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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
GCM
2276
Grisanti Capital Management
New York
$337K -$1.72M -21,910 -82%
JCM
2277
Jag Capital Management
Missouri
$337K +$44.7K +570 +13%
FAM
2278
Flaharty Asset Management
Florida
$337K +$79.4K +1,012 +26%
CA
2279
CapWealth Advisors
Tennessee
$336K -$32.4K -413 -8%
AMG
2280
Asset Management Group
Connecticut
$336K +$4K +51 +1%
IFS
2281
Ifrah Financial Services
Arkansas
$335K
RHFI
2282
Reilly Herbert Faulkner III
$335K
SIS
2283
Sound Income Strategies
Florida
$335K +$10.4K +132 +3%
EWA
2284
ERTS Wealth Advisors
Michigan
$332K +$382K +4,873 New
BRC
2285
Bell Rock Capital
Delaware
$331K -$322K -4,099 -46%
CCM
2286
Copeland Capital Management
Pennsylvania
$330K -$54.9K -700 -13%
IGGA
2287
Iron Gate Global Advisors
Utah
$329K -$113K -1,442 -23%
OCM
2288
Orser Capital Management
Texas
$329K
CF
2289
Copperwynd Financial
Arizona
$328K -$39.9K -508 -10%
MFT
2290
Moisand Fitzgerald Tamayo
Florida
$326K -$17.6K -224 -4%
MWM
2291
Meridian Wealth Management
Kentucky
$325K -$132K -1,688 -26%
NFGCM
2292
Norman Fields Gottscho Capital Management
New York
$325K -$15.3K -195 -4%
LRIA
2293
Leonard Rickey Investment Advisors
Washington
$324K -$23.6K -301 -6%
GC
2294
Gilbert & Cook
Iowa
$324K +$20.6K +262 +6%
FDS
2295
Freedom Day Solutions
Texas
$324K +$86.5K +1,102 +30%
SCM
2296
Stonehearth Capital Management
Massachusetts
$324K +$165K +2,100 +79%
FCMC
2297
Founders Capital Management (Connecticut)
Connecticut
$323K -$353K -4,501 -49%
PCMC
2298
Paragon Capital Management (Colorado)
Colorado
$321K -$779K -9,923 -68%
ANTB
2299
AMG National Trust Bank
Colorado
$320K -$10.1K -129 -3%
MSA
2300
Marino Stram & Associates
Massachusetts
$320K +$628 +8 +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.