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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
IIA
2451
IPG Investment Advisors
California
$205K -$78.5K -1,000 -25%
LWA
2452
Lowe Wealth Advisors
Maryland
$204K -$10.4K -132 -4%
BO
2453
Bach Option
Hong Kong
$202K +$232K +2,959 New
HCM
2454
Hutner Capital Management
Vermont
$201K
BIA
2455
BHK Investment Advisors
Alabama
$200K
CIC
2456
Chase Investment Counsel
Virginia
$200K +$231K +2,940 New
WANY
2457
Wealthspire Advisors (New York)
New York
$195K +$225K +2,864 New
CWM
2458
Cranbrook Wealth Management
Michigan
$194K +$31.2K +398 +16%
BC
2459
Barnett & Company
Tennessee
$192K -$65K -828 -23%
FEG
2460
Financial Enhancement Group
Indiana
$190K
FPB
2461
First PREMIER Bank
South Dakota
$184K -$27.8K -354 -12%
SA
2462
SRH Advisors
Kansas
$184K -$13.1K -167 -6%
Schroder Investment Management Group
2463
Schroder Investment Management Group
United Kingdom
$184K -$93.3M -1,188,914 -31%
VIM
2464
Veritas Investment Management
United Kingdom
$180K
AA
2465
AlphaMark Advisors
Kentucky
$179K +$471 +6 +0.2%
RBC
2466
Roble Belko & Company
Pennsylvania
$176K -$78.5K -1,000 -28%
BAMG
2467
Brand Asset Management Group
Missouri
$176K +$18.3K +233 +10%
CAM
2468
ClariVest Asset Management
California
$168K +$16.3K +208 +9%
NPP
2469
New Potomac Partners
Maryland
$166K -$9.41K -120 -5%
AIM
2470
Advantage Investment Management
Iowa
$163K -$63.5K -810 -25%
PAMU
2471
Pictet Asset Management (UK)
United Kingdom
$161K +$20.2M +257,200 +12%
CAGAS
2472
Capital Advisory Group Advisory Services
Minnesota
$161K -$10.3K -131 -5%
HIIFS
2473
Harel Insurance Investments & Financial Services
Israel
$159K
PWM
2474
PRW Wealth Management
Massachusetts
$157K +$179K +2,287 New
GT
2475
Glenmede Trust
Pennsylvania
$154K -$2.66M -33,954 -1%

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.