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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
FFSOTS
926
Fiduciary Financial Services of The Southwest
Texas
$4.11M -$148K -1,890 -3%
TMAM
927
Tokio Marine Asset Management
Japan
$4.09M +$100K +1,276 +2%
TNB
928
Thomasville National Bank
Georgia
$4.07M -$244K -3,108 -5%
DAM
929
Delta Asset Management
Tennessee
$4.06M +$1.44M +18,370 +45%
Assenagon Asset Management
930
Assenagon Asset Management
Luxembourg
$4.04M -$22.6M -288,612 -83%
AF
931
Advisornet Financial
Minnesota
$4.04M +$2.04M +25,954 +78%
WFMPM
932
Woodley Farra Manion Portfolio Management
Indiana
$4M -$965K -12,296 -17%
MIP
933
Marietta Investment Partners
Wisconsin
$4M -$57K -726 -1%
RG
934
Rikoon Group
New Mexico
$4M -$424K -5,406 -8%
VWM
935
Venturi Wealth Management
Texas
$4M +$1.53M +19,462 +43%
IEFM
936
IQ EQ Fund Management
Ireland
$3.96M -$1.44M -18,309 -24%
WAOTB
937
Wealth Advisors of Tampa Bay
Florida
$3.96M +$676K +8,610 +17%
SCA
938
Snowden Capital Advisors
New York
$3.95M +$345K +4,398 +8%
Arrowstreet Capital
939
Arrowstreet Capital
Massachusetts
$3.94M +$2.54M +32,337 +127%
MJP
940
Michael J. Puzo
$3.94M -$1.06M -13,515 -19%
LFAS
941
Level Four Advisory Services
Texas
$3.92M +$1.25M +15,980 +38%
ISB
942
Iowa State Bank
Iowa
$3.92M -$55.7K -710 -1%
HTHT
943
Hemenway Trust Hemenway Trust
New Hampshire
$3.92M -$1.61M -20,474 -26%
CCT
944
Capital City Trust
Florida
$3.91M +$9.41K +120 +0.2%
FHB
945
First Hawaiian Bank
Hawaii
$3.91M +$279K +3,562 +7%
HBT
946
Hills Bank & Trust
Iowa
$3.9M -$30K -383 -0.7%
FHA
947
First Horizon Advisors
Tennessee
$3.88M -$662K -8,438 -13%
IMOV
948
Investment Management of Virginia
Virginia
$3.88M -$26.5K -338 -0.6%
BIM
949
Bridgecreek Investment Management
Oklahoma
$3.87M -$651K -8,300 -13%
SCI
950
SkyBridge Capital II
New York
$3.87M -$1.19M -15,198 -21%

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.