ExxonMobil
XOM
2,571 hedge funds and large institutions have $158B invested in ExxonMobil in 2018 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 751 increasing their positions, 1,319 reducing their positions, and 104 closing their positions.
164% more first-time investments, than exits
New positions opened: 275 | 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: 2,424 → 2,571 (+147)
0.43% more ownership
Funds ownership: 54.47% → 54.9% (+0.43%)
19% less capital invested
Capital invested by funds: $197B → $158B (-$38B)
22% less funds holding in top 10
Funds holding in top 10: 372 → 290 (-82)
43% less repeat investments, than reductions
Existing positions increased: 751 | Existing positions reduced: 1,319
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.33B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$821M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$444M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$430M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$325M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$603M |
| 2 |
Morgan Stanley
New York
|
-$436M |
| 3 |
State Street
Boston,
Massachusetts
|
-$430M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$173M |
| 5 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$162M |
XOM Hedge Fund Activity: Q4 2018 in Review
2,571 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q4 2018, worth a combined $158B — down 19% from $197B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new XOM positions and 104 closed out — a net gain of 171 holders — while 751 added to existing stakes and 1,319 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 2,424 in Q3 2018.
- Funds reported $158B of ExxonMobil stock for Q4 2018, down 19% quarter-over-quarter.
- 275 funds opened new ExxonMobil positions in Q4 2018 and 104 closed out, a net change of +171 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.