We are live on ! Find out more
XOM icon

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
IWA
2151
Inspirion Wealth Advisors
Illinois
$430K -$79.9K -1,018 -14%
KIA
2152
Kopp Investment Advisors
Minnesota
$430K -$1.33K -17 -0.3%
FSCM
2153
Front Street Capital Management
Montana
$428K +$78 +1 +0%
WGCA
2154
Wolf Group Capital Advisors
Virginia
$426K
PWM
2155
Paulson Wealth Management
Illinois
$426K +$82.7K +1,054 +22%
MWM
2156
Marietta Wealth Management
Georgia
$425K -$14.4K -183 -3%
CWM
2157
Cordatus Wealth Management
Pennsylvania
$424K +$487K +6,212 New
SC
2158
Saturna Capital
Washington
$423K
RW
2159
REDW Wealth
New Mexico
$421K -$28.9K -368 -6%
TCM
2160
TD Capital Management
Tennessee
$421K -$23.8K -303 -5%
ADBIC
2161
A.D. Beadell Investment Counsel
Wisconsin
$419K
CM
2162
CoreCommodity Management
Connecticut
$418K -$127K -1,625 -21%
SAM
2163
Seelaus Asset Management
New Jersey
$418K -$17.7K -225 -4%
AGA
2164
Accuvest Global Advisors
Utah
$418K
HPC
2165
HM Payson & Co
Maine
$417K -$51.9M -661,169 -99%
RPAM
2166
Rhenman & Partners Asset Management
Sweden
$417K
B
2167
Brightworth
Georgia
$414K -$30K -382 -6%
WCM
2168
Wealthcare Capital Management
Virginia
$414K -$13.1K -167 -3%
PA
2169
Probity Advisors
Texas
$414K -$11.5K -147 -2%
QAM
2170
Questar Asset Management
Minnesota
$414K +$476K +6,069 New
CCM
2171
Compass Capital Management
Minnesota
$412K -$294K -3,745 -38%
SWM
2172
Sequoia Wealth Management
Illinois
$412K +$475K +6,048 New
VCM
2173
Virtue Capital Management
Tennessee
$411K -$2.66M -33,878 -85%
CAL
2174
Capital Analysts LLC
Pennsylvania
$410K -$5.88K -75 -1%
LB
2175
Landmark Bank
Missouri
$409K -$560K -7,135 -54%

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.