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
Connor, Clark & Lunn Investment Management (CC&L)
376
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.7M +$9.27M +118,200 +76%
OSIA
377
O'Shares Investment Advisers
Massachusetts
$18.6M +$21.4M +273,076 New
MML Investors Services
378
MML Investors Services
Massachusetts
$18.6M +$9.1K +116 +0%
FNBOO
379
First National Bank of Omaha
Nebraska
$18.5M -$473K -6,031 -2%
TTWM
380
TCV Trust & Wealth Management
Virginia
$18.3M +$4.64M +59,173 +28%
WJA
381
Williams Jones & Associates
New York
$18.3M -$1.16M -14,741 -5%
GT
382
Glenview Trust
Kentucky
$18.2M -$293K -3,730 -1%
DP
383
Dearborn Partners
Illinois
$18M +$773K +9,847 +4%
EHC
384
Everett Harris & Co
California
$17.8M +$894K +11,396 +5%
DDPIC
385
Deroy & Devereaux Private Investment Counsel
Michigan
$17.8M +$311K +3,959 +2%
GHA
386
GW Henssler & Associates
Georgia
$17.8M -$796K -10,140 -4%
EM
387
Elliott Management
New York
$17.7M
MAP
388
Managed Asset Portfolios
Michigan
$17.6M +$443K +5,651 +2%
ANI
389
American National Insurance
Texas
$17.6M
SIM
390
Sentry Investment Management
Wisconsin
$17.6M -$2.23M -28,420 -10%
CAN
391
Cetera Advisor Networks
California
$17.4M -$1.65M -21,075 -8%
CTB
392
Country Trust Bank
Illinois
$17.3M -$3.5M -44,555 -15%
CNBT
393
Canandaigua National Bank & Trust
New York
$17.3M -$150K -1,915 -0.7%
LC
394
Lourd Capital
California
$17.2M +$7.14K +91 +0%
Fidelity International
395
Fidelity International
Bermuda
$17.1M -$984K -12,546 -5%
VCM
396
Voleon Capital Management
California
$17M +$19.6M +250,000 New
ONB
397
Old National Bancorp
Indiana
$17M -$2.99M -38,095 -13%
SW
398
SVB Wealth
Massachusetts
$16.9M -$1.52M -19,358 -7%
BS
399
Banco Santander
Spain
$16.9M -$55.9K -712 -0.3%
AIS
400
American Investment Services
Massachusetts
$16.9M +$502K +6,404 +3%

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.