$15.7K +200 +2%
TCM
2016
Teza Capital Management
Illinois
$599K +$689K +8,787 New
BCI
2017
Brinker Capital Investments
Pennsylvania
$598K +$18.7K +238 +3%
IA
2018
Independence Advisors
Pennsylvania
$597K -$21.5K -274 -3%
WPA
2019
West Paces Advisors
Georgia
$596K -$6.9K -88 -1%
WA
2020
Wealthstar Advisors
Texas
$596K +$628 +8 +0.1%
ZAM
2021
Zevin Asset Management
Massachusetts
$596K +$11.1K +141 +2%
CA
2022
Cambridge Advisors
Nebraska
$596K +$24.6K +313 +4%
BFPW
2023
BOK Financial Private Wealth
Colorado
$595K -$367K -4,683 -35%
CFSG
2024
Community Financial Services Group
Vermont
$591K -$363K -4,623 -35%
SDAM
2025
Shulman DeMeo Asset Management
New York
$591K +$679K +8,660 New

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.