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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
ANI
401
American National Insurance
Texas
$22M -$352K -4,300 -2%
Victory Capital Management
402
Victory Capital Management
Texas
$21.9M -$2.25M -27,472 -10%
DDPIC
403
Deroy & Devereaux Private Investment Counsel
Michigan
$21.8M -$195K -2,382 -0.9%
CNBT
404
Canandaigua National Bank & Trust
New York
$21.8M -$397K -4,853 -2%
WT
405
Whittier Trust
California
$21.6M -$331K -4,047 -2%
DP
406
Dearborn Partners
Illinois
$21.6M +$342K +4,179 +2%
MAP
407
Managed Asset Portfolios
Michigan
$21.5M +$916K +11,200 +5%
LC
408
Lourd Capital
California
$21.5M +$104K +1,277 +0.5%
PFM
409
Parsec Financial Management
North Carolina
$21.4M +$316K +3,868 +2%
AIL
410
AGF Investments LLC
Ontario, Canada
$21.4M -$159K -1,942 -0.8%
EHC
411
Everett Harris & Co
California
$21.2M +$985K +12,045 +5%
CWM
412
Cornerstone Wealth Management
Missouri
$21.2M +$10.9M +133,122 +8%
BS
413
Banco Santander
Spain
$21.1M +$17.4K +213 +0.1%
AIA
414
Affinity Investment Advisors
California
$21.1M +$3.72M +45,535 +22%
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$21.1M -$123K -1,500 -0.6%
SRC
416
Shufro Rose & Co
New York
$21M -$625K -7,646 -3%
ACM
417
Azimuth Capital Management
Michigan
$21M -$978K -11,959 -5%
FCI
418
Financial Counselors Inc
Kansas
$21M -$176K -2,148 -0.9%
EWA
419
EP Wealth Advisors
California
$20.9M +$3.43M +41,987 +21%
FMW
420
Farr Miller & Washington
District of Columbia
$20.9M +$41.5K +507 +0.2%
BHWM
421
Bar Harbor Wealth Management
New Hampshire
$20.8M -$194K -2,378 -1%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$20.8M -$19.5M -238,401 -49%
AIS
423
American Investment Services
Massachusetts
$20.5M +$1.37M +16,736 +7%
RM
424
Resource Management
Louisiana
$20.5M +$14.9K +182 +0.1%
MIFH
425
Migdal Insurance & Financial Holdings
Israel
$20.4M -$14.2K -174 -0.1%

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.