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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
FCBT
626
First Citizens Bank & Trust
North Carolina
$10.4M -$1.61M -19,681 -14%
SSB
627
Sandy Spring Bank
Maryland
$10.4M -$641K -7,845 -6%
I
628
IberiaBank
Louisiana
$10.3M +$1.04M +12,667 +12%
WCMN
629
Westchester Capital Management (Nebraska)
Nebraska
$10.3M +$132K +1,620 +1%
ET
630
Equitable Trust
Tennessee
$10.3M +$542K +6,628 +6%
CBT
631
Capital Bank & Trust
California
$10.3M +$311K +3,802 +3%
AAP
632
Aristotle Atlantic Partners
Florida
$10.3M
MIM
633
Martin Investment Management
Florida
$10.2M -$1.91M -23,374 -16%
CTA
634
Colonial Trust Advisors
South Carolina
$10.1M -$219K -2,679 -2%
CB
635
Community Bank
New York
$10.1M -$174K -2,125 -2%
PP
636
Patten & Patten
Tennessee
$10.1M -$645K -7,890 -6%
VV
637
Verity & Verity
South Carolina
$10.1M +$107K +1,304 +1%
SNT
638
Security National Trust
West Virginia
$10.1M -$400K -4,897 -4%
LA
639
Lynch & Associates
Indiana
$10.1M -$120K -1,463 -1%
AUB
640
Atlantic Union Bankshares
Virginia
$10.1M +$911K +11,143 +10%
SPC
641
Stewart & Patten Company
California
$10.1M -$2.03M -24,866 -17%
JMFC
642
J.M. Forbes & Co
Massachusetts
$10M -$122K -1,496 -1%
OPCM
643
Osborne Partners Capital Management
California
$9.94M +$101K +1,230 +1%
CCFCSB
644
Cape Cod Five Cents Savings Bank
Massachusetts
$9.93M -$106K -1,292 -1%
CLOS
645
Compagnie Lombard Odier SCmA
Switzerland
$9.93M
BFG
646
Beacon Financial Group
Texas
$9.86M -$82M -1,002,446 -90%
SC
647
Scotia Capital
Ontario, Canada
$9.82M +$2.74M +33,497 +41%
GIM
648
Grassi Investment Management
California
$9.79M +$1.76M +21,500 +23%
MA
649
Montag & Associates
Georgia
$9.77M +$93K +1,138 +1%
SAIG
650
Semper Augustus Investments Group
Colorado
$9.7M -$8.18K -100 -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.