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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
ECM
576
Estabrook Capital Management
New York
$12M -$217K -2,654 -2%
RMC
577
Resources Management Corp
Connecticut
$12M +$11.5M +140,863 New
GIM
578
Goelzer Investment Management
Indiana
$12M -$120K -1,473 -1%
MYAM
579
Meiji Yasuda Asset Management
Japan
$11.9M -$259K -3,170 -2%
VCAM
580
Van Cleef Asset Management
Ohio
$11.9M -$102K -1,244 -0.9%
LCM
581
LVM Capital Management
Michigan
$11.9M +$83.6K +1,023 +0.7%
FDCDDQ
582
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9M -$4.61M -56,350 -29%
AIP
583
Ameritas Investment Partners
Nebraska
$11.9M -$521K -6,371 -4%
MAM
584
Meeder Asset Management
Ohio
$11.8M +$1M +12,239 +10%
WDA
585
Wendell David Associates
New Hampshire
$11.8M -$94.7K -1,158 -0.8%
FG
586
Fiduciary Group
Georgia
$11.8M +$216K +2,646 +2%
AHC
587
Adell Harriman & Carpenter
Texas
$11.8M -$382K -4,672 -3%
EFS
588
Essex Financial Services
Connecticut
$11.7M -$105K -1,286 -0.9%
BIM
589
Bridges Investment Management
Nebraska
$11.7M -$348K -4,252 -3%
SAM
590
SP Asset Management
California
$11.7M +$33.3K +407 +0.3%
CC
591
Capital Counsel
New York
$11.7M +$204K +2,500 +2%
ASN
592
Advisory Services Network
Georgia
$11.6M +$428K +5,229 +4%
SHCM
593
Stokes & Hubbell Capital Management
Louisiana
$11.6M -$2.52M -30,826 -18%
BPC
594
Banque Pictet & Cie
Switzerland
$11.6M -$715K -8,750 -6%
VFA
595
Voya Financial Advisors
Connecticut
$11.6M +$481K +5,877 +5%
BP
596
BBR Partners
New York
$11.5M -$1.64M -20,027 -13%
CIP
597
Chartwell Investment Partners
Pennsylvania
$11.4M -$563K -6,891 -5%
HCM
598
Howard Capital Management
Georgia
$11.4M
ARMC
599
American Research & Management Company
Massachusetts
$11.4M +$45.2K +553 +0.4%
ACH
600
ArrowMark Colorado Holdings
Colorado
$11.4M

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.