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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
WA
2051
Wheatland Advisors
Pennsylvania
$559K -$7.85K -100 -1%
PP
2052
Prospector Partners
Connecticut
$559K +$643K +8,200 New
PCMK
2053
Paragon Capital Management (Kansas)
Kansas
$556K -$23.5K -300 -4%
PAA
2054
Peregrine Asset Advisers
Oregon
$554K -$47.1K -600 -7%
SFI
2055
SPC Financial Inc
Maryland
$553K -$58.8K -750 -8%
WP
2056
WealthShield Partners
North Carolina
$553K +$65K +829 +11%
DOA
2057
D'Orazio & Associates
Virginia
$552K +$1.1K +14 +0.2%
HI
2058
HBK Investments
Texas
$552K +$635K +8,092 New
GIA
2059
Gargoyle Investment Advisor
New Jersey
$550K -$1.62M -20,627 -72%
NFG
2060
Nations Financial Group
Iowa
$549K -$68.7K -876 -10%
BWA
2061
BDO Wealth Advisors
Florida
$546K -$89.6K -1,142 -12%
TAM
2062
Troy Asset Management
United Kingdom
$546K
PAWC
2063
P.A.W. Capital
Connecticut
$546K +$39.2K +500 +7%
SIA
2064
Strategic Investment Advisors
Michigan
$546K +$628K +8,002 New
MAS
2065
Managed Account Services
Florida
$545K
UAS
2066
United Asset Strategies
New York
$545K +$45.7K +582 +8%
CPA
2067
Clear Perspective Advisors
Illinois
$540K -$45.5K -580 -7%
AI
2068
Accredited Investors
Minnesota
$539K -$60.4K -770 -9%
CAM
2069
Concorde Asset Management
Michigan
$536K -$25.6K -326 -4%
LG
2070
Leuthold Group
Minnesota
$534K -$56.8K -724 -8%
LG
2071
LaFleur & Godfrey
Michigan
$534K
SC
2072
Sawyer & Company
Massachusetts
$533K -$11.4K -145 -2%
WTFG
2073
Wells Trecaso Financial Group
Ohio
$533K +$9.26K +118 +2%
HFP
2074
Holistic Financial Partners
Indiana
$532K +$14.1K +180 +2%
QCIG
2075
Quad-Cities Investment Group
Iowa
$528K +$23.5K +300 +4%

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.