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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
KB
351
Kimelman & Baird
New York
$21.3M -$744K -9,486 -3%
WRBC
352
W.R. Berkley Corp
Connecticut
$21M
DWM
353
Doyle Wealth Management
Florida
$21M -$800K -10,201 -3%
VDI
354
Vaughan David Investments
Illinois
$20.8M -$412K -5,251 -2%
HW
355
Hancock Whitney
Mississippi
$20.7M +$2.42M +30,803 +11%
PAG
356
Private Advisor Group
New Jersey
$20.5M -$1.14M -14,573 -5%
TAF
357
Tredje AP-fonden
Sweden
$20.4M +$476K +6,062 +2%
Macquarie Group
358
Macquarie Group
Australia
$20.3M -$5.74M -73,197 -20%
ISL
359
Ingalls & Snyder LLC
New York
$20.3M -$563K -7,181 -2%
Jane Street
360
Jane Street
New York
$20.1M -$3.72M -47,420 -14%
NAMA
361
Nikko Asset Management Americas
New York
$20.1M -$139K -1,776 -0.6%
RG
362
Rathbones Group
United Kingdom
$19.9M -$323K -4,118 -1%
MSE
363
MUFG Securities EMEA
United Kingdom
$19.9M -$86.1M -1,096,977 -79%
ABC
364
Associated Banc-Corp
Wisconsin
$19.8M -$624K -7,957 -3%
MNBTD
365
Moody National Bank Trust Division
Texas
$19.7M +$205K +2,619 +0.9%
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$19.5M +$4.83M +61,600 +27%
WAM
367
World Asset Management
Michigan
$19.5M -$983K -12,525 -4%
BAM
368
Berkshire Asset Management
Pennsylvania
$19.5M -$6.31M -80,405 -22%
HCMT
369
Highland Capital Management (Tennessee)
Tennessee
$19.5M +$1.2M +15,323 +6%
RIM
370
Redpoint Investment Management
Australia
$19.4M -$146K -1,863 -0.6%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$19.4M -$3.06M -38,981 -12%
AIL
372
AGF Investments LLC
Ontario, Canada
$19.4M +$2.54M +32,407 +13%
LBC
373
Lowe Brockenbrough & Co
Virginia
$19.3M -$533K -6,789 -2%
DCM
374
Donaldson Capital Management
Indiana
$19M -$3.55M -45,229 -14%
TCOO
375
Trust Company of Oklahoma
Oklahoma
$18.9M -$146K -1,858 -0.7%

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.