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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
EIC
151
Equity Investment Corp
Georgia
$89.6M -$10.5M -134,235 -9%
CI
152
Cincinnati Insurance
Ohio
$88M
MSL
153
Mackay Shields LLC
New York
$87.8M +$3.31M +42,162 +3%
LPL Financial
154
LPL Financial
California
$87.6M +$3.75M +47,740 +4%
SC
155
SRB Corp
Massachusetts
$85M +$36.4K +464 +0%
O
156
OppenheimerFunds
New York
$84.2M -$135M -1,721,206 -58%
ORIO
157
Old Republic International (ORI)
Illinois
$83.1M +$7.45M +95,000 +8%
SOMRS
158
State of Michigan Retirement System
Michigan
$82.7M -$3.88M -49,400 -4%
MIM
159
MetLife Investment Management
New Jersey
$82.6M -$1.64M -20,848 -2%
SLAM
160
Swiss Life Asset Management
$80.9M -$25M -319,200 -21%
Canada Pension Plan Investment Board
161
Canada Pension Plan Investment Board
Ontario, Canada
$79.1M +$37.3M +474,986 +69%
JFL
162
Jarislowsky, Fraser Ltd
Quebec, Canada
$73.7M -$1.5M -19,105 -2%
Citadel Advisors
163
Citadel Advisors
Florida
$72.8M +$69.1M +880,596 +471%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$72.8M -$20.3M -259,256 -20%
NB
165
Norinchukin Bank
Japan
$72.1M +$12.8M +163,418 +18%
Creative Planning
166
Creative Planning
Kansas
$71M -$895K -11,408 -1%
HTC
167
Haverford Trust Company
Pennsylvania
$70M -$7.46M -95,050 -8%
GIBU
168
Gulf International Bank (UK)
United Kingdom
$68.9M -$34M -433,655 -30%
AII
169
AGF Investments Inc
Ontario, Canada
$68.5M +$1.49M +19,025 +2%
FAF
170
Fjarde Ap-fonden
Sweden
$67.9M -$8.38M -106,800 -10%
Luther King Capital Management (LKCM)
171
Luther King Capital Management (LKCM)
Texas
$67.4M -$6.29M -80,182 -7%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$65.7M +$154K +1,958 +0.2%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$64.7M -$3.32M -42,354 -4%
GHCM
174
Glen Harbor Capital Management
California
$64M +$23.3M +296,480 +46%
ASRS
175
Arizona State Retirement System
Arizona
$63.3M -$15.5M -197,534 -18%

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.