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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
Swiss National Bank
26
Swiss National Bank
Switzerland
$1.01B +$17.8M +226,600 +2%
UBS AM
27
UBS AM
Illinois
$961M -$17.6M -224,075 -2%
TCIM
28
TIAA CREF Investment Management
New York
$806M -$59.3M -755,487 -6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$776M +$155M +1,974,728 +21%
PPA
30
Parametric Portfolio Associates
Washington
$774M +$331K +4,218 +0%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$717M -$48M -611,894 -6%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$687M -$13.4M -171,112 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
33
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$686M +$9.32M +118,800 +1%
AllianceBernstein
34
AllianceBernstein
Tennessee
$680M -$93.5M -1,191,727 -11%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$674M -$29.7M -379,132 -4%
UBS Group
36
UBS Group
Switzerland
$653M -$82.5M -1,051,041 -10%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$643M -$15.4M -195,988 -2%
LSV Asset Management
38
LSV Asset Management
Illinois
$632M -$21.3M -272,065 -3%
Deutsche Bank
39
Deutsche Bank
Germany
$620M -$61.8M -788,166 -8%
Federated Hermes
40
Federated Hermes
Pennsylvania
$571M -$40.9M -521,825 -6%
EVM
41
Eaton Vance Management
Massachusetts
$565M -$84.8M -1,081,387 -12%
Invesco
42
Invesco
Georgia
$563M -$3.27M -41,676 -0.5%
Ameriprise
43
Ameriprise
Minnesota
$560M -$12.4M -157,797 -2%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$533M -$6.35M -80,882 -1%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$530M +$7.11M +90,623 +1%
Principal Financial Group
46
Principal Financial Group
Iowa
$523M -$14.8M -188,642 -2%
TA
47
Teachers Advisors
New York
$521M -$10.3M -130,764 -2%
Prudential Financial
48
Prudential Financial
New Jersey
$492M +$54.6M +696,444 +11%
Asset Management One
49
Asset Management One
Japan
$476M +$4.35M +55,384 +0.8%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$461M -$76M -968,339 -13%

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.