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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
CPSAC
326
Chas P. Smith & Associates (CPS)
Florida
$30.8M +$302K +3,692 +1%
WSFS
327
Wilmington Savings Fund Society
Delaware
$30.6M -$87.3K -1,068 -0.3%
GWM
328
Geneos Wealth Management
Colorado
$30.6M +$417K +5,103 +1%
CC
329
Cannell & Co
New York
$30.5M -$510K -6,233 -2%
WT
330
Washington Trust
Rhode Island
$30.4M -$659K -8,062 -2%
BFS
331
Bradley Foster & Sargent
Connecticut
$30.4M -$438K -5,354 -1%
IC
332
InterOcean Capital
Illinois
$29.9M +$1.46M +17,877 +5%
GFPC
333
Global Financial Private Capital
Florida
$29.9M -$5.04M -61,664 -15%
CA
334
Cortland Advisers
Delaware
$29.9M +$18.1M +221,354 +170%
OC
335
Oppenheimer & Co
New York
$29.8M -$48.6K -594 -0.2%
WB
336
Webster Bank
Connecticut
$29.7M -$159K -1,949 -0.6%
Assenagon Asset Management
337
Assenagon Asset Management
Luxembourg
$29.6M +$18.1M +221,136 +174%
MIH
338
Madison Investment Holdings
Wisconsin
$29.2M -$2.25M -27,519 -7%
PSUF
339
People's United Financial
Connecticut
$29.2M -$510K -6,239 -2%
Jane Street
340
Jane Street
New York
$29.1M -$19.6M -239,286 -41%
SI
341
Stephens Inc
Arkansas
$29.1M +$1M +12,286 +4%
SCM
342
Sterling Capital Management
North Carolina
$28.9M -$2M -24,519 -7%
PP
343
Palladium Partners
Virginia
$28.8M +$24.8K +303 +0.1%
AIM
344
Achmea Investment Management
Netherlands
$28.6M -$1.86M -22,746 -6%
MIS
345
Morningstar Investment Services
Illinois
$28.5M -$1.76M -21,471 -6%
JIC
346
Johnson Investment Counsel
Ohio
$28.5M +$238K +2,910 +0.9%
CTC
347
Central Trust Company
Missouri
$28.2M -$191K -2,335 -0.7%
Pacer Advisors
348
Pacer Advisors
Pennsylvania
$28.2M +$7.45M +91,105 +38%
WIC
349
Willis Investment Counsel
Georgia
$28.1M -$1.09M -13,350 -4%
DWM
350
Destination Wealth Management
California
$27.8M +$1.19M +14,573 +5%

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.