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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.2B +$821M +10,464,847 +3%
BlackRock
2
BlackRock
New York
$19.4B +$1.33B +16,949,332 +6%
State Street
3
State Street
Massachusetts
$13.9B -$430M -5,485,060 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.01B +$430M +5,479,852 +10%
Northern Trust
5
Northern Trust
Illinois
$3.9B +$176M +2,238,983 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$3.78B +$444M +5,661,680 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.55B +$282M +3,593,304 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.51B -$110M -1,407,695 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.05B +$244M +3,112,423 +7%
Bank of America
10
Bank of America
North Carolina
$2.96B -$78.3M -998,313 -2%
Norges Bank
11
Norges Bank
Norway
$2.8B +$60.3M +769,125 +2%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$2.53B
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$2.32B -$603M -7,683,362 -18%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.22B +$34.5M +440,004 +1%
Charles Schwab
15
Charles Schwab
California
$1.72B +$51.7M +659,059 +3%
Wells Fargo
16
Wells Fargo
California
$1.64B -$101M -1,290,315 -5%
JP Morgan Chase
17
JP Morgan Chase
New York
$1.49B +$66.3M +845,165 +4%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.46B +$88.5M +1,127,485 +6%
Franklin Resources
19
Franklin Resources
California
$1.42B +$69.4M +884,400 +4%
Goldman Sachs
20
Goldman Sachs
New York
$1.39B -$108M -1,379,654 -6%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$1.26B +$26.3M +335,427 +2%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$1.13B +$198M +2,528,604 +18%
Morgan Stanley
23
Morgan Stanley
New York
$1.12B -$436M -5,552,733 -25%
Capital World Investors
24
Capital World Investors
California
$1.09B +$315M +4,013,536 +34%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.02B -$31.1M -396,450 -3%

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.