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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
Capital International Investors
51
Capital International Investors
California
$455M +$112K +1,422 +0%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$451M -$13.2M -167,703 -2%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$447M -$12.1M -154,353 -2%
AIG
54
American International Group
New York
$447M -$44M -560,771 -8%
ClearBridge Investments
55
ClearBridge Investments
New York
$438M -$6.86M -87,425 -1%
APG Asset Management
56
APG Asset Management
Netherlands
$413M -$14.1M -179,300 -3%
CS
57
Credit Suisse
Switzerland
$412M -$27M -344,038 -5%
US Bancorp
58
US Bancorp
Minnesota
$411M -$11.4M -145,878 -2%
Barclays
59
Barclays
United Kingdom
$410M +$5.93M +75,549 +1%
Fisher Asset Management
60
Fisher Asset Management
Washington
$404M +$5.98M +76,282 +1%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$392M +$1.07M +13,581 +0.2%
HighTower Advisors
62
HighTower Advisors
Illinois
$382M +$325M +4,139,026 +284%
Nordea Investment Management
63
Nordea Investment Management
Sweden
$340M +$91.1M +1,160,519 +30%
Canada Life
64
Canada Life
Manitoba, Canada
$336M -$220K -2,805 -0.1%
CSIA
65
Charles Schwab Investment Advisory
California
$330M +$119K +1,516 +0%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$329M +$2.13M +27,206 +0.6%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$324M -$44M -560,827 -11%
Pzena Investment Management
68
Pzena Investment Management
New York
$316M -$1.79M -22,806 -0.5%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$310M -$69.8M -889,259 -16%
CWG
70
C WorldWide Group
Denmark
$290M -$1.01M -12,872 -0.3%
National Pension Service
71
National Pension Service
South Korea
$290M +$16.8M +214,758 +6%
Allianz Asset Management
72
Allianz Asset Management
Germany
$282M +$44.5M +566,986 +16%
PI
73
Putnam Investments
Massachusetts
$275M +$7.09M +90,412 +2%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$273M +$5.69M +72,525 +2%
RJA
75
Raymond James & Associates
Florida
$270M -$16.4M -209,460 -5%

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.