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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
GW
201
GW & Wade
Massachusetts
$52M -$4.82M -61,481 -7%
LTFS
202
Ladenburg Thalmann Financial Services
Florida
$51.8M +$3.59M +45,725 +6%
HFS
203
HL Financial Services
Kentucky
$51.4M -$4.81M -61,355 -8%
GC
204
Guggenheim Capital
Illinois
$51.3M +$457K +5,826 +0.8%
ZIG
205
Zurich Insurance Group
Switzerland
$51.3M -$1.39M -17,744 -2%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$51M -$140K -1,786 -0.2%
DC
207
Davenport & Co
Virginia
$49.7M -$1.06M -13,467 -2%
KCM
208
Kornitzer Capital Management
Kansas
$49.4M -$69.5K -886 -0.1%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$49.1M -$1.28M -16,327 -2%
Truist Financial
210
Truist Financial
North Carolina
$49.1M -$1.45M -18,449 -2%
AG
211
Advisor Group
Arizona
$49M +$184K +2,349 +0.3%
IPW
212
Inlet Private Wealth
Florida
$48.7M +$56M +714,132 New
WF
213
Welch & Forbes
Massachusetts
$48.6M -$2.84M -36,147 -5%
MAM
214
Majedie Asset Management
United Kingdom
$48.4M +$11.4M +145,150 +26%
GF
215
Gabelli Funds
New York
$48.1M -$3.1M -39,500 -5%
UH
216
Unigestion Holding
Switzerland
$47.8M -$41.1M -524,387 -43%
SAM
217
Shell Asset Management
Netherlands
$47.1M -$6.06M -77,189 -10%
RPC
218
Rossmore Private Capital
Connecticut
$47M +$3.23M +41,175 +6%
CS
219
Candriam SCA
Luxembourg
$46.6M -$19.6M -250,004 -27%
DADC
220
D.A. Davidson & Co
Montana
$45.6M +$229K +2,923 +0.4%
PGFC
221
Peapack-Gladstone Financial Corp
New Jersey
$45.5M +$5.53M +70,428 +12%
CA
222
Cortland Advisers
Delaware
$45.4M +$24.6M +313,912 +89%
CI
223
Conning Inc
Connecticut
$44.3M -$1.49M -18,936 -3%
WB
224
WesBanco Bank
West Virginia
$44.2M -$81.2K -1,035 -0.2%
NMIMC
225
Northwestern Mutual Investment Management Company
Wisconsin
$43.5M -$8.07M -102,821 -14%

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.