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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
SFSIG
2201
San Francisco Sentry Investment Group
California
$390K -$9.41K -120 -2%
MWM
2202
Mascoma Wealth Management
New Hampshire
$387K -$101K -1,290 -19%
CPA
2203
Cowen Prime Advisors
New York
$387K
EFL
2204
ERn Financial LLC
Wisconsin
$385K +$443K +5,651 New
QCM
2205
Quadrant Capital Management
New Jersey
$384K
GKIM
2206
GW&K Investment Management
Massachusetts
$383K -$18K -230 -4%
GWAG
2207
Garrett Wealth Advisory Group
Texas
$383K +$443K +5,651 New
CWM
2208
Confluence Wealth Management
Oregon
$382K -$69K -880 -14%
AFG
2209
Arkansas Financial Group
Arkansas
$382K +$78 +1 +0%
NL
2210
NVWM LLC
Pennsylvania
$381K -$90.9K -1,159 -17%
TI
2211
Truepoint Inc
Ohio
$381K -$88.1K -1,123 -17%
BCWM
2212
Blue Chip Wealth Management
Florida
$381K -$24K -306 -5%
KF
2213
Krilogy Financial
Missouri
$381K +$7.45K +95 +2%
TW
2214
Towerpoint Wealth
California
$380K +$18K +229 +4%
CL
2215
CIM LLC
New York
$380K +$21.2K +270 +5%
MPPLM
2216
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$379K -$12.7K -162 -3%
IC
2217
Intersect Capital
California
$378K -$10.5K -134 -2%
PCFFS
2218
Pacific Center for Financial Services
California
$378K +$175K +2,230 +67%
PAM
2219
Pegasus Asset Management
New York
$372K
SIA
2220
SeaBridge Investment Advisors
New Jersey
$372K
AIP
2221
ARS Investment Partners
New York
$372K +$40.4K +515 +10%
IDA
2222
Intelligence Driven Advisers
California
$370K +$425K +5,421 New
LRIC
2223
Long Road Investment Counsel
Michigan
$369K -$204K -2,600 -32%
CC
2224
Centiva Capital
New York
$369K +$287K +3,653 +208%
TAM
2225
Trillium Asset Management
Massachusetts
$368K -$941 -12 -0.2%

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.