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ExxonMobil

2,425 hedge funds and large institutions have $196B invested in ExxonMobil in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 825 increasing their positions, 1,262 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 56

17% more call options, than puts

Call options by funds: $2.12B | Put options by funds: $1.81B

5% more capital invested

Capital invested by funds: $188B → $196B (+$8.6B)

0.71% more ownership

Funds ownership: 53.81%54.51% (+0.71%)

0% less funds holding

Funds holding: 2,4342,425 (-9)

13% less funds holding in top 10

Funds holding in top 10: 428372 (-56)

35% less repeat investments, than reductions

Existing positions increased: 825 | Existing positions reduced: 1,262

Holders
2,425
Holders Change
-9
Holders Change %
-0.37%
% of All Funds
55.43%
Holding in Top 10
372
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-13.08%
% of All Funds
8.5%
New
68
Increased
825
Reduced
1,262
Closed
56
Calls
$2.12B
Puts
$1.81B
Net Calls
+$306M
Net Calls Change
+$41.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$48.9M -$55.2M -675,120 -54%
FTIOP
252
Fiduciary Trust International of Pennsylvania
Pennsylvania
$48.3M -$81.9K -1,002 -0.2%
DnB Asset Management
253
DnB Asset Management
Norway
$47.9M +$1.85M +22,621 +4%
MPI
254
Mairs & Power Inc
Minnesota
$47.4M -$8.84M -108,093 -16%
MHC
255
Meyer Handelman Company
New York
$47.2M -$658K -8,042 -1%
GG
256
Gofen & Glossberg
Illinois
$47M -$1.39M -16,971 -3%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$46.7M -$723K -8,847 -2%
MAM
258
Majedie Asset Management
United Kingdom
$46.7M
MOACM
259
Mutual of America Capital Management
New York
$46.5M +$26.5K +324 +0.1%
ELC
260
Edgar Lomax Company
Virginia
$46.2M -$1.55M -18,950 -3%
CGH
261
Crossmark Global Holdings
Texas
$46.2M +$367K +4,493 +0.8%
NAM
262
Nissay Asset Management
Japan
$45.6M +$430K +5,256 +1%
B
263
BP
United Kingdom
$45.2M
MCIM
264
Meadow Creek Investment Management
Georgia
$44.9M +$17.5M +213,612 +68%
TF
265
TIAA FSB
Florida
$44.5M -$734K -8,977 -2%
BAM
266
Barrett Asset Management
New York
$44.2M -$506K -6,185 -1%
SPC
267
Salient Private Client
Texas
$44.1M +$455K +5,567 +1%
BBHC
268
Brown Brothers Harriman & Co
New York
$44M +$138K +1,686 +0.3%
CSIC
269
Clifford Swan Investment Counsel
California
$43.5M -$353K -4,323 -0.8%
BTW
270
Boston Trust Walden
Massachusetts
$43.5M -$75.5K -924 -0.2%
William Blair & Company
271
William Blair & Company
Illinois
$43.4M -$929K -11,364 -2%
RMDI
272
R.M. Davis Inc
Maine
$43.4M -$469K -5,731 -1%
Acadian Asset Management
273
Acadian Asset Management
Massachusetts
$43.2M -$114M -1,390,829 -73%
AIMCA
274
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$43.2M -$28.6M -350,200 -41%
MA
275
MUFG Americas
New York
$42.8M -$2.49M -30,467 -6%

XOM Hedge Fund Activity: Q3 2018 in Review

2,425 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2018, worth a combined $196B — up 4.6% from $188B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new XOM positions and 56 closed out — a net gain of 12 holders — while 825 added to existing stakes and 1,262 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.63B. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $444M.

  • 2,425 institutional investors held ExxonMobil (XOM) as of Q3 2018, down from 2,434 in Q2 2018.
  • Funds reported $196B of ExxonMobil stock for Q3 2018, up 4.6% quarter-over-quarter.
  • 68 funds opened new ExxonMobil positions in Q3 2018 and 56 closed out, a net change of +12 holders.
  • The largest ExxonMobil buyer in Q3 2018 was Wellington Management Group, an estimated $1.63B added.
  • The largest ExxonMobil seller in Q3 2018 was Mitsubishi UFJ Trust & Banking, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2018.