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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
UIM
601
USS Investment Management
United Kingdom
$11.3M -$36.3M -444,100 -77%
M
602
MOTCO
Texas
$11.3M +$220K +2,691 +2%
SRAM
603
Stone Ridge Asset Management
New York
$11.2M -$4.74M -57,978 -30%
BS
604
Boenning & Scattergood
Pennsylvania
$11.2M +$400K +4,892 +4%
RCM
605
Riverhead Capital Management
Delaware
$11.2M +$1.39M +17,010 +15%
HAI
606
Hennessy Advisors Inc
California
$11.2M -$233K -2,850 -2%
CI
607
Cigna Investments
Connecticut
$11.1M -$2.04M -24,964 -15%
HP
608
Hikari Power
Japan
$11.1M
BA
609
Boston Advisors
Massachusetts
$11.1M -$539K -6,591 -5%
FBP
610
Flippin Bruce & Porter
Virginia
$11M +$629K +7,696 +6%
STB
611
S&T Bank
Pennsylvania
$11M +$41K +501 +0.4%
CWM
612
Calamos Wealth Management
Illinois
$11M -$962K -11,761 -8%
RW
613
Rand Wealth
Maryland
$11M +$95.4K +1,167 +0.9%
Dodge & Cox
614
Dodge & Cox
California
$10.9M +$125K +1,526 +1%
WP
615
WealthPLAN Partners
Nebraska
$10.8M +$435K +5,320 +4%
MCM
616
Murphy Capital Management
New Jersey
$10.8M -$360K -4,406 -3%
CICI
617
Capital Investment Counsel Inc
North Carolina
$10.8M -$606K -7,418 -6%
CIA
618
Choate Investment Advisors
Massachusetts
$10.7M -$126K -1,539 -1%
BHIA
619
Birch Hill Investment Advisors
Massachusetts
$10.7M -$123K -1,503 -1%
GH
620
GAM Holding
Switzerland
$10.7M -$86.3K -1,055 -0.8%
BOH
621
Bank of Hawaii
Hawaii
$10.7M +$853K +10,427 +9%
SEC
622
Seven Eight Capital
New York
$10.6M -$4.06M -49,700 -28%
NPPM
623
North Point Portfolio Managers
Ohio
$10.5M -$368K -4,502 -4%
HEIP
624
Hudson Edge Investment Partners
New Jersey
$10.5M -$2.89M -35,363 -22%
CHJWM
625
Carlton Hofferkamp & Jenks Wealth Management
Texas
$10.4M +$12.6K +154 +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.