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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
WCM
2426
Wallace Capital Management
Texas
$222K +$23.2K +296 +10%
BF
2427
Blankinship & Foster
California
$222K +$255K +3,250 New
GPA
2428
Garrison Point Advisors
California
$222K +$256K +3,261 New
MFG
2429
Merit Financial Group
Georgia
$220K -$30.8K -393 -11%
AFNAS
2430
American Financial Network Advisory Services
California
$219K -$8.16K -104 -3%
CAAS
2431
Capital Asset Advisory Services
Michigan
$218K
RCA
2432
Reitz Capital Advisors
Michigan
$218K +$250K +3,190 New
AIA
2433
Alera Investment Advisors
Illinois
$218K +$251K +3,203 New
BA
2434
BKS Advisors
Michigan
$216K -$138K -1,759 -36%
SCA
2435
SMH Capital Advisors
Texas
$214K +$62.1K +791 +34%
AFC
2436
AFT Forsyth & Company
Florida
$213K
HIS
2437
Horizon Investment Services
Indiana
$211K
HWA
2438
HHM Wealth Advisors
Tennessee
$211K +$242K +3,089 New
DSI
2439
Daiwa SB Investments
Japan
$209K -$3.14K -40 -1%
GA
2440
Geller Advisors
New York
$208K -$66.3K -845 -22%
SFS
2441
Summit Financial Strategies
Ohio
$208K -$3.29K -42 -1%
NCM
2442
Northwest Capital Management
Oregon
$208K +$1.02K +13 +0.4%
TRAM
2443
Tuscan Ridge Asset Management
Illinois
$208K +$239K +3,050 New
BWM
2444
Biltmore Wealth Management
Arizona
$207K
AIA
2445
Angeles Investment Advisors
California
$207K +$239K +3,041 New
MIH
2446
Meitav Investment House
Israel
$205K -$540K -6,882 -70%
AA
2447
Altman Advisors
Illinois
$205K
PFA
2448
Pathway Financial Advisors
Vermont
$205K
VIM
2449
Vista Investment Management
Pennsylvania
$205K +$26.2K +334 +13%
GA
2450
Greytown Advisors
Florida
$205K +$235K +3,000 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.