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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
CA
2401
Continuum Advisory
Idaho
$244K +$30.4K +387 +12%
TIM
2402
Total Investment Management
Arizona
$243K +$235 +3 +0.1%
VCM
2403
Vivaldi Capital Management
Illinois
$243K +$62.3K +794 +29%
GC
2404
Gibson Capital
Pennsylvania
$241K -$12.5K -159 -4%
HA
2405
Harfst & Associates
Wyoming
$241K
HC
2406
Hamilton Capital
Ohio
$241K +$19.1K +243 +8%
EMB
2407
Elefante Mark B
$239K -$167K -2,130 -38%
CISOA
2408
Capital Investment Services of America
Wisconsin
$239K
WCWM
2409
Willow Creek Wealth Management
California
$238K -$6.12K -78 -2%
NCMW
2410
Northern Capital Management (Wisconsin)
Wisconsin
$238K
AWM
2411
Aevitas Wealth Management
Massachusetts
$234K +$471 +6 +0.2%
JFG
2412
JMG Financial Group
Illinois
$233K
AWM
2413
Arbor Wealth Management
Florida
$232K +$266K +3,396 New
PVH
2414
Psagot Value Holdings
Israel
$230K +$213K +2,720 +412%
TIM
2415
Tortoise Investment Management
New York
$228K -$21.5K -274 -8%
PCM
2416
Princeton Capital Management
New Jersey
$228K
TCM
2417
Tradewinds Capital Management
Washington
$228K +$157 +2 +0.1%
PCM
2418
Pointe Capital Management
Michigan
$226K
BW
2419
Biegel & Waller
Maryland
$226K +$8.39K +107 +3%
TC
2420
Trilogy Capital
California
$225K +$2.12K +27 +0.8%
WA
2421
WealthTrust-Arizona
Arizona
$224K -$54.8K -698 -18%
IOOF
2422
Independent Order of Foresters
Ontario, Canada
$223K -$1.57K -20 -0.6%
SCP
2423
Silverleafe Capital Partners
Tennessee
$223K
MF
2424
Manchester Financial
California
$223K +$257K +3,271 New
HCM
2425
Highlander Capital Management
New Jersey
$222K -$54.9K -700 -18%

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.