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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
PFT
2226
Providence First Trust
Arizona
$367K
WFM
2227
Wolff Financial Management
Michigan
$367K +$422K +5,376 New
CWA
2228
Clarus Wealth Advisors
Arizona
$363K -$117K -1,488 -22%
PFM
2229
Peak Financial Management
Massachusetts
$362K
SCM
2230
Silvant Capital Management
Georgia
$362K
NEAM
2231
New England Asset Management
Connecticut
$361K -$174K -2,214 -29%
GWM
2232
Greenwich Wealth Management
Connecticut
$359K +$101K +1,288 +32%
TFA
2233
Toth Financial Advisory
Virginia
$358K -$132K -1,677 -24%
SCP
2234
Sandhill Capital Partners
New York
$358K -$38.4K -490 -9%
SRCM
2235
Swift Run Capital Management
Virginia
$358K
ICM
2236
IMS Capital Management
Oregon
$358K +$31K +395 +8%
VCWA
2237
Vanguard Capital Wealth Advisors
Colorado
$357K -$58.5K -746 -12%
BI
2238
Bramshill Investments
Florida
$357K +$411K +5,233 New
SIA
2239
Starfire Investment Advisers
Michigan
$356K -$555K -7,076 -58%
AL
2240
Arnhold LLC
New York
$356K
RPGK
2241
Retirement Planning Group (Kansas)
Kansas
$356K +$5.73K +73 +1%
WGA
2242
Weather Gauge Advisory
Virginia
$356K +$410K +5,226 New
SGS
2243
Sterling Global Strategies
California
$356K +$23.4K +298 +6%
OBWP
2244
O'Brien Wealth Partners
Massachusetts
$355K -$393K -5,003 -50%
FCAG
2245
First Capital Advisors Group
New Jersey
$355K +$14.9K +190 +4%
CWSR
2246
Chessman Wealth Strategies RIA
Texas
$355K +$27.6K +352 +7%
BC
2247
Bruce & Co
Illinois
$353K
PC
2248
Port Capital
Illinois
$353K +$706 +9 +0.2%
RWM
2249
Reston Wealth Management
Virginia
$353K +$406K +5,181 New
AC
2250
Addison Capital
Pennsylvania
$352K

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.