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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
CCM
226
Cullen Capital Management
New York
$42.6M -$18.5M -236,210 -27%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$42.2M -$1.15M -14,625 -2%
CWM
228
CIBC World Markets
New York
$41.9M -$24.4M -311,106 -34%
MLICM
229
Metropolitan Life Insurance Company (MetLife)
New York
$41.5M -$702K -8,950 -1%
EP
230
Elkfork Partners
Oregon
$41.4M +$15.1M +191,840 +46%
MSA
231
Mason Street Advisors
Wisconsin
$40.7M +$135K +1,721 +0.3%
DZ Bank
232
DZ Bank
Germany
$40.4M +$1.2M +15,257 +3%
NPA
233
Nichols & Pratt Advisers
Massachusetts
$40.3M -$379K -4,831 -0.8%
RRAM
234
River Road Asset Management
Kentucky
$40.2M -$3.96M -50,413 -8%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$40.1M -$2.42M -30,877 -5%
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$40M +$24.7M +315,207 +116%
PI
237
PineBridge Investments
New York
$39.8M +$14.7M +187,540 +47%
SG Americas Securities
238
SG Americas Securities
New York
$39.7M -$154K -1,959 -0.3%
NRS
239
Neville Rodie & Shaw
New York
$39.7M -$704K -8,972 -2%
Two Sigma Advisers
240
Two Sigma Advisers
New York
$39.6M +$44.9M +572,196 +7,089%
PWLP
241
Prio Wealth Limited Partnership
Massachusetts
$39.4M -$2.72M -34,644 -6%
SAM
242
Silvercrest Asset Management
New York
$39.2M -$886K -11,298 -2%
FIM
243
Foresters Investment Management
New York
$39M +$8.28M +105,550 +23%
MAM
244
Martingale Asset Management
Massachusetts
$38.9M -$10M -127,737 -18%
CGH
245
Crossmark Global Holdings
Texas
$38.2M +$1.26M +16,063 +3%
MOACM
246
Mutual of America Capital Management
New York
$37.9M +$656K +8,363 +2%
Lazard Asset Management
247
Lazard Asset Management
New York
$37.7M -$1.76M -22,415 -4%
BNP Paribas Asset Management
248
BNP Paribas Asset Management
France
$37.4M -$5.82M -74,154 -12%
DnB Asset Management
249
DnB Asset Management
Norway
$37.1M -$1.52M -19,408 -3%
GG
250
Gofen & Glossberg
Illinois
$36.9M -$889K -11,337 -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.