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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
CA
526
CastleArk Alternatives
Illinois
$10.9M +$5.17M +65,880 +70%
CCT
527
Country Club Trust
Missouri
$10.9M -$942K -12,006 -7%
AWM
528
AE Wealth Management
Kansas
$10.9M +$216K +2,754 +2%
CAPTRUST Financial Advisors
529
CAPTRUST Financial Advisors
North Carolina
$10.9M -$163K -2,074 -1%
NPF
530
Norris Perne & French
Michigan
$10.8M -$108K -1,381 -0.9%
AMI
531
Amica Mutual Insurance
Rhode Island
$10.8M
HA
532
Heartland Advisors
Wisconsin
$10.7M -$270K -3,442 -2%
AAM
533
AR Asset Management
California
$10.7M -$424K -5,400 -3%
SPIA
534
Steward Partners Investment Advisory
New York
$10.6M -$259K -3,306 -2%
TCM
535
Tufton Capital Management
Maryland
$10.6M +$53.7K +684 +0.4%
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.6M +$215K +2,745 +2%
ST
537
Smithfield Trust
Pennsylvania
$10.6M +$204K +2,600 +2%
PAM
538
Private Asset Management
California
$10.5M -$575K -7,326 -5%
MERSOM
539
Municipal Employees' Retirement System of Michigan
Michigan
$10.5M +$12M +153,370 New
BFM
540
Boston Financial Management
Massachusetts
$10.4M -$275K -3,500 -2%
GRQ
541
Gardner Russo & Quinn
Pennsylvania
$10.3M -$261K -3,332 -2%
FPA
542
First Pacific Advisors
California
$10.3M -$662K -8,440 -5%
ESB
543
Essex Savings Bank
Connecticut
$10.3M +$11.9M +151,326 New
MHIC
544
Marble Harbor Investment Counsel
Massachusetts
$10.3M -$155K -1,980 -1%
APFBOT
545
Amica Pension Fund Board of Trustees
Rhode Island
$10.3M
HA
546
Halsey Associates
Connecticut
$10.3M +$5.66M +72,163 +92%
RC
547
RBO & Co
California
$10.3M -$311K -3,959 -3%
OI
548
Oakbrook Investments
Illinois
$10.3M -$1M -12,790 -8%
IIM
549
Ipswich Investment Management
Massachusetts
$10.3M +$210K +2,680 +2%
MBI
550
Montrusco Bolton Investments
Quebec, Canada
$10.2M -$204K -2,603 -2%

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.