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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
HL
126
Harding Loevner
New Jersey
$112M +$8.33M +106,180 +7%
ACI
127
AMP Capital Investors
Australia
$107M -$5.31M -67,642 -4%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$106M -$117M -1,489,958 -49%
SCCM
129
Schafer Cullen Capital Management
New York
$105M -$11.6M -147,772 -9%
CAI
130
Capital Advisors Inc
Oklahoma
$105M +$208K +2,648 +0.2%
HNB
131
Huntington National Bank
Ohio
$103M -$4.83M -61,560 -4%
CB
132
Commerce Bank
Missouri
$102M -$714K -9,099 -0.6%
Calamos Advisors
133
Calamos Advisors
Illinois
$99.7M +$5.91M +75,315 +5%
FWIA
134
Fort Washington Investment Advisors
Ohio
$99.3M -$4.77M -60,748 -4%
Nomura Asset Management
135
Nomura Asset Management
Japan
$99.3M +$4.13M +52,663 +4%
AG
136
Aperio Group
California
$99.1M -$17.8M -227,507 -14%
ANRF
137
Adams Natural Resources Fund
Maryland
$98.8M +$2.52M +32,100 +2%
VRS
138
Virginia Retirement Systems
Virginia
$98.5M -$6.57M -83,800 -5%
Swedbank
139
Swedbank
Sweden
$98.4M -$1.75M -22,354 -2%
JMPWA
140
JP Morgan Private Wealth Advisors
California
$97.1M +$3.21M +40,976 +3%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$95.3M +$6.08M +77,472 +6%
AIA
142
Avalon Investment & Advisory
Texas
$94.7M +$55.1M +702,662 +102%
UCFA
143
United Capital Financial Advisors
Texas
$94.2M +$5.73M +73,050 +6%
Comerica Bank
144
Comerica Bank
Texas
$91.7M +$115K +1,465 +0.1%
CB
145
Cooke & Bieler
Pennsylvania
$91.3M +$2.78M +35,485 +3%
BCIM
146
British Columbia Investment Management
British Columbia, Canada
$91.3M +$11M +139,708 +12%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$91.2M +$101M +1,281,120 +2,301%
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$91.1M -$4.2M -53,527 -4%
DA
149
Doliver Advisors
Texas
$90.7M +$170K +2,164 +0.2%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$90M -$213K -2,720 -0.2%

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.