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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
GAM
451
Griffin Asset Management
New York
$13.9M -$88.1K -1,123 -0.5%
PAM
452
Palisade Asset Management
Minnesota
$13.9M +$250K +3,183 +2%
Cerity Partners
453
Cerity Partners
New York
$13.8M -$109K -1,388 -0.7%
TRCT
454
Tower Research Capital (TRC)
New York
$13.8M +$11.9M +151,741 +300%
EWA
455
EP Wealth Advisors
California
$13.8M -$3.46M -44,067 -18%
SBCM
456
Schwerin Boyle Capital Management
Massachusetts
$13.7M -$133K -1,700 -0.8%
AC
457
Allstate Corporation
Illinois
$13.7M +$15.4M +196,537 +4,491%
CIM
458
Confluence Investment Management
Missouri
$13.7M +$751K +9,572 +5%
BST
459
Bath Savings Trust
Maine
$13.7M +$42.3K +539 +0.3%
Acadian Asset Management
460
Acadian Asset Management
Massachusetts
$13.3M -$24.6M -312,975 -62%
CIA
461
Capital Investment Advisors
Georgia
$13.3M +$1.08M +13,714 +8%
TCOV
462
Trust Company of Vermont
Vermont
$13.2M -$1.35M -17,190 -8%
BCM
463
Bridgeway Capital Management
Texas
$13.2M +$1.03M +13,100 +7%
DIA
464
Dana Investment Advisors
Wisconsin
$13.2M -$2.53M -32,248 -14%
RCM
465
Radnor Capital Management
Pennsylvania
$13.2M +$32K +408 +0.2%
HC
466
Henshaw Capital
Massachusetts
$13.1M
RGI
467
River Global Investors
United Kingdom
$13.1M +$2.11M +26,928 +16%
WTC
468
WhitTier Trust Company
Nevada
$13M +$32K +408 +0.2%
VWM
469
Valley Wealth Managers
New Jersey
$13M -$1.45M -18,461 -9%
CA
470
Clearstead Advisors
Ohio
$12.9M +$388K +4,946 +3%
CA
471
Cetera Advisors
Colorado
$12.9M -$2.6M -33,088 -15%
CIS
472
Connors Investor Services
Pennsylvania
$12.8M -$213K -2,720 -1%
NIM
473
Northeast Investment Management
Massachusetts
$12.8M -$1.53M -19,510 -9%
OAM
474
Oppenheimer Asset Management
New York
$12.8M -$160K -2,038 -1%
RBA
475
Richard Bernstein Advisors
New York
$12.8M

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.