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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
MHC
251
Meyer Handelman Company
New York
$36.9M -$1.13M -14,400 -3%
HIMCH
252
Hartford Investment Management Co (HIMCO)
Connecticut
$36.8M -$782K -9,965 -2%
ELC
253
Edgar Lomax Company
Virginia
$36.8M -$365K -4,650 -0.9%
FTIOP
254
Fiduciary Trust International of Pennsylvania
Pennsylvania
$36.6M -$2.48M -31,568 -6%
NAM
255
Nissay Asset Management
Japan
$36.6M +$41.4K +528 +0.1%
TF
256
TIAA FSB
Florida
$35.8M +$131K +1,676 +0.3%
Public Sector Pension Investment Board (PSP Investments)
257
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.4M +$25.2M +321,100 +162%
BAM
258
Barrett Asset Management
New York
$34.8M -$805K -10,262 -2%
SEI Investments
259
SEI Investments
Pennsylvania
$34.7M +$4.89M +62,302 +17%
BBHC
260
Brown Brothers Harriman & Co
New York
$34.6M -$758K -9,658 -2%
William Blair & Company
261
William Blair & Company
Illinois
$34.5M -$401K -5,107 -1%
MPI
262
Mairs & Power Inc
Minnesota
$34.4M -$4.2M -53,562 -10%
HCM
263
Hamlin Capital Management
New York
$34M -$27.5M -350,752 -41%
LCM
264
Laurion Capital Management
New York
$33.4M +$37.2M +473,832 +2,899%
AB
265
Amalgamated Bank
New York
$33.4M -$815K -10,389 -2%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$33.1M -$219K -2,786 -0.6%
MA
267
MUFG Americas
New York
$33.1M -$1.41M -18,011 -4%
FIM
268
Frontier Investment Management
Texas
$32.9M +$12.7M +162,126 +51%
DRZID
269
DePrince Race & Zollo Inc (DRZ)
Florida
$32.9M -$793K -10,110 -2%
First Manhattan
270
First Manhattan
New York
$32.8M +$2.52M +32,058 +7%
BTW
271
Boston Trust Walden
Massachusetts
$32.7M -$2.52M -32,135 -6%
RMDI
272
R.M. Davis Inc
Maine
$32.6M -$2.49M -31,740 -6%
CSIC
273
Clifford Swan Investment Counsel
California
$32.6M -$2.59M -33,056 -6%
FRM
274
Foundation Resource Management
Arkansas
$32.6M +$164K +2,095 +0.4%
WHRC
275
W.H. Reaves & Co
New Jersey
$32.5M +$11.8M +150,140 +46%

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.