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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
BIM
576
Bridges Investment Management
Nebraska
$9.58M +$248K +3,164 +2%
CI
577
Cigna Investments
Connecticut
$9.54M +$21.3K +272 +0.2%
VC
578
Vicus Capital
Pennsylvania
$9.5M -$1.21M -15,452 -10%
GIM
579
Goelzer Investment Management
Indiana
$9.49M -$135K -1,726 -1%
TH
580
TCTC Holdings
Texas
$9.37M -$308K -3,924 -3%
AHC
581
Adell Harriman & Carpenter
Texas
$9.37M -$86.4K -1,101 -0.8%
BFO
582
Boston Family Office
Massachusetts
$9.36M -$494K -6,294 -4%
RMC
583
Resources Management Corp
Connecticut
$9.35M -$297K -3,790 -3%
VFA
584
Voya Financial Advisors
Connecticut
$9.31M +$114K +1,448 +1%
CC
585
Capital Counsel
New York
$9.3M -$47.1K -600 -0.4%
LCM
586
LVM Capital Management
Michigan
$9.3M -$307K -3,916 -3%
CA
587
Callahan Advisors
Texas
$9.29M -$443K -5,652 -4%
EGA
588
Eagle Global Advisors
Texas
$9.29M -$373K -4,752 -3%
HAI
589
Hennessy Advisors Inc
California
$9.29M +$326K +4,150 +3%
CIP
590
Chartwell Investment Partners
Pennsylvania
$9.27M +$110K +1,405 +1%
MBTD
591
Mechanics Bank - Trust Department
California
$9.25M -$528K -6,732 -5%
ASN
592
Advisory Services Network
Georgia
$9.19M -$139K -1,771 -1%
Parallax Volatility Advisers
593
Parallax Volatility Advisers
California
$9.14M -$1.47M -18,775 -12%
ACH
594
ArrowMark Colorado Holdings
Colorado
$9.12M
ARMC
595
American Research & Management Company
Massachusetts
$9.1M -$38.4K -490 -0.4%
BP
596
BBR Partners
New York
$9.1M -$158K -2,016 -1%
ECM
597
Estabrook Capital Management
New York
$9.06M -$634K -8,076 -6%
M
598
MOTCO
Texas
$9.05M -$19.4K -247 -0.2%
FNT
599
First National Trust
Pennsylvania
$9.01M -$860K -10,961 -8%
BOH
600
Bank of Hawaii
Hawaii
$8.89M +$377K +4,811 +4%

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.