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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
ICOM
2126
Investment Counselors of Maryland
Maryland
$461K
SCI
2127
Stableford Capital II
Arizona
$458K -$57.4K -731 -10%
CCM
2128
Cox Capital Management
Massachusetts
$457K +$266K +3,389 +113%
HFA
2129
Huber Financial Advisors
Illinois
$455K +$5.1K +65 +1%
PHK
2130
Point72 Hong Kong
Hong Kong
$454K -$122K -1,557 -19%
SEIA
2131
Signature Estate & Investment Advisors
California
$452K +$27.7K +353 +6%
WA
2132
Wambolt & Associates
Colorado
$451K +$519K +6,616 New
I2I
2133
Insight 2811 Inc
Illinois
$448K +$515K +6,568 New
ACM
2134
Ativo Capital Management
Illinois
$446K -$15.7K -200 -3%
BCM
2135
Brookmont Capital Management
Texas
$445K -$34.5K -440 -6%
AWA
2136
AmeriServ Wealth Advisors
Pennsylvania
$444K +$64.7K +825 +15%
EGWAG
2137
Elwood & Goetz Wealth Advisory Group
Georgia
$442K +$508K +6,479 New
KFA
2138
Kelleher Financial Advisors
New York
$441K
CW
2139
CreativeOne Wealth
Kansas
$441K +$71.8K +915 +16%
SIM
2140
SSI Investment Management
California
$440K -$14.8K -189 -3%
DPI
2141
Diversified Portfolios Inc
Michigan
$439K +$49.9K +636 +11%
EBSAM
2142
Eubel Brady & Suttman Asset Management
Ohio
$438K +$785 +10 +0.2%
KTA
2143
Keeley-Teton Advisors
Illinois
$437K -$1.96K -25 -0.4%
LHC
2144
Little House Capital
Massachusetts
$437K +$503K +6,408 New
OIWM
2145
OptiFour Integrated Wealth Management
Virginia
$435K -$9.02K -115 -2%
TCM
2146
Traynor Capital Management
Pennsylvania
$434K -$17K -217 -3%
DSAM
2147
Dock Street Asset Management
Florida
$434K
DC
2148
DeDora Capital
California
$433K +$20.7K +264 +4%
APW
2149
Acima Private Wealth
Virginia
$433K +$498K +6,351 New
Boston Partners
2150
Boston Partners
Massachusetts
$433K +$499K +6,356 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.