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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
BS
601
Boenning & Scattergood
Pennsylvania
$8.87M -$171K -2,184 -2%
AIM
602
Axiom Investment Management
New York
$8.84M +$10.2M +129,688 New
SHCM
603
Stokes & Hubbell Capital Management
Louisiana
$8.8M -$579K -7,375 -5%
AIM
604
Avity Investment Management
Connecticut
$8.8M -$3.38M -43,114 -25%
WDA
605
Wendell David Associates
New Hampshire
$8.78M -$791K -10,086 -7%
LIM
606
Lathrop Investment Management
Arkansas
$8.78M +$10.1M +128,758 New
UIM
607
USS Investment Management
United Kingdom
$8.77M -$345K -4,400 -3%
HP
608
Hikari Power
Japan
$8.76M -$157K -2,000 -2%
DY
609
Dowling & Yahnke
California
$8.68M +$294K +3,749 +4%
I
610
IberiaBank
Louisiana
$8.61M +$362K +4,620 +4%
SEC
611
Seven Eight Capital
New York
$8.61M +$78.5K +1,000 +0.8%
VCAM
612
Van Cleef Asset Management
Ohio
$8.57M -$1.16M -14,848 -11%
GH
613
GAM Holding
Switzerland
$8.55M -$36.6K -467 -0.4%
Point72 Asset Management
614
Point72 Asset Management
Connecticut
$8.52M +$9.81M +125,000 New
FAB
615
First American Bank
Illinois
$8.52M -$3.07M -39,154 -24%
Natixis Advisors
616
Natixis Advisors
Massachusetts
$8.52M -$7.18M -91,469 -42%
CICI
617
Capital Investment Counsel Inc
North Carolina
$8.52M -$143K -1,826 -1%
Dodge & Cox
618
Dodge & Cox
California
$8.51M -$278K -3,543 -3%
MA
619
Montag & Associates
Georgia
$8.49M +$755K +9,625 +8%
PG
620
Pendal Group
Australia
$8.48M +$7.04M +89,715 +255%
BHIA
621
Birch Hill Investment Advisors
Massachusetts
$8.45M -$162K -2,063 -2%
BA
622
Boston Advisors
Massachusetts
$8.42M -$539K -6,868 -5%
CM
623
Castleark Management
Illinois
$8.4M +$4.03M +51,400 +72%
MCM
624
Murphy Capital Management
New Jersey
$8.39M -$320K -4,076 -3%
ET
625
Equitable Trust
Tennessee
$8.34M +$106K +1,354 +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.