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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
PHAM
551
Pacific Heights Asset Management
California
$10.2M
Cohen & Steers
552
Cohen & Steers
New York
$10.2M +$8.47M +107,936 +259%
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
$10.2M +$147K +1,873 +1%
DP
554
Dundas Partners
United Kingdom
$10.1M
BT
555
Brandywine Trust
Delaware
$10.1M -$152K -1,937 -1%
BAC
556
Boys Arnold & Co
North Carolina
$10.1M +$85.9K +1,095 +0.7%
GI
557
Gradient Investments
Minnesota
$10.1M -$117K -1,494 -1%
FMBTD
558
First Midwest Bank Trust Division
Illinois
$10M -$956K -12,189 -8%
FDCDDQ
559
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.96M +$459K +5,853 +4%
SWP
560
Stratos Wealth Partners
Ohio
$9.93M -$671K -8,558 -6%
SAM
561
SP Asset Management
California
$9.9M +$445K +5,667 +4%
SLI
562
Sumitomo Life Insurance
Japan
$9.88M +$270K +3,441 +2%
AIP
563
Ameritas Investment Partners
Nebraska
$9.86M +$380K +4,842 +3%
CCMD
564
Cypress Capital Management (Delaware)
Delaware
$9.86M +$3.84K +49 +0%
MYAM
565
Meiji Yasuda Asset Management
Japan
$9.81M +$263K +3,352 +2%
LNB
566
Ledyard National Bank
$9.78M -$1.18M -15,081 -10%
FMII
567
Farmers & Merchants Investments Inc
Nebraska
$9.77M -$84.9K -1,082 -0.7%
SYBT
568
Stock Yards Bank & Trust
Kentucky
$9.77M +$37.7K +480 +0.3%
FG
569
Fiduciary Group
Georgia
$9.7M +$277K +3,527 +3%
FWCM
570
Ferguson Wellman Capital Management
Oregon
$9.7M -$1.16M -14,783 -9%
MC
571
Middleton & Co
Massachusetts
$9.69M -$677K -8,632 -6%
CB
572
Chemical Bank
Michigan
$9.67M -$282K -3,600 -2%
MAM
573
Meeder Asset Management
Ohio
$9.66M +$219K +2,787 +2%
FBP
574
Flippin Bruce & Porter
Virginia
$9.62M +$890K +11,338 +9%
AA
575
Ancora Advisors
Ohio
$9.61M -$2.06M -26,217 -16%

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.