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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
AIA
2351
Arbor Investment Advisors
North Carolina
$286K +$1.49K +19 +0.5%
B
2352
Bridgeworth
Alabama
$285K +$13.1K +167 +3%
RWMH
2353
Riverpoint Wealth Management Holdings
Illinois
$284K -$36.6K -466 -10%
RPG
2354
Resource Planning Group
Georgia
$284K +$28.5K +363 +10%
OAM
2355
Occidental Asset Management
California
$283K +$2.9K +37 +0.9%
DI
2356
DFPG Investments
Utah
$283K +$325K +4,147 New
OIM
2357
Orca Investment Management
Oregon
$282K +$14.8K +188 +5%
PCM
2358
Poehling Capital Management
Wisconsin
$281K -$107K -1,370 -25%
CIA
2359
CCM Investment Advisers
South Carolina
$280K -$147K -1,875 -31%
FGP
2360
Foyston, Gordon, & Payne
Ontario, Canada
$279K
PS
2361
Portfolio Solutions
Michigan
$278K
1NWS
2362
1 North Wealth Services
Maryland
$278K +$320K +4,080 New
ACA
2363
Aptus Capital Advisors
Alabama
$278K +$320K +4,083 New
HCM
2364
Howard Capital Management
Georgia
$275K -$10.1M -129,151 -97%
CWM
2365
Capital Wealth Management
Rhode Island
$275K
SMG
2366
Smart Money Group
Texas
$274K +$1.57K +20 +0.5%
GAM
2367
Gemmer Asset Management
California
$274K +$95K +1,211 +43%
EA
2368
Elm Advisors
California
$273K -$39.2K -500 -11%
SCM
2369
Sitrin Capital Management
California
$273K +$78.5K +1,000 +33%
RF
2370
RHS Financial
California
$273K +$314K +3,997 New
UWPG
2371
Ullmann Wealth Partners Group
Florida
$271K -$39.1K -499 -11%
CFA
2372
Capstone Financial Advisors
Illinois
$267K -$6.9K -88 -2%
BKA
2373
Brick & Kyle Associates
Pennsylvania
$267K +$307K +3,917 New
SCG
2374
Sonata Capital Group
Washington
$266K
WCA
2375
Westover Capital Advisors
Delaware
$265K +$305K +3,883 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.