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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
BAPIM
301
British Airways Pensions Investment Management
United Kingdom
$34.4M +$10.5M +128,265 +46%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$34.3M -$77K -942 -0.2%
V
303
Veritable
Delaware
$34.3M +$122K +1,487 +0.4%
AAM
304
Advisors Asset Management
Colorado
$34M -$934K -11,426 -3%
UB
305
UMB Bank
Missouri
$34M +$437K +5,346 +1%
ERSOT
306
Employees Retirement System of Texas
Texas
$33.8M -$2.04M -25,000 -6%
ST
307
Sabal Trust
Florida
$33.7M +$535K +6,543 +2%
PI
308
PineBridge Investments
New York
$33.7M +$14.9M +182,189 +85%
QI
309
QV Investors
Alberta, Canada
$33.6M +$12.7M +154,930 +65%
DILIC
310
Dai-ichi Life Insurance Company
Japan
$33.3M
TU
311
TDAM USA
Ontario, Canada
$33.3M -$111K -1,353 -0.3%
TA
312
Tiedemann Advisors
New York
$33.1M -$1.29M -15,784 -4%
BCWM
313
Bartlett & Co Wealth Management
Ohio
$32.4M -$748K -9,145 -2%
BC
314
Bartlett & Co
Ohio
$32.4M -$748K -9,145 -2%
NMERB
315
New Mexico Educational Retirement Board
New Mexico
$32.1M -$1.08M -13,200 -3%
WBC
316
Westpac Banking Corp
Australia
$32.1M -$669K -8,185 -2%
SF
317
Synovus Financial
Georgia
$31.8M +$162K +1,980 +0.5%
SEI Investments
318
SEI Investments
Pennsylvania
$31.6M -$35M -428,266 -54%
Macquarie Group
319
Macquarie Group
Australia
$31.6M -$509K -6,220 -2%
IA
320
Icon Advisers
Colorado
$31.5M +$3.12M +38,200 +12%
CIC
321
Crawford Investment Counsel
Georgia
$31.4M -$4.96M -60,663 -14%
D.E. Shaw & Co
322
D.E. Shaw & Co
New York
$31.3M -$35.3M -432,097 -54%
BAM
323
Berkshire Asset Management
Pennsylvania
$31.2M +$2.3M +28,102 +8%
CA
324
Cullinan Associates
Kentucky
$31M -$735K -8,985 -2%
BCM
325
Becker Capital Management
Oregon
$30.9M -$5.25M -64,157 -15%

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.