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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
AFA
2376
American Financial Advisors
Georgia
$265K +$305K +3,889 New
PA
2377
Prism Advisors
California
$263K
BMCM
2378
Bryn Mawr Capital Management
Pennsylvania
$262K -$114K -1,457 -28%
PFA
2379
Pure Financial Advisors
California
$259K -$78 -1 -0%
TA
2380
Trellis Advisors
Washington
$258K -$53K -676 -15%
PGWM
2381
Parisi Gray Wealth Management
New Jersey
$258K -$50.2K -640 -14%
VCM
2382
Vision Capital Management
Oregon
$258K +$4.39K +56 +2%
DIA
2383
Davidson Investment Advisors
Montana
$257K -$90.6K -1,155 -23%
CFN
2384
Cordasco Financial Network
Florida
$257K +$11.6K +148 +4%
TPW
2385
Tiller Private Wealth
Pennsylvania
$255K -$60K -765 -17%
PFA
2386
Pinnacle Family Advisors
Missouri
$255K -$41.3K -526 -12%
UCI
2387
Uncommon Cents Investing
Wisconsin
$255K +$46.3K +590 +19%
ACM
2388
AUA Capital Management
Pennsylvania
$254K
SB
2389
Strategic Blueprint
Georgia
$254K +$292K +3,722 New
AWA
2390
Acorn Wealth Advisors
Michigan
$253K -$29.5K -376 -10%
VAM
2391
Verity Asset Management
North Carolina
$253K +$38.3K +488 +15%
GSIS
2392
Global Strategic Investment Solutions
Arizona
$253K +$292K +3,720 New
RCP
2393
Rothschild Capital Partners
New York
$252K
DCM
2394
Driehaus Capital Management
Illinois
$250K +$96.7K +1,232 +51%
GIA
2395
Gladstone Institutional Advisory
Florida
$250K +$287K +3,663 New
PTCG
2396
Pring Turner Capital Group
California
$249K
LWM
2397
Liberty Wealth Management
California
$247K +$284K +3,625 New
CM
2398
Cornerstone Management
Georgia
$247K
EWM
2399
Elite Wealth Management
Washington
$245K +$54.9K +700 +24%
SRIM
2400
Saratoga Research & Investment Management
California
$244K +$4.32K +55 +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.