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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
SC
526
SouthState Corp
Florida
$13.7M +$2.84M +34,693 +27%
CAPTRUST Financial Advisors
527
CAPTRUST Financial Advisors
North Carolina
$13.7M +$769K +9,403 +6%
PAM
528
Private Asset Management
California
$13.7M -$61.8K -756 -0.5%
HA
529
Heartland Advisors
Wisconsin
$13.7M -$74.6K -912 -0.6%
FPA
530
First Pacific Advisors
California
$13.6M
NPF
531
Norris Perne & French
Michigan
$13.6M +$128K +1,570 +1%
FMBTD
532
First Midwest Bank Trust Division
Illinois
$13.6M -$228K -2,786 -2%
SPIA
533
Steward Partners Investment Advisory
New York
$13.6M +$1.72M +21,008 +15%
LNB
534
Ledyard National Bank
$13.5M -$504K -6,169 -4%
AMI
535
Amica Mutual Insurance
Rhode Island
$13.5M
FWCM
536
Ferguson Wellman Capital Management
Oregon
$13.3M -$246K -3,012 -2%
AWM
537
AE Wealth Management
Kansas
$13.3M +$2.65M +32,378 +26%
CCM
538
Cadence Capital Management
Massachusetts
$13.3M -$144K -1,757 -1%
BFM
539
Boston Financial Management
Massachusetts
$13.3M -$652K -7,977 -5%
Connor, Clark & Lunn Investment Management (CC&L)
540
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13.3M +$179K +2,191 +1%
TCM
541
Tufton Capital Management
Maryland
$13.2M -$736K -9,005 -5%
GRQ
542
Gardner Russo & Quinn
Pennsylvania
$13.2M +$47.6K +582 +0.4%
VC
543
Vicus Capital
Pennsylvania
$13.2M -$260K -3,177 -2%
RC
544
RBO & Co
California
$13.2M +$525K +6,416 +4%
SWP
545
Stratos Wealth Partners
Ohio
$13.1M -$5.45M -66,634 -30%
MHIC
546
Marble Harbor Investment Counsel
Massachusetts
$13M -$246K -3,008 -2%
IA
547
IFP Advisors
Florida
$13M +$976K +11,935 +8%
FNFDCM
548
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13M -$675K -8,261 -5%
MBI
549
Montrusco Bolton Investments
Quebec, Canada
$13M +$4.08M +49,937 +48%
Parallax Volatility Advisers
550
Parallax Volatility Advisers
California
$13M +$4.73M +57,819 +61%

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.