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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
LIA
451
LS Investment Advisors
Michigan
$18.4M +$134K +1,637 +0.8%
Natixis Advisors
452
Natixis Advisors
Massachusetts
$18.4M +$3.4M +41,583 +24%
FNBT
453
FineMark National Bank & Trust
Florida
$18.3M -$1.58M -19,360 -8%
DWA
454
Douglass Winthrop Advisors
New York
$18.2M -$4.61M -56,397 -21%
PL
455
Parthenon LLC
Kentucky
$18.2M -$655K -8,008 -4%
TCOV
456
Trust Company of Vermont
Vermont
$18M -$815K -9,968 -5%
TTWM
457
TCV Trust & Wealth Management
Virginia
$17.8M -$210K -2,565 -1%
VWM
458
Valley Wealth Managers
New Jersey
$17.8M -$189K -2,312 -1%
BC
459
Burney Company
Virginia
$17.7M -$3.21M -39,285 -16%
NIM
460
Northeast Investment Management
Massachusetts
$17.6M -$793K -9,696 -4%
PA
461
Profund Advisors
Maryland
$17.6M -$301K -3,686 -2%
MME
462
Meag Munich Ergo
Germany
$17.6M -$3.41M -41,738 -17%
GAM
463
Griffin Asset Management
New York
$17.4M -$558K -6,827 -3%
Cerity Partners
464
Cerity Partners
New York
$17.3M -$24K -294 -0.1%
SDIC
465
South Dakota Investment Council
South Dakota
$17.3M -$335K -4,100 -2%
SBCM
466
Schwerin Boyle Capital Management
Massachusetts
$17.3M +$16.6M +202,975 New
BB
467
Busey Bank
Illinois
$17.2M +$406K +4,963 +3%
PAM
468
Palisade Asset Management
Minnesota
$17M +$25.6K +313 +0.2%
BST
469
Bath Savings Trust
Maine
$17M -$409K -4,997 -2%
DJSG
470
D.J. St. Germain
Massachusetts
$16.9M -$225K -2,754 -1%
Public Sector Pension Investment Board (PSP Investments)
471
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.9M -$3.21M -39,300 -17%
CIC
472
Carnegie Investment Counsel
Ohio
$16.4M +$2M +24,501 +13%
RCM
473
Radnor Capital Management
Pennsylvania
$16.4M +$2.59M +31,686 +20%
HC
474
Henshaw Capital
Massachusetts
$16.3M
CIS
475
Connors Investor Services
Pennsylvania
$16.2M -$18.5K -226 -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.