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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
UBS AM
26
UBS AM
Illinois
$1.22B -$42.5M -519,715 -4%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$1.19B +$23.3M +284,946 +2%
TCIM
28
TIAA CREF Investment Management
New York
$1.07B -$129M -1,571,816 -11%
Capital World Investors
29
Capital World Investors
California
$1.02B +$883M +10,796,373 +939%
PPA
30
Parametric Portfolio Associates
Washington
$964M +$43.8M +535,391 +5%
AllianceBernstein
31
AllianceBernstein
Tennessee
$949M -$83.3M -1,018,304 -8%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$946M -$20.3M -248,123 -2%
UBS Group
33
UBS Group
Switzerland
$903M -$118M -1,447,574 -12%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$873M -$55M -672,626 -6%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$871M -$6.15M -75,185 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$845M +$30.5M +373,200 +4%
Deutsche Bank
37
Deutsche Bank
Germany
$840M -$253M -3,089,352 -24%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$818M -$24.9M -304,601 -3%
LSV Asset Management
39
LSV Asset Management
Illinois
$811M -$29.5M -360,502 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$801M +$9.5M +116,161 +1%
EVM
41
Eaton Vance Management
Massachusetts
$797M +$2.09M +25,539 +0.3%
Federated Hermes
42
Federated Hermes
Pennsylvania
$756M -$67.9M -830,730 -9%
Invesco
43
Invesco
Georgia
$706M +$27M +330,174 +4%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$671M +$12.3M +150,279 +2%
Principal Financial Group
45
Principal Financial Group
Iowa
$668M -$10.5M -128,218 -2%
TA
46
Teachers Advisors
New York
$660M -$8.41M -102,861 -1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$653M -$7.51M -91,835 -1%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$651M -$16.4M -200,319 -3%
AIG
49
American International Group
New York
$605M -$10.8M -132,393 -2%
Asset Management One
50
Asset Management One
Japan
$588M +$3.68M +45,012 +0.7%

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.