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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
KM
2301
Kalos Management
Georgia
$319K -$54.8K -699 -14%
AW
2302
Alpha Windward
Massachusetts
$319K -$28.7K -366 -7%
DAM
2303
Deltec Asset Management
New York
$318K
BA
2304
Ballew Advisors
Mississippi
$318K +$471 +6 +0.1%
PK
2305
Pflug Koory
Nebraska
$317K
XSC
2306
X-Square Capital
Puerto Rico
$315K +$1.25K +16 +0.3%
DA
2307
Dillon & Associates
Michigan
$313K -$105K -1,333 -22%
SRC
2308
Stone Run Capital
New York
$313K
CAL
2309
Capital Advisors Ltd
Ohio
$313K +$78 +1 +0%
LFG
2310
Larson Financial Group
Missouri
$313K +$14.6K +186 +4%
RFWA
2311
RPg Family Wealth Advisory
Massachusetts
$312K -$22.8K -290 -6%
PWPS
2312
Pinnacle Wealth Planning Services
Ohio
$312K -$198K -2,530 -36%
DA
2313
DSC Advisors
Illinois
$312K -$16.2K -206 -4%
JWM
2314
Janiczek Wealth Management
Colorado
$312K
MCP
2315
Mirador Capital Partners
California
$311K -$144K -1,835 -29%
AAM
2316
American Asset Management
Florida
$311K -$70.6K -900 -16%
WLIM
2317
White Lighthouse Investment Management
Massachusetts
$311K +$3.45K +44 +1%
HP
2318
HT Partners
Connecticut
$311K +$358K +4,557 New
NQWM
2319
Northwest Quadrant Wealth Management
Oregon
$310K +$2.04K +26 +0.6%
PWAG
2320
Polaris Wealth Advisory Group
California
$309K -$3.92K -50 -1%
ACM
2321
Alethea Capital Management
Washington
$307K
GCP
2322
Gill Capital Partners
Colorado
$306K +$339K +4,318 New
BLAM
2323
Bourne Lent Asset Management
New York
$305K -$107K -1,366 -23%
AWM
2324
Apollon Wealth Management
South Carolina
$305K +$327K +4,163 New
PWAC
2325
Private Wealth Advisors (California)
California
$305K +$351K +4,468 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.