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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
DCM
476
Dupont Capital Management
Delaware
$12.8M +$6.11M +77,864 +71%
BC
477
Burney Company
Virginia
$12.7M -$1.74M -22,198 -11%
FBT
478
First Bankers Trust
Kentucky
$12.7M +$7.4M +94,301 +102%
CCM
479
Chilton Capital Management
Texas
$12.7M +$209K +2,665 +1%
KRS
480
Kentucky Retirement Systems
Kentucky
$12.6M +$303K +3,867 +2%
LIA
481
LS Investment Advisors
Michigan
$12.4M -$2.67M -34,051 -16%
CFA
482
Carroll Financial Associates
North Carolina
$12.4M -$727K -9,271 -5%
SCP
483
Seizert Capital Partners
Michigan
$12.3M +$893K +11,379 +7%
EEP
484
Edgehill Endowment Partners
Connecticut
$12.3M +$14.1M +180,075 New
CTA
485
Chesley Taft & Associates
Illinois
$12.3M -$453K -5,775 -3%
AF
486
Ally Financial
Michigan
$12.3M
AA
487
Apriem Advisors
California
$12.2M +$931K +11,865 +7%
NB
488
NBT Bank
New York
$12.2M -$198K -2,519 -1%
FAAS
489
First Allied Advisory Services
California
$12M +$347K +4,426 +3%
BSA
490
Braun Stacey Associates
New York
$12M +$12.9M +164,337 +1,495%
SCM
491
Sterling Capital Management
North Carolina
$11.9M -$12.9M -164,484 -48%
FPTW
492
Franklin, Parlapiano, Turner & Welch
Texas
$11.9M +$860K +10,958 +7%
ALAM
493
Asahi Life Asset Management
Japan
$11.9M +$13.7M +174,634 New
RE
494
RBC Europe
United Kingdom
$11.9M -$1.13M -14,430 -8%
LDB
495
Lee, Danner & Bass
Tennessee
$11.9M -$48K -612 -0.3%
SB
496
Simmons Bank
Arkansas
$11.8M -$40.2K -512 -0.3%
GIA
497
Guyasuta Investment Advisors
Pennsylvania
$11.8M -$302K -3,850 -2%
SCM
498
Shelton Capital Management
Colorado
$11.8M -$312K -3,980 -2%
AR
499
Advisory Research
Illinois
$11.8M -$665K -8,481 -5%
HIC
500
Harvey Investment Company
Kentucky
$11.7M +$195K +2,490 +1%

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.