We are live on ! Find out more
XOM icon

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
TA
301
Tiedemann Advisors
New York
$26.6M +$73.2K +933 +0.2%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$26.6M -$122K -1,556 -0.4%
IC
303
InterOcean Capital
Illinois
$26.3M +$2.59M +32,993 +9%
Mariner
304
Mariner
Kansas
$26.1M +$8.08M +103,005 +37%
V
305
Veritable
Delaware
$26M -$1.69M -21,570 -5%
WBC
306
Westpac Banking Corp
Australia
$26M +$288K +3,675 +1%
Victory Capital Management
307
Victory Capital Management
Texas
$25.8M +$9.47M +120,698 +47%
SF
308
Synovus Financial
Georgia
$25.6M +$122K +1,559 +0.4%
GWM
309
Geneos Wealth Management
Colorado
$25.5M +$1.16M +14,782 +4%
Two Sigma Investments
310
Two Sigma Investments
New York
$25.5M +$29.3M +373,815 New
AAM
311
Advisors Asset Management
Colorado
$25.2M -$2.37M -30,238 -8%
IA
312
Icon Advisers
Colorado
$25.2M
WSFS
313
Wilmington Savings Fund Society
Delaware
$25.2M +$784K +9,998 +3%
B
314
Barings
North Carolina
$25.1M +$17M +216,466 +143%
Squarepoint
315
Squarepoint
New York
$24.9M +$28.7M +365,737 New
ST
316
Sabal Trust
Florida
$24.7M -$2.71M -34,505 -9%
NMERB
317
New Mexico Educational Retirement Board
New Mexico
$24.6M -$1.34M -17,100 -5%
CPSAC
318
Chas P. Smith & Associates (CPS)
Florida
$24.6M -$186K -2,376 -0.7%
CC
319
Cannell & Co
New York
$24.5M -$18.7K -238 -0.1%
BC
320
Bartlett & Co
Ohio
$24.4M -$1.88M -23,918 -6%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$24.4M -$1.88M -23,918 -6%
WT
322
Washington Trust
Rhode Island
$24.3M -$136K -1,729 -0.5%
MWA
323
Meridian Wealth Advisors
Texas
$24M +$27.6M +351,463 New
OC
324
Oppenheimer & Co
New York
$23.4M -$570K -7,264 -2%
BFS
325
Bradley Foster & Sargent
Connecticut
$23.4M -$1.07M -13,686 -4%

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.