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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
EB
426
Eastern Bank
Massachusetts
$20.4M -$102K -1,251 -0.5%
FQ
427
First Quadrant
California
$20.4M -$9.04M -110,547 -32%
ACI
428
Alpha Cubed Investments
California
$20.3M +$979K +11,977 +5%
SCI
429
S&CO Inc
Massachusetts
$20.3M -$802K -9,815 -4%
EWM
430
Evercore Wealth Management
New York
$20.2M -$1.19M -14,600 -6%
TIM
431
Thompson Investment Management
Wisconsin
$20.2M +$222K +2,719 +1%
SBIA
432
Sheaff Brock Investment Advisors
Indiana
$20.1M -$358K -4,379 -2%
BMO
433
Beck Mack & Oliver
New York
$20M -$737K -9,009 -4%
HIMC
434
Heritage Investors Management Corp
Maryland
$20M -$1.54M -18,839 -7%
PA
435
Pinnacle Associates
New York
$19.9M +$821K +10,045 +4%
ATC
436
Argent Trust Co
Tennessee
$19.9M -$812K -9,929 -4%
GD
437
Grandfield & Dodd
New York
$19.3M -$71.3K -872 -0.4%
DIA
438
Dana Investment Advisors
Wisconsin
$19.2M -$1.5M -18,366 -8%
BAMF
439
BI Asset Management Fondsmaeglerselskab
Denmark
$19.1M +$1.01M +12,300 +6%
TBA
440
Tower Bridge Advisors
Pennsylvania
$19.1M -$195K -2,385 -1%
PR
441
Payden & Rygel
California
$19M -$1.17M -14,300 -6%
II
442
IFM Investors
Australia
$19M +$2.59M +31,648 +16%
CA
443
Cetera Advisors
Colorado
$19M +$2.92M +35,775 +19%
WCM
444
Wedge Capital Management
North Carolina
$18.8M -$98.8K -1,208 -0.5%
RMA
445
Roffman Miller Associates
Pennsylvania
$18.8M -$224K -2,740 -1%
CAG
446
Crestwood Advisors Group
Massachusetts
$18.6M -$572 -7 -0%
ERIM
447
Eagle Ridge Investment Management
Connecticut
$18.5M -$197K -2,404 -1%
LIC
448
Lodestar Investment Counsel
Illinois
$18.5M -$487K -5,962 -3%
HCM
449
Howland Capital Management
Massachusetts
$18.4M +$1.05M +12,806 +6%
Daiwa Securities Group
450
Daiwa Securities Group
Japan
$18.4M +$76K +930 +0.4%

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.