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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
TF
2176
Trek Financial
Arizona
$409K +$470K +5,995 New
JAFL
2177
Jay A. Fishman Ltd
Michigan
$409K +$65.5K +835 +16%
BCM
2178
Brasada Capital Management
Texas
$408K -$32.9K -419 -7%
PFO
2179
Pathstone Family Office
New Jersey
$408K -$1.57K -20 -0.3%
BHWM
2180
Bay Harbor Wealth Management
Maryland
$408K +$469K +5,984 New
RTS
2181
Round Table Services
New Jersey
$407K -$434K -5,530 -48%
NCM
2182
New Capital Management
Texas
$407K -$23.1K -294 -5%
EWF
2183
Epstein & White Financial
California
$407K +$3.69K +47 +0.8%
ACP
2184
Aveo Capital Partners
Colorado
$406K -$32K -408 -6%
CGA
2185
Crescent Grove Advisors
Illinois
$405K -$195K -2,491 -30%
NBG
2186
Nancy B. Gardiner
$403K -$36.1K -460 -7%
LC
2187
Landaas & Company
Wisconsin
$403K +$25.7K +328 +6%
MWC
2188
MBM Wealth Consultants
Missouri
$402K +$463K +5,899 New
PFC
2189
Phocas Financial Corp
California
$400K -$25.1K -320 -5%
CHA
2190
Cooper/Haims Advisors
New York
$400K -$628 -8 -0.1%
WA
2191
WESPAC Advisors
California
$400K +$157 +2 +0%
RCS
2192
Retirement Capital Strategies
California
$398K -$6.04K -77 -1%
NIMC
2193
NWQ Investment Management Company
California
$398K
LFG
2194
LifePlan Financial Group
Ohio
$397K +$1.18K +15 +0.3%
RBFC
2195
Roman Butler Fullerton & Co
Missouri
$396K +$431K +5,490 New
KFP
2196
KMG Fiduciary Partners
Ohio
$396K +$456K +5,807 New
KPCM
2197
Kings Point Capital Management
New York
$395K +$47.5K +606 +12%
CRM
2198
Cramer Rosenthal McGlynn
Connecticut
$392K
LFA
2199
Landmark Financial Advisors
Kentucky
$392K +$549 +7 +0.1%
MHI
2200
Miller Howard Investments
New York
$390K -$138K -1,759 -24%

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.