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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
AWA
2251
Alaska Wealth Advisors
Alaska
$352K +$83.6K +1,066 +26%
SCM
2252
Sterneck Capital Management
Missouri
$351K -$39.8K -507 -9%
VLC
2253
Van Leeuwen & Company
New Jersey
$351K
CAW
2254
Cornerstone Advisors (Washington)
Washington
$351K +$16.8K +214 +4%
S
2255
Surevest
California
$351K +$404K +5,152 New
NA
2256
Nottingham Advisors
New York
$350K
Diamond Hill Capital Management
2257
Diamond Hill Capital Management
Ohio
$349K +$84.5K +1,077 +27%
MMA
2258
Miracle Mile Advisors
California
$346K -$13.4K -171 -3%
VBFG
2259
Vishria Bird Financial Group
Tennessee
$344K +$471 +6 +0.1%
SHJ
2260
Sharkey, Howes & Javer
Colorado
$344K +$14.8K +189 +4%
ZIG
2261
Zuckerman Investment Group
Illinois
$344K +$47.1K +600 +14%
NWM
2262
Northwest Wealth Management
Iowa
$344K +$81K +1,032 +26%
VCP
2263
Vista Capital Partners
Oregon
$342K -$158K -2,012 -29%
ORI
2264
Oak Ridge Investments
Illinois
$342K -$16.2K -207 -4%
BWM
2265
BigSur Wealth Management
Florida
$342K
SIG
2266
Schaller Investment Group
North Carolina
$342K
IWS
2267
Insight Wealth Strategies
California
$342K +$394K +5,019 New
SSG
2268
Summit Securities Group
New York
$341K -$1.93M -24,600 -83%
FSA
2269
Financial Sense Advisors
California
$341K -$77.4K -986 -16%
LWA
2270
Lenox Wealth Advisors
New York
$340K -$156K -1,987 -28%
SPI
2271
Santori & Peters Inc
Pennsylvania
$340K +$392K +4,993 New
GJCM
2272
Grand Jean Capital Management
California
$339K -$85K -1,084 -18%
SG
2273
StoneX Group
New York
$339K +$4.86K +62 +1%
FSC
2274
Full Sail Capital
Oklahoma
$338K +$388K +4,947 New
TCB
2275
Texas Capital Bancshares
Texas
$338K +$389K +4,964 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.