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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
NSAM
701
North Star Asset Management
Wisconsin
$6.62M -$226K -2,879 -3%
AUB
702
Atlantic Union Bankshares
Virginia
$6.58M -$1.71M -21,770 -18%
CFG
703
Citizens Financial Group
Rhode Island
$6.57M -$131K -1,670 -2%
CC
704
Chicago Capital
Illinois
$6.56M -$3.22K -41 -0%
GC
705
Gratus Capital
Georgia
$6.55M -$106K -1,347 -1%
VCM
706
Versant Capital Management
Arizona
$6.55M -$162K -2,067 -2%
BFIC
707
Bedell Frazier Investment Counselling
California
$6.52M -$817K -10,410 -10%
FCBT
708
First Citizens Bank & Trust
North Carolina
$6.52M -$2.07M -26,408 -22%
IC
709
Inverness Counsel
New York
$6.48M -$581K -7,410 -7%
VCA
710
Verdence Capital Advisors
Maryland
$6.45M -$640K -8,153 -8%
TI
711
Trexquant Investment
Connecticut
$6.43M +$3.97M +50,594 +116%
ST
712
Spinnaker Trust
Maine
$6.4M +$907K +11,555 +14%
H
713
HoyleCohen
California
$6.39M -$188K -2,393 -2%
BFA
714
Bragg Financial Advisors
North Carolina
$6.37M +$29.6K +377 +0.4%
VanEck Associates
715
VanEck Associates
New York
$6.34M +$460K +5,858 +7%
WIM
716
Waverton Investment Management
United Kingdom
$6.33M -$52.4K -668 -0.7%
WEC
717
Winslow Evans & Crocker
Massachusetts
$6.32M -$286K -3,648 -4%
BFG
718
Beacon Financial Group
Texas
$6.31M -$1.83M -23,362 -20%
SFS
719
Strategic Financial Services
New York
$6.3M +$73.4K +935 +1%
TNBTD
720
Trustmark National Bank Trust Department
Mississippi
$6.29M +$11.1K +141 +0.2%
RC
721
Reik & Co
New York
$6.28M
AAA
722
Adams Asset Advisors
Texas
$6.22M
DSC
723
Duncker Streett & Co
Missouri
$6.22M -$156K -1,983 -2%
SPC
724
Stewart & Patten Company
California
$6.22M -$2.13M -27,089 -23%
PIM
725
Penobscot Investment Management
Massachusetts
$6.21M -$773K -9,850 -10%

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.