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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
HCM
2026
Hilton Capital Management
New York
$588K +$12.9K +164 +2%
MAA
2027
Mraz Amerine & Associates
California
$588K +$118K +1,500 +21%
RCM
2028
RB Capital Management
Nevada
$587K +$67.4K +859 +11%
SDWIA
2029
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$582K +$669K +8,533 New
PFA
2030
Pettinga Financial Advisors
Indiana
$581K +$668K +8,520 New
HPWM
2031
Highland Private Wealth Management
Washington
$580K -$41.3K -526 -6%
QIM
2032
Quest Investment Management
Oregon
$580K
TCM
2033
Tributary Capital Management
Nebraska
$580K
CCMW
2034
Cypress Capital Management (Wyoming)
Wyoming
$579K +$108K +1,372 +19%
CCM
2035
Carlson Capital Management
Minnesota
$578K +$28.1K +358 +4%
JLBC
2036
J.L. Bainbridge & Co
Florida
$577K
CYG
2037
Clean Yield Group
Vermont
$576K +$181K +2,304 +37%
WI
2038
Wintrust Investments
Illinois
$575K -$90.7K -1,156 -12%
PA
2039
Parkside Advisors
California
$574K -$91.2K -1,163 -12%
AAS
2040
Annex Advisory Services
Wisconsin
$573K -$21.7K -276 -3%
AAP
2041
Arax Advisory Partners
Colorado
$573K +$204K +2,601 +45%
SSA
2042
Schonfeld Strategic Advisors
New York
$573K +$659K +8,397 New
HC
2043
HNP Capital
New York
$573K +$659K +8,400 New
PWS
2044
Paragon Wealth Strategies
Florida
$572K +$16.7K +213 +3%
GAM
2045
Garrison Asset Management
Arkansas
$565K -$48.8K -622 -7%
BO
2046
BRR OpCo
Ohio
$563K -$34K -434 -5%
GCP
2047
GSA Capital Partners
United Kingdom
$562K +$397K +5,056 +159%
NICM
2048
Neo Ivy Capital Management
New York
$562K +$647K +8,246 New
KP
2049
Keel Point
Alabama
$561K -$12.5K -159 -2%
WFWM
2050
Wechter Feldman Wealth Management
New Jersey
$559K -$39.3K -501 -6%

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.