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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
LB
2076
Legacy Bridge
Iowa
$528K +$608K +7,746 New
SCM
2077
Stordahl Capital Management
Colorado
$525K +$6.59K +84 +1%
CI
2078
Capital Innovations
Wisconsin
$524K -$395K -5,040 -40%
DK
2079
Darrell & King
Virginia
$524K -$85.8K -1,093 -12%
CMI
2080
Clare Market Investments
Texas
$521K +$600K +7,643 New
NED
2081
Nancy E. Dempze
$521K -$190K -2,423 -24%
HI
2082
Hendershot Investments
Virginia
$520K -$25.3K -322 -4%
LYV
2083
Live Your Vision
Pennsylvania
$520K -$18.4K -235 -3%
FFW
2084
Fusion Family Wealth
New York
$519K -$14.4K -184 -2%
RPA
2085
Rock Point Advisors
Vermont
$516K +$4.24K +54 +0.7%
CWM
2086
Circle Wealth Management
New Jersey
$514K -$233K -2,974 -28%
ACM
2087
AlphaStar Capital Management
North Carolina
$510K +$195K +2,482 +50%
CBT
2088
Central Bank & Trust
Kentucky
$509K -$42.2K -538 -7%
SIM
2089
Sadoff Investment Management
Wisconsin
$509K -$39.2K -500 -6%
IWA
2090
Intercontinental Wealth Advisors
Texas
$509K +$23.5K +299 +4%
DIM
2091
DC Investments Management
Virginia
$507K +$54.8K +698 +10%
SA
2092
Strategic Advisors
New York
$504K +$5.26K +67 +0.9%
GWCM
2093
Godshalk Welsh Capital Management
Pennsylvania
$503K +$3.92K +50 +0.7%
HCM
2094
Heathbridge Capital Management
Ontario, Canada
$501K +$98.1K +1,250 +20%
MVA
2095
Mount Vernon Associates
Maryland
$499K
AIC
2096
Archer Investment Corporation
Indiana
$499K +$574K +7,320 New
AWM
2097
Affinity Wealth Management
Delaware
$497K +$571K +7,283 New
DIM
2098
Delta Investment Management
California
$497K +$573K +7,303 New
RIS
2099
Retirement Income Solutions
Michigan
$495K -$50.1K -639 -8%
ACM
2100
Argent Capital Management
Missouri
$493K

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.